DoubleLine Opportunistic Credit Fund is a publicly traded company on NYSE. As of Q3 2025, 60 institutional investors hold shares in this company, with total holdings valued at $100.1M. UBS Group AG is the largest holder with a position valued at $9.0M.
Overview of institutional ownership in DBL as of Q3 2025
Institutions with the largest positions in DBL as of Q3 2025
| Institution | Position Value |
|---|---|
UBS Group AG Institution | $9.0M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $8.5M 0.00% of portfolio |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | $8.0M 0.19% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $6.8M 0.00% of portfolio |
Twelve Points Wealth Management LLC RIA/Wealth | $6.2M 1.55% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $4.9M 0.00% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $4.6M 0.00% of portfolio |
I Intellectus Partners, LLC RIA/Wealth | $4.4M 0.88% of portfolio |
Stratos Wealth Advisors, LLC RIA/Wealth | $3.9M 0.19% of portfolio |
R.P. Boggs & Co. Wealth Mangement RIA/Wealth | $3.9M 1.75% of portfolio |
Institutional buying and selling activity for DBL in Q3 2025
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$3.2M +203.5K shares |
Polar Securities Inc. Hedge Fund•Multi-Strategy | +$2.6M +166.5K shares |
Stratos Wealth Advisors, LLC RIA/Wealth | +$2.1M +134.4K shares |
B Berger Financial Group, Inc RIA/Wealth | +$1.6M +105.5K shares |
Consolidated Portfolio Review Corp RIA/Wealth | +$991.9K +63.7K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$697.3K +44.8K shares |
Gridiron Partners, LLC Long Only Manager | +$672.0K +2.2M shares |
Invesco Ltd. ETF Provider | +$477.1K +30.6K shares |
AMERIPRISE FINANCIAL INC Institution | +$285.0K +18.3K shares |
R.P. Boggs & Co. Wealth Mangement RIA/Wealth | +$216.9K +13.9K shares |
| Institution | Net Sold |
|---|---|
LeConte Wealth Management, LLC RIA/Wealth | −$9.8M −636.9K shares |
MORGAN STANLEY RIA/Wealth | −$988.4K −63.4K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$438.8K −28.5K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$397.5K −25.5K shares |
C COMERICA BANK Institution | −$229.8K −14.8K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | −$191.9K −12.5K shares |
T TD Waterhouse Canada Inc. Institution | −$179.7K −11.6K shares |
X XTX Topco Ltd Institution | −$155.6K −10.1K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | −$101.7K −6.6K shares |
T TOTAL INVESTMENT MANAGEMENT INC Institution | −$64.6K −4.2K shares |
Institutions that initiated new positions or completely exited DBL in Q3 2025
| Institution | Position Value |
|---|---|
Polar Securities Inc. Hedge Fund•Multi-Strategy | $2.6M 166.5K shares |
B Berger Financial Group, Inc RIA/Wealth | $1.6M 105.5K shares |
Cetera Investment Advisers RIA/Wealth | $185.3K 11.9K shares |
Blackhawk Capital Partners LLC. RIA/Wealth | $162.8K 10.5K shares |
NBC SECURITIES, INC. RIA/Wealth | $6.6K 426.0 shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $6.2K 400.0 shares |
| Institution | Previous Position |
|---|---|
LeConte Wealth Management, LLC RIA/Wealth | $9.8M 636.9K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $438.8K 28.5K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | $191.9K 12.5K shares |
X XTX Topco Ltd Institution | $155.6K 10.1K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $101.7K 6.6K shares |
T TOTAL INVESTMENT MANAGEMENT INC Institution | $64.6K 4.2K shares |
$25.0K 1.6K shares | |
Global Retirement Partners, LLC RIA/Wealth | $1.8K 117.0 shares |
Spire Wealth Management RIA/Wealth | $1.2K 77.0 shares |
N NATIONAL BANK OF CANADA /FI/ Institution | $15.0 1.0 shares |
Institutions with the largest Call and Put options positions in DBL as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DBL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
R.P. Boggs & Co. Wealth Mangement RIA/Wealth | 1.75% $3.9M |
Twelve Points Wealth Management LLC RIA/Wealth | 1.55% $6.2M |
I Intellectus Partners, LLC RIA/Wealth | 0.88% $4.4M |
Gridiron Partners, LLC Long Only Manager | 0.53% $684.2K |
B Botty Investors LLC Family Office | 0.43% $1.6M |
Consolidated Portfolio Review Corp RIA/Wealth | 0.30% $2.3M |
Ignite Planners, LLC RIA/Wealth | 0.28% $1.7M |
Journey Advisory Group, LLC RIA/Wealth | 0.19% $2.6M |
Stratos Wealth Advisors, LLC RIA/Wealth | 0.19% $3.9M |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | 0.19% $8.0M |
Discover hedge funds investing in DBL

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $282.9M | 8.42% | |
Unknown Unknown | $103.5M | 3.08% | |
Semiconductors Technology | $90.7M | 2.70% |
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