We are live on ! Find out more
DBL

DoubleLine Opportunistic Credit Fund

66 hedge funds and large institutions have $156M invested in DoubleLine Opportunistic Credit Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

5% less capital invested

Capital invested by funds: $165M → $156M (-$8.78M)

6% less funds holding

Funds holding: 7066 (-4)

13.85% less ownership

Funds ownership: 69.74%55.89% (-14%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$52.9M +$1.05M +68,213 +2%
UBS Group
2
UBS Group
Switzerland
$8.67M -$95.4K -6,194 -1%
Morgan Stanley
3
Morgan Stanley
New York
$8.55M +$209K +13,589 +2%
ECM
4
Evergreen Capital Management
Washington
$8.04M +$236K +15,319 +3%
Bank of America
5
Bank of America
North Carolina
$7.26M +$562K +36,472 +8%
TPWM
6
Twelve Points Wealth Management
Massachusetts
$5.28M -$786K -51,026 -13%
Ameriprise
7
Ameriprise
Minnesota
$4.67M +$184K +11,920 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.67M +$792K +51,394 +20%
IP
9
Intellectus Partners
California
$4.43M +$87.1K +5,656 +2%
Wells Fargo
10
Wells Fargo
California
$4.09M +$1.21M +78,416 +41%
SWA
11
Stratos Wealth Advisors
Ohio
$3.96M +$119K +7,744 +3%
CRC
12
Catawba River Capital
South Carolina
$3.93M +$159K +10,329 +4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.6M +$41.1K +2,670 +1%
LPL Financial
14
LPL Financial
California
$3.58M +$254K +16,522 +8%
Stifel Financial
15
Stifel Financial
Missouri
$3.06M -$1.75M -113,490 -36%
GC
16
Guggenheim Capital
Illinois
$2.86M -$52.2K -3,387 -2%
JAG
17
Journey Advisory Group
Kentucky
$2.61M +$52.3K +3,396 +2%
Invesco
18
Invesco
Georgia
$2.38M -$124K -8,023 -5%
Raymond James Financial
19
Raymond James Financial
Florida
$2.36M +$118K +7,681 +5%
IFG
20
Independent Financial Group
California
$2.25M -$26K -1,685 -1%
IP
21
Ignite Planners
California
$1.84M +$220K +14,297 +13%
BFG
22
Berger Financial Group
Minnesota
$1.65M +$38.2K +2,477 +2%
AI
23
ArchPoint Investors
Florida
$1.54M
ACP
24
Aviance Capital Partners
Florida
$1.37M -$10.3K -670 -0.7%
SWP
25
Strategic Wealth Partners
Ohio
$1.35M