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DLY

DoubleLine Yield Opportunities Fund
DLY

80 hedge funds and large institutions have $162M invested in DoubleLine Yield Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

13% more funds holding

Funds holding: 71 → 80 (+9)

0.22% more ownership

Funds ownership: 21.3% → 21.52% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $166M → $162M (-$3.63M)

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% 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
15
Increased
33
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$4.28M
2
Wells Fargo
Wells Fargo
California
+$1.65M
3
SFS
Shaker Financial Services
Virginia
+$1.28M
4
RAM
Readystate Asset Management
Illinois
+$1.02M
5
Raymond James Financial
Raymond James Financial
Florida
+$641K

Top Sellers

Rank Fund Capital Flow
1
LWM
LeConte Wealth Management
Tennessee
-$6.94M
2
WIA
World Investment Advisors
California
-$1.86M
3
UBS Group
UBS Group
Switzerland
-$1.35M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$944K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$684K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$956K +$176K +11,443 +23%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$928K -$684K -44,518 -43%
NA
28
NewEdge Advisors
Louisiana
$692K +$142K +9,215 +26%
WLPWM
29
Walled Lake Planning & Wealth Management
Illinois
$626K – – –
JSW
30
Journey Strategic Wealth
New Jersey
$586K +$36.3K +2,365 +7%
PFA
31
Pathway Financial Advisers
Indiana
$583K -$5.28K -344 -0.9%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$555K -$944K -61,505 -63%
MOS
33
MGO One Seven
Ohio
$548K +$540K +35,149 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$511K -$30.3K -1,976 -6%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$506K +$498K +32,447 New
Invesco
36
Invesco
Georgia
$476K +$23.4K +1,525 +5%
ACP
37
Aviance Capital Partners
Florida
$467K +$67.5K +4,398 +17%
Comerica Bank
38
Comerica Bank
Texas
$465K +$722 +47 +0.2%
IA
39
IFC Advisors
California
$435K +$428K +27,883 New
GP
40
Gridiron Partners
Pennsylvania
$422K – – –
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$398K +$29.9K +1,948 +8%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$395K +$389K +25,354 New
SA
43
Sanctuary Advisors
Indiana
$380K +$375K +24,388 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$371K +$95.1K +6,196 +35%
Calamos Advisors
45
Calamos Advisors
Illinois
$316K +$311K +20,251 New
AFO
46
Allie Family Office
Florida
$312K – – –
PAG
47
Private Advisor Group
New Jersey
$305K +$1.55K +101 +0.5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$299K +$295K +19,200 New
Corient Private Wealth
49
Corient Private Wealth
Florida
$294K +$289K +18,841 New
First Trust Advisors
50
First Trust Advisors
Illinois
$285K +$25K +1,626 +10%
1
2
3 4

DLY Hedge Fund Activity: Q2 2025 in Review

80 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q2 2025, worth a combined $162M — down 2.2% from $166M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DLY positions and 5 closed out — a net gain of 10 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $4.28M. The largest seller was LeConte Wealth Management, cutting an estimated $6.94M.

  • 80 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q2 2025, up from 71 in Q1 2025.
  • Funds reported $162M of DoubleLine Yield Opportunities Fund stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 15 funds opened new DoubleLine Yield Opportunities Fund positions in Q2 2025 and 5 closed out, a net change of +10 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q2 2025 was Polar Asset Management Partners, an estimated $4.28M added.
  • The largest DoubleLine Yield Opportunities Fund seller in Q2 2025 was LeConte Wealth Management, an estimated $6.94M sold.

Based on aggregated 13F filings for Q2 2025.