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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
Morgan Stanley
1
Morgan Stanley
New York
$32.6M +$499K +32,475 +2%
Wells Fargo
2
Wells Fargo
California
$31.2M +$1.65M +107,724 +6%
UBS Group
3
UBS Group
Switzerland
$16.3M -$1.35M -88,018 -8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.26M +$220K +14,344 +2%
LWM
5
LeConte Wealth Management
Tennessee
$8.12M -$6.94M -452,216 -46%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.22M +$134K +8,708 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$4.9M +$641K +41,746 +15%
PAMP
8
Polar Asset Management Partners
Ontario, Canada
$4.35M +$4.28M +278,950 New
IFG
9
Independent Financial Group
California
$3.41M -$133K -8,679 -4%
JAG
10
Journey Advisory Group
Kentucky
$3.07M -$15.9K -1,033 -0.5%
WIA
11
World Investment Advisors
California
$2.78M -$1.86M -120,940 -40%
CPRC
12
Consolidated Portfolio Review Corp
New York
$2.75M +$107K +6,979 +4%
Cohen & Steers
13
Cohen & Steers
New York
$2.73M
Bank of America
14
Bank of America
North Carolina
$2.55M +$20.2K +1,314 +0.8%
WS
15
Wedbush Securities
California
$1.88M +$138K +8,960 +8%
CP
16
Creekside Partners
California
$1.81M +$10.8K +701 +0.6%
MWM
17
Maridea Wealth Management
New York
$1.66M +$60.1K +3,913 +4%
EW
18
Evoke Wealth
California
$1.51M +$61.4K +4,000 +4%
LPL Financial
19
LPL Financial
California
$1.45M +$56.4K +3,672 +4%
SFS
20
Shaker Financial Services
Virginia
$1.3M +$1.28M +83,413 New
RAM
21
Readystate Asset Management
Illinois
$1.23M +$1.02M +66,134 +518%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$1.17M -$1.41K -92 -0.1%
Stifel Financial
23
Stifel Financial
Missouri
$1.09M -$47.6K -3,102 -4%
SDWIA
24
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.05M +$25.2K +1,638 +2%
AWS
25
Atria Wealth Solutions
New York
$967K +$135K +8,816 +17%

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.