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Guggenheim Strategic Opportunities Fund

196 hedge funds and large institutions have $553M invested in Guggenheim Strategic Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

15% more capital invested

Capital invested by funds: $480M → $553M (+$72.7M)

6.63% more ownership

Funds ownership: 19.8%26.43% (+6.6%)

6% more funds holding

Funds holding: 185196 (+11)

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
39
Increased
72
Reduced
57
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCP
26
Kera Capital Partners
California
$4.64M +$4.75M +362,801 New
IA
27
Integrity Alliance
Iowa
$4.29M +$312K +23,802 +8%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$3.95M +$3.67M +280,020 +1,048%
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$3.7M +$179K +13,654 +5%
MYIA
30
Mount Yale Investment Advisors
Colorado
$3.19M +$238K +18,181 +8%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$3.19M +$238K +18,181 +8%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$3.15M +$728K +55,601 +29%
PAG
33
Private Advisor Group
New Jersey
$3.11M +$1.43M +109,106 +83%
RB
34
Richmond Brothers
Michigan
$3.1M +$147K +11,217 +5%
IWC
35
Integrated Wealth Concepts
Massachusetts
$3.1M +$56.2K +4,291 +2%
IIM
36
Illumine Investment Management
Washington
$2.93M +$17.6K +1,347 +0.6%
MFWP
37
Mosaic Family Wealth Partners
Missouri
$2.87M +$88K +6,722 +3%
Ameriprise
38
Ameriprise
Minnesota
$2.87M +$1.92M +146,604 +193%
HCA
39
Harpswell Capital Advisors
Maine
$2.56M +$2.6M +198,923 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$2.55M +$152K +11,632 +6%
MGWM
41
Marks Group Wealth Management
Minnesota
$2.53M
WS
42
Wedbush Securities
California
$2.47M +$166K +12,646 +7%
XT
43
XTX Topco
Cayman Islands
$2.19M +$2.23M +170,088 New
PS
44
Principal Securities
Iowa
$2.18M +$210K +16,043 +10%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.18M -$812K -61,984 -27%
CSP
46
Cary Street Partners
Virginia
$2.08M +$789K +60,229 +59%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.99M -$1.8M -137,341 -47%
TVAMP
48
Tennessee Valley Asset Management Partners
Tennessee
$1.95M +$125K +9,530 +7%
KAS
49
Kestra Advisory Services
Texas
$1.94M +$293K +22,383 +17%
FZCM
50
Flynn Zito Capital Management
New York
$1.83M -$264K -20,179 -12%