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DLY

DoubleLine Yield Opportunities Fund

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: 8091 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
76
MPWM Advisory Solutions
Georgia
$108K -$55.7K -3,615 -34%
FDW
77
Fourth Dimension Wealth
Ohio
$42.2K
SS
78
Sunbelt Securities
Texas
$34.1K +$19.4K +1,259 +126%
LFG
79
Larson Financial Group
Missouri
$32.7K +$15 +1 +0%
ADL
80
Asset Dedication LLC
California
$29.3K
FMP
81
Financial Management Professionals
Texas
$21.5K +$508 +33 +2%
ASN
82
Advisory Services Network
Georgia
$20.5K +$21K +1,360 New
T
83
Tidemark
California
$15.8K -$41.7K -2,708 -72%
WCM
84
Westend Capital Management
California
$14.4K -$198K -12,854 -93%
DJSG
85
D.J. St. Germain
Massachusetts
$10.3K
EB
86
Eastern Bank
Massachusetts
$9.05K +$9.24K +600 New
MFT
87
Moisand Fitzgerald Tamayo
Florida
$7.54K
GWM
88
Geneos Wealth Management
Colorado
$6.79K
AF
89
Allworth Financial
California
$5.81K
HWP
90
Highline Wealth Partners
California
$4.52K +$4.62K +300 New
CAM
91
Creekmur Asset Management
Illinois
$237 +$15 +1 +7%
LWM
92
LeConte Wealth Management
Tennessee
-$8.12M -520,722 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
-$506K -32,447 Closed
EC
94
Elequin Capital
New York
-$272K -17,451 Closed
PWP
95
Precedent Wealth Partners
Texas
-$184K -11,828 Closed
IWC
96
Integrated Wealth Concepts
Massachusetts
-$173K -11,095 Closed
SXL
97
Summit X LLC
Missouri
-$157K -10,087 Closed
JP Morgan Chase
98
JP Morgan Chase
New York
-$9.95K -638 Closed

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.