DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

78 hedge funds and large institutions have $158M invested in DoubleLine Yield Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
32
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
LWM
LeConte Wealth Management
Tennessee
$8.12M
2
WIA
World Investment Advisors
California
$2.78M
3
UBS Group
UBS Group
Switzerland
$16.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$555K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$928K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$692K +$144K +9,215 +26%
Osaic Holdings
27
Osaic Holdings
Arizona
$668K -$122K -7,680 -15%
WLPWM
28
Walled Lake Planning & Wealth Management
Illinois
$626K – – –
JSW
29
Journey Strategic Wealth
New Jersey
$586K +$36.9K +2,365 +7%
PFA
30
Pathway Financial Advisers
Indiana
$583K -$5.36K -344 -0.9%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$555K -$959K -61,505 -63%
MOS
32
MGO One Seven
Ohio
$548K +$548K +35,149 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$511K -$30.8K -1,976 -6%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$506K +$506K +32,447 New
Invesco
35
Invesco
Georgia
$476K +$23.8K +1,525 +5%
ACP
36
Aviance Capital Partners
Florida
$467K +$68.6K +4,398 +17%
Comerica Bank
37
Comerica Bank
Texas
$465K +$733 +47 +0.2%
IA
38
IFC Advisors
California
$435K +$435K +27,883 New
GP
39
Gridiron Partners
Pennsylvania
$422K – – –
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$398K +$30.4K +1,948 +8%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$395K +$395K +25,354 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$371K +$96.6K +6,196 +35%
Calamos Advisors
43
Calamos Advisors
Illinois
$316K +$316K +20,251 New
AFO
44
Allie Family Office
Florida
$312K – – –
PAG
45
Private Advisor Group
New Jersey
$305K +$1.58K +101 +0.5%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$299K +$299K +19,200 New
Corient Private Wealth
47
Corient Private Wealth
Florida
$294K +$294K +18,841 New
First Trust Advisors
48
First Trust Advisors
Illinois
$285K +$25.3K +1,626 +10%
EC
49
Elequin Capital
New York
$272K +$272K +17,451 New
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$238K +$4.91K +315 +2%
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