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 %
WCM
51
Westend Capital Management
California
$215K 13,807 +266 +2%
BAM
52
Belpointe Asset Management
Nevada
$215K 13,775 – –
CCG
53
Catalina Capital Group
California
$211K 13,518 -27 -0.2%
Jane Street
54
Jane Street
New York
$199K 12,767 +12,767 New
OC
55
Oppenheimer & Co
New York
$194K 12,430 -6,550 -35%
PWP
56
Precedent Wealth Partners
Texas
$184K 11,828 -651 -5%
BCA
57
Bay Colony Advisors
Massachusetts
$173K 11,098 +291 +3%
IWC
58
Integrated Wealth Concepts
Massachusetts
$173K 11,095 +11,095 New
MAS
59
MPWM Advisory Solutions
Georgia
$168K 10,778 +81 +0.8%
RPA
60
Redwood Park Advisors
California
$166K 10,674 +2,222 +26%
SXL
61
Summit X LLC
Missouri
$157K 10,087 -7,388 -42%
Cerity Partners
62
Cerity Partners
New York
$156K 10,000 +10,000 New
OIA
63
Optimum Investment Advisors
Illinois
$124K 7,983 -3,816 -32%
AWM
64
Activest Wealth Management
Florida
$119K 7,652 – –
T
65
Tidemark
California
$58.5K 3,753 – –
FDW
66
Fourth Dimension Wealth
Ohio
$43.7K 2,800 -300 -10%
LFG
67
Larson Financial Group
Missouri
$33.8K 2,169 +1 +0%
ADL
68
Asset Dedication LLC
California
$30.3K 1,944 – –
FMP
69
Financial Management Professionals
Texas
$21.8K 1,396 +31 +2%
SS
70
Sunbelt Securities
Texas
$15.8K 1,000 – –
DJSG
71
D.J. St. Germain
Massachusetts
$10.6K 680 – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$9.95K 638 -6,328 -91%
MFT
73
Moisand Fitzgerald Tamayo
Florida
$7.8K 500 – –
GWM
74
Geneos Wealth Management
Colorado
$7.02K 450 -450 -50%
AF
75
Allworth Financial
California
$6K 385 – –
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3
4