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 %
NA
26
NewEdge Advisors
Louisiana
$692K 44,365 +9,215 +26%
Osaic Holdings
27
Osaic Holdings
Arizona
$668K 42,196 -7,680 -15%
WLPWM
28
Walled Lake Planning & Wealth Management
Illinois
$626K 40,142 – –
JSW
29
Journey Strategic Wealth
New Jersey
$586K 37,561 +2,365 +7%
PFA
30
Pathway Financial Advisers
Indiana
$583K 37,394 -344 -0.9%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$555K 35,599 -61,505 -63%
MOS
32
MGO One Seven
Ohio
$548K 35,149 +35,149 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$511K 32,802 -1,976 -6%
Invesco
34
Invesco
Georgia
$476K 30,552 +1,525 +5%
ACP
35
Aviance Capital Partners
Florida
$467K 29,978 +4,398 +17%
Comerica Bank
36
Comerica Bank
Texas
$465K 29,816 +47 +0.2%
IA
37
IFC Advisors
California
$435K 27,883 +27,883 New
GP
38
Gridiron Partners
Pennsylvania
$422K 27,066 – –
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$398K 25,535 +1,948 +8%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$395K 25,354 +25,354 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$371K 23,784 +6,196 +35%
Calamos Advisors
42
Calamos Advisors
Illinois
$316K 20,251 +20,251 New
AFO
43
Allie Family Office
Florida
$312K 20,000 – –
PAG
44
Private Advisor Group
New Jersey
$305K 19,532 +101 +0.5%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$299K 19,200 +19,200 New
Corient Private Wealth
46
Corient Private Wealth
Florida
$294K 18,841 +18,841 New
First Trust Advisors
47
First Trust Advisors
Illinois
$285K 18,311 +1,626 +10%
EC
48
Elequin Capital
New York
$272K 17,451 +17,451 New
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$238K 15,265 +315 +2%
AWE
50
Avidian Wealth Enterprises
Texas
$218K 14,000 – –
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