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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
AWM
51
AE Wealth Management
Kansas
$1.77M +$1.39M +106,132 +341%
NWMP
52
Noble Wealth Management PBC
Colorado
$1.71M +$1.74M +132,565 New
SAM
53
Smith Asset Management
Florida
$1.59M +$277K +21,188 +21%
KFAS
54
Keating Financial Advisory Services
Kansas
$1.52M +$1.55M +118,128 New
SPIA
55
Steward Partners Investment Advisory
New York
$1.52M -$208K -15,853 -12%
FFA
56
Founders Financial Alliance
North Carolina
$1.5M +$1.53K +117 +0.1%
NA
57
NewEdge Advisors
Louisiana
$1.48M -$45.8K -3,500 -3%
ZCP
58
Z3 Capital Partners
Virginia
$1.47M +$1.5M +114,320 New
TI
59
TrueMark Investments
Illinois
$1.41M +$1.44M +109,842 New
AIP
60
Almanack Investment Partners
Pennsylvania
$1.39M -$137K -10,464 -9%
IA
61
IFG Advisory
Georgia
$1.23M -$35.4K -2,704 -3%
MA
62
Mutual Advisors
Nebraska
$1.23M +$13.8K +1,056 +1%
GVAG
63
Great Valley Advisor Group
Delaware
$1.16M -$678K -51,766 -36%
QCM
64
Quantinno Capital Management
New York
$1.13M +$1.15M +87,593 New
DAS
65
Dynamic Advisor Solutions
Arizona
$1.09M +$48.2K +3,681 +5%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$1.04M +$125K +9,531 +13%
PI
67
PFG Investments
New York
$1.03M -$31.3K -2,389 -3%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$985K -$48.3K -3,692 -5%
JWCA
69
J.W. Cole Advisors
Florida
$937K +$412K +31,436 +70%
UB
70
UMB Bank
Missouri
$902K
SPC
71
Sigma Planning Corp
Michigan
$896K -$122K -9,316 -12%
FFN
72
Focus Financial Network
Minnesota
$888K +$101K +7,747 +13%
KA
73
Kovack Advisors
Florida
$881K +$896K +68,423 New
PFO
74
PMG Family Office
Texas
$818K +$94.9K +7,252 +13%
LCM
75
Landscape Capital Management
New Jersey
$788K +$801K +61,187 New