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 %
AWE
51
Avidian Wealth Enterprises
Texas
$218K – – –
WCM
52
Westend Capital Management
California
$215K +$4.15K +266 +2%
BAM
53
Belpointe Asset Management
Nevada
$215K – – –
CCG
54
Catalina Capital Group
California
$211K -$421 -27 -0.2%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$200K +$52.3K +3,356 +35%
Jane Street
56
Jane Street
New York
$199K +$199K +12,767 New
OC
57
Oppenheimer & Co
New York
$194K -$102K -6,550 -35%
PWP
58
Precedent Wealth Partners
Texas
$184K -$10.1K -651 -5%
BCA
59
Bay Colony Advisors
Massachusetts
$173K +$4.54K +291 +3%
IWC
60
Integrated Wealth Concepts
Massachusetts
$173K +$173K +11,095 New
MAS
61
MPWM Advisory Solutions
Georgia
$168K +$1.26K +81 +0.8%
RPA
62
Redwood Park Advisors
California
$166K +$34.6K +2,222 +26%
SXL
63
Summit X LLC
Missouri
$157K -$115K -7,388 -42%
Cerity Partners
64
Cerity Partners
New York
$156K +$156K +10,000 New
OIA
65
Optimum Investment Advisors
Illinois
$124K -$59.5K -3,816 -32%
AWM
66
Activest Wealth Management
Florida
$119K – – –
T
67
Tidemark
California
$58.5K – – –
FDW
68
Fourth Dimension Wealth
Ohio
$43.7K -$4.68K -300 -10%
LFG
69
Larson Financial Group
Missouri
$33.8K +$16 +1 +0%
ADL
70
Asset Dedication LLC
California
$30.3K – – –
FMP
71
Financial Management Professionals
Texas
$21.8K +$483 +31 +2%
SS
72
Sunbelt Securities
Texas
$15.8K – – –
DJSG
73
D.J. St. Germain
Massachusetts
$10.6K – – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$9.95K -$98.6K -6,328 -91%
MFT
75
Moisand Fitzgerald Tamayo
Florida
$7.8K – – –
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3
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