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DLY

DoubleLine Yield Opportunities Fund
DLY

91 hedge funds and large institutions have $167M invested in DoubleLine Yield Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

14% more funds holding

Funds holding: 80 → 91 (+11)

2.48% more ownership

Funds ownership: 21.52% → 24% (+2.5%)

3% more capital invested

Capital invested by funds: $162M → $167M (+$5.19M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
91
Holders Change
+11
Holders Change %
+13.75%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
35
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GP
Gridiron Partners
Pennsylvania
+$7.69M
2
Morgan Stanley
Morgan Stanley
New York
+$5.33M
3
SFS
Shaker Financial Services
Virginia
+$3.26M
4
RAM
Readystate Asset Management
Illinois
+$2.29M
5
PFA
Pettinga Financial Advisors
Indiana
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
LWM
LeConte Wealth Management
Tennessee
-$8.12M
2
WIA
World Investment Advisors
California
-$2.21M
3
Wells Fargo
Wells Fargo
California
-$561K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$506K
5
UBS Group
UBS Group
Switzerland
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$335K -$24.1K -1,564 -7%
First Trust Advisors
52
First Trust Advisors
Illinois
$314K +$38.6K +2,504 +14%
AFO
53
Allie Family Office
Florida
$302K – – –
PAG
54
Private Advisor Group
New Jersey
$300K +$5.64K +366 +2%
Corient Private Wealth
55
Corient Private Wealth
Florida
$284K – – –
LBC
56
Lowe Brockenbrough & Co
Virginia
$277K +$283K +18,380 New
KAS
57
Kestra Advisory Services
Texas
$275K +$281K +18,226 New
BFA
58
Blueprint Financial Advisors
North Carolina
$271K +$277K +18,000 New
KWM
59
Kingsview Wealth Management
Oregon
$264K +$270K +17,500 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$230K -$61K -3,957 -21%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$226K -$4.24K -275 -2%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$216K +$221K +14,317 New
AWE
63
Avidian Wealth Enterprises
Texas
$211K – – –
BAM
64
Belpointe Asset Management
Nevada
$208K – – –
CCG
65
Catalina Capital Group
California
$204K – – –
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$193K – – –
AAP
67
Arax Advisory Partners
Colorado
$172K +$176K +11,401 New
BCA
68
Bay Colony Advisors
Massachusetts
$171K +$3.42K +222 +2%
RPA
69
Redwood Park Advisors
California
$162K +$678 +44 +0.4%
HF
70
HRT Financial
New York
$158K +$162K +10,521 New
MC
71
Moors & Cabot
Massachusetts
$154K +$157K +10,212 New
SA
72
Sovran Advisors
California
$153K +$160K +10,397 New
Cerity Partners
73
Cerity Partners
New York
$151K – – –
AWM
74
Activest Wealth Management
Florida
$115K – – –
OIA
75
Optimum Investment Advisors
Illinois
$115K -$5.35K -347 -4%
1 2
3
4

DLY Hedge Fund Activity: Q3 2025 in Review

91 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q3 2025, worth a combined $167M — up 3.2% from $162M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DLY positions and 7 closed out — a net gain of 12 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Gridiron Partners, adding an estimated $7.69M. The largest seller was LeConte Wealth Management, exiting entirely with an estimated $8.12M sold.

  • 91 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q3 2025, up from 80 in Q2 2025.
  • Funds reported $167M of DoubleLine Yield Opportunities Fund stock for Q3 2025, up 3.2% quarter-over-quarter.
  • 19 funds opened new DoubleLine Yield Opportunities Fund positions in Q3 2025 and 7 closed out, a net change of +12 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q3 2025 was Gridiron Partners, an estimated $7.69M added.
  • The largest DoubleLine Yield Opportunities Fund seller in Q3 2025 was LeConte Wealth Management, an estimated $8.12M sold.

Based on aggregated 13F filings for Q3 2025.