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Guggenheim Strategic Opportunities Fund

171 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, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.29%
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
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UB
51
UMB Bank
Missouri
$1.04M +$13.6K +916 +1%
CL
52
Choreo LLC
Illinois
$1.03M
Ameriprise
53
Ameriprise
Minnesota
$1.02M -$56.4K -3,791 -5%
AWS
54
Atria Wealth Solutions
New York
$905K -$2.93M -196,919 -76%
GWM
55
Geneos Wealth Management
Colorado
$879K -$351K -23,591 -29%
GSIAS
56
Garden State Investment Advisory Services
New Jersey
$842K -$15.3K -1,025 -2%
BCM
57
Brookstone Capital Management
Illinois
$838K -$129K -8,661 -13%
FFN
58
Focus Financial Network
Minnesota
$822K +$150K +10,106 +22%
SFC
59
Strategic Financial Concepts
Texas
$780K -$56.7K -3,810 -7%
PGWM
60
Parisi Gray Wealth Management
New Jersey
$759K
OC
61
Oppenheimer & Co
New York
$755K +$11.1K +745 +1%
PFA
62
Presper Financial Architects
Ohio
$753K +$753K +50,550 New
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$744K -$627K -42,112 -46%
EH
64
Equitable Holdings
New York
$718K +$76.2K +5,115 +12%
CA
65
CoreCap Advisors
Michigan
$709K +$12.9K +865 +2%
Stifel Financial
66
Stifel Financial
Missouri
$705K +$43.7K +2,934 +7%
BlackRock
67
BlackRock
New York
$645K +$238K +15,989 +59%
FA
68
Fiduciary Alliance
South Carolina
$645K -$23.3K -1,563 -3%
NEPWA
69
New England Private Wealth Advisors
Massachusetts
$643K -$14.8K -1,000 -2%
SWP
70
Stratos Wealth Partners
Ohio
$630K +$17.7K +1,191 +3%
MCFP
71
Mallini Complete Financial Planning
Florida
$574K +$52.1K +3,498 +10%
WWM
72
Western Wealth Management
Colorado
$548K +$16.3K +1,097 +3%
DC
73
Davenport & Co
Virginia
$506K +$94.6K +6,354 +23%
IAS
74
Insigneo Advisory Services
Florida
$494K
BWM
75
Buska Wealth Management
Wisconsin
$485K +$22.2K +1,493 +5%