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DBL

DoubleLine Opportunistic Credit Fund

70 hedge funds and large institutions have $165M invested in DoubleLine Opportunistic Credit Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

12.49% more ownership

Funds ownership: 57.25%69.74% (+12%)

2% more capital invested

Capital invested by funds: $161M → $165M (+$3.67M)

4% less funds holding

Funds holding: 7370 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
32
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$53M +$2.01M +130,622 +4%
UBS Group
2
UBS Group
Switzerland
$8.95M +$7.99K +519 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$8.52M -$977K -63,441 -10%
ECM
4
Evergreen Capital Management
Washington
$7.98M +$181K +11,769 +2%
Bank of America
5
Bank of America
North Carolina
$6.85M +$3.13M +203,536 +86%
TPWM
6
Twelve Points Wealth Management
Massachusetts
$6.18M -$30.7K -1,997 -0.5%
Stifel Financial
7
Stifel Financial
Missouri
$4.89M +$689K +44,757 +17%
Ameriprise
8
Ameriprise
Minnesota
$4.59M +$282K +18,295 +7%
IP
9
Intellectus Partners
California
$4.43M +$51.1K +3,322 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.97M -$47.1K -3,063 -1%
SWA
11
Stratos Wealth Advisors
Ohio
$3.92M +$2.07M +134,396 +115%
CRC
12
Catawba River Capital
South Carolina
$3.85M +$214K +13,920 +6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.64M -$610K -39,614 -15%
LPL Financial
14
LPL Financial
California
$3.4M +$59.6K +3,872 +2%
GC
15
Guggenheim Capital
Illinois
$2.98M -$393K -25,514 -12%
Wells Fargo
16
Wells Fargo
California
$2.96M -$37.4K -2,428 -1%
JAG
17
Journey Advisory Group
Kentucky
$2.62M -$28.9K -1,880 -1%
PAMP
18
Polar Asset Management Partners
Ontario, Canada
$2.59M +$2.56M +166,458 New
Invesco
19
Invesco
Georgia
$2.56M +$471K +30,620 +23%
CPRC
20
Consolidated Portfolio Review Corp
New York
$2.35M +$980K +63,663 +73%
IFG
21
Independent Financial Group
California
$2.33M -$109K -7,110 -5%
Raymond James Financial
22
Raymond James Financial
Florida
$2.29M -$28.3K -1,841 -1%
IAIM
23
International Assets Investment Management
Florida
$2.17M
IP
24
Ignite Planners
California
$1.67M +$26.6K +1,731 +2%
BFG
25
Berger Financial Group
Minnesota
$1.64M +$1.62M +105,468 New

DBL Hedge Fund Activity: Q3 2025 in Review

70 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q3 2025, worth a combined $165M — up 2.3% from $161M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DBL and 8 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 32 added.

The largest buyer was Gridiron Partners, adding an estimated $33.7M. The largest seller was LeConte Wealth Management, exiting entirely with an estimated $9.8M sold.

  • 70 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q3 2025, down from 73 in Q2 2025.
  • Funds reported $165M of DoubleLine Opportunistic Credit Fund stock for Q3 2025, up 2.3% quarter-over-quarter.
  • 8 funds opened new DoubleLine Opportunistic Credit Fund positions in Q3 2025 and 11 closed out, a net change of -3 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q3 2025 was Gridiron Partners, an estimated $33.7M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q3 2025 was LeConte Wealth Management, an estimated $9.8M sold.

Based on aggregated 13F filings for Q3 2025.