DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

76 hedge funds and large institutions have $157M invested in DoubleLine Yield Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
31
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$4.35M
2
Wells Fargo
2
Wells Fargo
California
$31.2M
3
SFS
3
Shaker Financial Services
Virginia
$1.3M
4
RAM
4
Readystate Asset Management
Illinois
$1.23M
5
Raymond James Financial
5
Raymond James Financial
Florida
$4.9M

Top Sellers

1
LWM
1
LeConte Wealth Management
Tennessee
$8.12M
2
WIA
2
World Investment Advisors
California
$2.78M
3
UBS Group
3
UBS Group
Switzerland
$16.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$555K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$928K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.6M 2,093,650 +32,475 +2%
Wells Fargo
2
Wells Fargo
California
$31.2M 2,000,342 +107,724 +6%
UBS Group
3
UBS Group
Switzerland
$16.3M 1,043,867 -88,018 -8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.26M 593,922 +14,344 +2%
LWM
5
LeConte Wealth Management
Tennessee
$8.12M 520,722 -452,216 -46%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.22M 463,403 +8,708 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$4.9M 314,553 +41,746 +15%
PAMP
8
Polar Asset Management Partners
Ontario, Canada
$4.35M 278,950 +278,950 New
JAG
9
Journey Advisory Group
Kentucky
$3.07M 196,673 -1,033 -0.5%
WIA
10
World Investment Advisors
California
$2.78M 178,410 -120,940 -40%
CPRC
11
Consolidated Portfolio Review Corp
New York
$2.75M 176,405 +6,979 +4%
Cohen & Steers
12
Cohen & Steers
New York
$2.73M 175,007 – –
Bank of America
13
Bank of America
North Carolina
$2.55M 163,247 +1,314 +0.8%
WS
14
Wedbush Securities
California
$1.88M 120,468 +8,960 +8%
CP
15
Creekside Partners
California
$1.81M 116,059 +701 +0.6%
MWM
16
Maridea Wealth Management
New York
$1.66M 106,589 +3,913 +4%
EW
17
Evoke Wealth
California
$1.51M 96,685 +4,000 +4%
LPL Financial
18
LPL Financial
California
$1.45M 92,688 +3,672 +4%
SFS
19
Shaker Financial Services
Virginia
$1.3M 83,413 +83,413 New
RAM
20
Readystate Asset Management
Illinois
$1.23M 78,893 +66,134 +518%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$1.17M 74,920 -92 -0.1%
Stifel Financial
22
Stifel Financial
Missouri
$1.09M 69,759 -3,102 -4%
SDWIA
23
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.05M 67,358 +1,638 +2%
AWS
24
Atria Wealth Solutions
New York
$967K 62,055 +8,816 +17%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$928K 59,504 -44,518 -43%
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