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Guggenheim Strategic Opportunities Fund

169 hedge funds and large institutions have $427M invested in Guggenheim Strategic Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
26
Petra Financial Advisors
Colorado
$3.32M
MGWM
27
Marks Group Wealth Management
Minnesota
$3.06M
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.9M
WS
29
Wedbush Securities
California
$2.82M
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.8M
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$2.05M
GVAG
32
Great Valley Advisor Group
Delaware
$2.04M
PS
33
Principal Securities
Iowa
$2.03M
SPIA
34
Steward Partners Investment Advisory
New York
$1.89M
MAM
35
Milestone Asset Management
Pennsylvania
$1.84M
FFA
36
Founders Financial Alliance
North Carolina
$1.78M
NA
37
NewEdge Advisors
Louisiana
$1.64M
PAG
38
Private Advisor Group
New Jersey
$1.54M
TVAMP
39
Tennessee Valley Asset Management Partners
Tennessee
$1.47M
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.43M
MA
41
Mutual Advisors
Nebraska
$1.4M
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$1.37M
SA
43
Sovran Advisors
California
$1.31M
GWM
44
Geneos Wealth Management
Colorado
$1.29M
AFP
45
Ausdal Financial Partners
Iowa
$1.22M
AAS
46
Avantax Advisory Services
Texas
$1.2M
SPC
47
Sigma Planning Corp
Michigan
$1.19M
DAS
48
Dynamic Advisor Solutions
Arizona
$1.18M
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.16M
Ameriprise
50
Ameriprise
Minnesota
$1.12M