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Guggenheim Strategic Opportunities Fund

170 hedge funds and large institutions have $415M invested in Guggenheim Strategic Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
170
Holders Change
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
81
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M 7,297,290 +434,466 +6%
LPL Financial
2
LPL Financial
California
$30.5M 2,051,627 +108,163 +6%
VCP
3
Verus Capital Partners
Arizona
$28M 1,877,230 +304,540 +19%
UBS Group
4
UBS Group
Switzerland
$22.7M 1,522,861 +50,267 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$14.3M 958,371 -206,226 -18%
MML Investors Services
6
MML Investors Services
Massachusetts
$11.9M 801,302 +4,864 +0.6%
CW
7
CreativeOne Wealth
Kansas
$11M 740,653 +57,982 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.9M 730,756 +302,847 +71%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$10.1M 679,066 +72,557 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.81M 659,129 +40,682 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.75M 639,994 -107,961 -14%
Bank of America
12
Bank of America
North Carolina
$8.2M 551,009 +21,357 +4%
PFA
13
Petra Financial Advisors
Colorado
$6.63M 445,056 +231,751 +109%
SAM
14
Secure Asset Management
Michigan
$6.46M 433,655 -10,006 -2%
PCIA
15
Prime Capital Investment Advisors
Kansas
$6.33M 424,839 -302,444 -42%
Cohen & Steers
16
Cohen & Steers
New York
$5.16M 346,789 -40,000 -10%
Truist Financial
17
Truist Financial
North Carolina
$4.71M 316,322 +94,504 +43%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.48M 300,610 -370,473 -55%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$4.23M 283,722 +20,285 +8%
RB
20
Richmond Brothers
Michigan
$3.55M 238,400 +8,200 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.52M 236,170 -408,639 -63%
AIP
22
Almanack Investment Partners
Pennsylvania
$3.43M 230,090 +443 +0.2%
MFWP
23
Mosaic Family Wealth Partners
Missouri
$3.38M 227,244 +9,040 +4%
BCA
24
Bay Colony Advisors
Massachusetts
$3.32M 222,731 -35,870 -14%
IIM
25
Illumine Investment Management
Washington
$3.23M 216,834 +2,905 +1%