DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

70 hedge funds and large institutions have $162M invested in DoubleLine Yield Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-11
Holders Change %
-13.58%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
27
Reduced
16
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAG
Journey Advisory Group
Kentucky
+$3.18M
2
WIA
World Investment Advisors
California
+$2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.49M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.04M
5
LPL Financial
LPL Financial
California
+$303K

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.59M
2
ASN
Advisory Services Network
Georgia
-$955K
3
Citadel Advisors
Citadel Advisors
Florida
-$804K
4
AWS
Atria Wealth Solutions
New York
-$401K
5
SFS
Shaker Financial Services
Virginia
-$331K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
26
Pathway Financial Advisers
Indiana
$608K +$2.06K +128 +0.3%
JSW
27
Journey Strategic Wealth
New Jersey
$567K +$46.7K +2,900 +9%
NA
28
NewEdge Advisors
Louisiana
$566K +$88.6K +5,500 +19%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$560K -$230K -14,280 -29%
Comerica Bank
30
Comerica Bank
Texas
$479K +$232K +14,404 +94%
Invesco
31
Invesco
Georgia
$467K -$187K -11,643 -29%
GP
32
Gridiron Partners
Pennsylvania
$436K – – –
ACP
33
Aviance Capital Partners
Florida
$412K +$78K +4,845 +23%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$380K +$4.96K +308 +1%
MC
35
Moors & Cabot
Massachusetts
$367K – – –
AFO
36
Allie Family Office
Florida
$322K – – –
PAG
37
Private Advisor Group
New Jersey
$313K -$23.1K -1,437 -7%
OC
38
Oppenheimer & Co
New York
$306K -$7.57K -470 -2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$283K +$2.96K +184 +1%
SXL
40
Summit X LLC
Missouri
$281K -$144K -8,970 -34%
First Trust Advisors
41
First Trust Advisors
Illinois
$269K -$5.35K -332 -2%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$241K -$38.3K -2,380 -14%
AWE
43
Avidian Wealth Enterprises
Texas
$225K – – –
BAM
44
Belpointe Asset Management
Nevada
$222K – – –
TCWM
45
Total Clarity Wealth Management
Illinois
$221K – – –
CCG
46
Catalina Capital Group
California
$218K – – –
WCM
47
Westend Capital Management
California
$218K +$19.8K +1,230 +10%
RAM
48
Readystate Asset Management
Illinois
$205K +$205K +12,759 New
LA
49
LM Advisors
California
$202K +$202K +12,517 New
PWP
50
Precedent Wealth Partners
Texas
$201K +$201K +12,479 New
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