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Guggenheim Strategic Opportunities Fund

173 hedge funds and large institutions have $418M invested in Guggenheim Strategic Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 83 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.09M
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3M
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.98M
MGWM
29
Marks Group Wealth Management
Minnesota
$2.92M
WS
30
Wedbush Securities
California
$2.63M
GVAG
31
Great Valley Advisor Group
Delaware
$2.22M
PS
32
Principal Securities
Iowa
$2.17M
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$2.11M
SPIA
34
Steward Partners Investment Advisory
New York
$1.93M
KAS
35
Kestra Advisory Services
Texas
$1.92M
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$1.72M
FFA
37
Founders Financial Alliance
North Carolina
$1.67M
NA
38
NewEdge Advisors
Louisiana
$1.6M
PAG
39
Private Advisor Group
New Jersey
$1.53M
MA
40
Mutual Advisors
Nebraska
$1.39M
FZCM
41
Flynn Zito Capital Management
New York
$1.38M
IA
42
IFG Advisory
Georgia
$1.34M
CIAS
43
Capital Investment Advisory Services
North Carolina
$1.25M
SA
44
Sovran Advisors
California
$1.21M
AAS
45
Avantax Advisory Services
Texas
$1.17M
AFP
46
Ausdal Financial Partners
Iowa
$1.17M
DAS
47
Dynamic Advisor Solutions
Arizona
$1.15M
SPC
48
Sigma Planning Corp
Michigan
$1.14M
PI
49
PFG Investments
New York
$1.1M
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$1.06M