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Guggenheim Strategic Opportunities Fund

194 hedge funds and large institutions have $551M invested in Guggenheim Strategic Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
KCP
26
Kera Capital Partners
California
$4.64M
IA
27
Integrity Alliance
Iowa
$4.29M
USCWA
28
U.S. Capital Wealth Advisors
Texas
$3.95M
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$3.7M
VAS
30
Vestmark Advisory Solutions
Massachusetts
$3.19M
MYIA
31
Mount Yale Investment Advisors
Colorado
$3.19M
Baird Financial Group
32
Baird Financial Group
Wisconsin
$3.15M
PAG
33
Private Advisor Group
New Jersey
$3.11M
RB
34
Richmond Brothers
Michigan
$3.1M
IWC
35
Integrated Wealth Concepts
Massachusetts
$3.1M
IIM
36
Illumine Investment Management
Washington
$2.93M
MFWP
37
Mosaic Family Wealth Partners
Missouri
$2.87M
Ameriprise
38
Ameriprise
Minnesota
$2.87M
HCA
39
Harpswell Capital Advisors
Maine
$2.56M
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$2.55M
MGWM
41
Marks Group Wealth Management
Minnesota
$2.53M
WS
42
Wedbush Securities
California
$2.47M
XT
43
XTX Topco
Cayman Islands
$2.19M
PS
44
Principal Securities
Iowa
$2.18M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.18M
CSP
46
Cary Street Partners
Virginia
$2.08M
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.99M
TVAMP
48
Tennessee Valley Asset Management Partners
Tennessee
$1.95M
KAS
49
Kestra Advisory Services
Texas
$1.94M
FZCM
50
Flynn Zito Capital Management
New York
$1.83M