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 %
OIA
51
Optimum Investment Advisors
Illinois
$190K -$24K -1,493 -11%
BCA
52
Bay Colony Advisors
Massachusetts
$174K +$2.28K +142 +1%
MAS
53
MPWM Advisory Solutions
Georgia
$172K +$1.22K +76 +0.7%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$138K – – –
RPA
55
Redwood Park Advisors
California
$136K +$12.8K +793 +10%
AWM
56
Activest Wealth Management
Florida
$123K – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$112K +$112K +6,966 New
KAS
58
Kestra Advisory Services
Texas
$110K +$110K +6,822 New
LC
59
Lindbrook Capital
California
$66K – – –
T
60
Tidemark
California
$60.4K -$3.04K -189 -5%
FDW
61
Fourth Dimension Wealth
Ohio
$49.9K – – –
LFG
62
Larson Financial Group
Missouri
$34.9K +$16 +1 +0%
HNB
63
Huntington National Bank
Ohio
$32.2K – – –
ADL
64
Asset Dedication LLC
California
$31.3K – – –
FMP
65
Financial Management Professionals
Texas
$22K +$467 +29 +2%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$16.5K – – –
SS
67
Sunbelt Securities
Texas
$16.1K – – –
GWM
68
Geneos Wealth Management
Colorado
$14.5K +$7.25K +450 +100%
DJSG
69
D.J. St. Germain
Massachusetts
$10.9K – – –
MFT
70
Moisand Fitzgerald Tamayo
Florida
$8.05K – – –
AF
71
Allworth Financial
California
$5.79K – – –
ASN
72
Advisory Services Network
Georgia
– -$955K -60,307 Closed
Citadel Advisors
73
Citadel Advisors
Florida
– -$804K -50,762 Closed
SFS
74
Shaker Financial Services
Virginia
– -$331K -20,884 Closed
VF
75
Virtu Financial
New York
– -$293K -18,482 Closed
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