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 %
Morgan Stanley
1
Morgan Stanley
New York
$33.2M -$325K -20,174 -1%
Wells Fargo
2
Wells Fargo
California
$30.5M +$243K +15,113 +0.8%
UBS Group
3
UBS Group
Switzerland
$18.2M +$12.9K +803 +0.1%
LWM
4
LeConte Wealth Management
Tennessee
$15.7M +$15.7M +972,938 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.33M +$1.04M +64,369 +12%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.32M -$17.5K -1,090 -0.2%
WIA
7
World Investment Advisors
California
$4.82M +$2M +123,980 +71%
Raymond James Financial
8
Raymond James Financial
Florida
$4.39M +$125K +7,770 +3%
JAG
9
Journey Advisory Group
Kentucky
$3.18M +$3.18M +197,706 New
Cohen & Steers
10
Cohen & Steers
New York
$2.82M – – –
CPRC
11
Consolidated Portfolio Review Corp
New York
$2.73M -$53.3K -3,308 -2%
Bank of America
12
Bank of America
North Carolina
$2.61M -$200K -12,414 -7%
CP
13
Creekside Partners
California
$1.86M +$10.6K +658 +0.6%
WS
14
Wedbush Securities
California
$1.8M +$214K +13,313 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.68M +$1.49M +92,412 +796%
MWM
16
Maridea Wealth Management
New York
$1.65M +$55.4K +3,443 +3%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.56M -$1.59M -99,067 -51%
EW
18
Evoke Wealth
California
$1.49M – – –
LPL Financial
19
LPL Financial
California
$1.43M +$303K +18,800 +27%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$1.21M +$9.63K +598 +0.8%
Stifel Financial
21
Stifel Financial
Missouri
$1.17M -$42.6K -2,647 -4%
SDWIA
22
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M +$56.5K +3,508 +6%
AWS
23
Atria Wealth Solutions
New York
$857K -$401K -24,878 -32%
Osaic Holdings
24
Osaic Holdings
Arizona
$803K +$108K +6,723 +16%
WLPWM
25
Walled Lake Planning & Wealth Management
Illinois
$646K – – –
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