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DLY

DoubleLine Yield Opportunities Fund

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: 7180 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
EC
51
Elequin Capital
New York
$272K +$268K +17,451 New
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$238K +$4.84K +315 +2%
AWE
53
Avidian Wealth Enterprises
Texas
$218K
WCM
54
Westend Capital Management
California
$215K +$4.08K +266 +2%
BAM
55
Belpointe Asset Management
Nevada
$215K
CCG
56
Catalina Capital Group
California
$211K -$415 -27 -0.2%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$200K +$51.5K +3,356 +35%
Jane Street
58
Jane Street
New York
$199K +$196K +12,767 New
OC
59
Oppenheimer & Co
New York
$194K -$101K -6,550 -35%
PWP
60
Precedent Wealth Partners
Texas
$184K -$10K -651 -5%
BCA
61
Bay Colony Advisors
Massachusetts
$173K +$4.47K +291 +3%
IWC
62
Integrated Wealth Concepts
Massachusetts
$173K +$170K +11,095 New
MAS
63
MPWM Advisory Solutions
Georgia
$168K +$1.24K +81 +0.8%
RPA
64
Redwood Park Advisors
California
$166K +$34.1K +2,222 +26%
SXL
65
Summit X LLC
Missouri
$157K -$113K -7,388 -42%
Cerity Partners
66
Cerity Partners
New York
$156K +$154K +10,000 New
OIA
67
Optimum Investment Advisors
Illinois
$124K -$58.6K -3,816 -32%
AWM
68
Activest Wealth Management
Florida
$119K
T
69
Tidemark
California
$58.5K
FDW
70
Fourth Dimension Wealth
Ohio
$43.7K -$4.61K -300 -10%
LFG
71
Larson Financial Group
Missouri
$33.8K +$15 +1 +0%
ADL
72
Asset Dedication LLC
California
$30.3K
FMP
73
Financial Management Professionals
Texas
$21.8K +$476 +31 +2%
SS
74
Sunbelt Securities
Texas
$15.8K
DJSG
75
D.J. St. Germain
Massachusetts
$10.6K

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.