DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

78 hedge funds and large institutions have $158M invested in DoubleLine Yield Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% 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
14
Increased
32
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
$4.35M
2
Wells Fargo
Wells Fargo
California
$31.2M
3
SFS
Shaker Financial Services
Virginia
$1.3M
4
RAM
Readystate Asset Management
Illinois
$1.23M
5
Raymond James Financial
Raymond James Financial
Florida
$4.9M

Top Sellers

1
LWM
LeConte Wealth Management
Tennessee
$8.12M
2
WIA
World Investment Advisors
California
$2.78M
3
UBS Group
UBS Group
Switzerland
$16.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$555K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$928K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.6M +$506K +32,475 +2%
Wells Fargo
2
Wells Fargo
California
$31.2M +$1.68M +107,724 +6%
UBS Group
3
UBS Group
Switzerland
$16.3M -$1.37M -88,018 -8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.26M +$224K +14,344 +2%
LWM
5
LeConte Wealth Management
Tennessee
$8.12M -$7.05M -452,216 -46%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.22M +$136K +8,708 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$4.9M +$651K +41,746 +15%
PAMP
8
Polar Asset Management Partners
Ontario, Canada
$4.35M +$4.35M +278,950 New
JAG
9
Journey Advisory Group
Kentucky
$3.07M -$16.1K -1,033 -0.5%
WIA
10
World Investment Advisors
California
$2.78M -$1.89M -120,940 -40%
CPRC
11
Consolidated Portfolio Review Corp
New York
$2.75M +$109K +6,979 +4%
Cohen & Steers
12
Cohen & Steers
New York
$2.73M – – –
Bank of America
13
Bank of America
North Carolina
$2.55M +$20.5K +1,314 +0.8%
WS
14
Wedbush Securities
California
$1.88M +$140K +8,960 +8%
CP
15
Creekside Partners
California
$1.81M +$10.9K +701 +0.6%
MWM
16
Maridea Wealth Management
New York
$1.66M +$61K +3,913 +4%
EW
17
Evoke Wealth
California
$1.51M +$62.4K +4,000 +4%
LPL Financial
18
LPL Financial
California
$1.45M +$57.2K +3,672 +4%
SFS
19
Shaker Financial Services
Virginia
$1.3M +$1.3M +83,413 New
RAM
20
Readystate Asset Management
Illinois
$1.23M +$1.03M +66,134 +518%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$1.17M -$1.43K -92 -0.1%
Stifel Financial
22
Stifel Financial
Missouri
$1.09M -$48.4K -3,102 -4%
SDWIA
23
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.05M +$25.5K +1,638 +2%
AWS
24
Atria Wealth Solutions
New York
$967K +$137K +8,816 +17%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$928K -$694K -44,518 -43%
1
2 3 4