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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
Morgan Stanley
1
Morgan Stanley
New York
$36.8M +$5.33M +345,763 +17%
Wells Fargo
2
Wells Fargo
California
$29.6M -$561K -36,429 -2%
UBS Group
3
UBS Group
Switzerland
$15.3M -$491K -31,852 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.82M -$138K -8,933 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.08M +$94.1K +6,106 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$5.14M +$401K +26,040 +8%
SFS
7
Shaker Financial Services
Virginia
$4.44M +$3.26M +211,297 +253%
PAMP
8
Polar Asset Management Partners
Ontario, Canada
$4.3M +$98.4K +6,385 +2%
RAM
9
Readystate Asset Management
Illinois
$3.43M +$2.29M +148,639 +188%
IFG
10
Independent Financial Group
California
$3.3M -$478 -31 -0%
JAG
11
Journey Advisory Group
Kentucky
$2.92M -$51.6K -3,351 -2%
CPRC
12
Consolidated Portfolio Review Corp
New York
$2.88M +$225K +14,632 +8%
Cohen & Steers
13
Cohen & Steers
New York
$2.64M
LPL Financial
14
LPL Financial
California
$2.42M +$1.04M +67,513 +73%
Bank of America
15
Bank of America
North Carolina
$2.36M -$106K -6,878 -4%
PFA
16
Pettinga Financial Advisors
Indiana
$2.1M +$2.15M +139,324 New
WS
17
Wedbush Securities
California
$1.92M +$104K +6,758 +6%
P
18
&Partners
Tennessee
$1.82M +$1.85M +120,392 New
MWM
19
Maridea Wealth Management
New York
$1.81M +$263K +17,095 +16%
CP
20
Creekside Partners
California
$1.53M -$220K -14,275 -12%
Stifel Financial
21
Stifel Financial
Missouri
$1.51M +$466K +30,263 +43%
EW
22
Evoke Wealth
California
$1.27M -$193K -12,500 -13%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$1.12M -$6.16K -400 -0.5%
SDWIA
24
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.02M +$6.09K +395 +0.6%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$998K +$629K +40,848 +161%

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.