We are live on ! Find out more
GOF icon

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
WWM
76
Western Wealth Management
Colorado
$782K +$311K +23,768 +64%
GWM
77
Geneos Wealth Management
Colorado
$764K +$1.13K +86 +0.1%
CL
78
Choreo LLC
Illinois
$746K -$160K -12,234 -18%
SA
79
Sovran Advisors
California
$713K -$235K -17,958 -24%
MG
80
Marex Group
$704K +$716K +54,682 New
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$680K +$82.3K +6,290 +16%
BCM
82
Brookstone Capital Management
Illinois
$606K -$24.1K -1,839 -4%
MCFP
83
Mallini Complete Financial Planning
Florida
$603K +$16.4K +1,256 +3%
FA
84
Fiduciary Alliance
South Carolina
$587K -$122K -9,299 -17%
DWS
85
Discipline Wealth Solutions
South Carolina
$586K +$125K +9,554 +27%
OC
86
Oppenheimer & Co
New York
$586K -$116K -8,853 -16%
PGWM
87
Parisi Gray Wealth Management
New Jersey
$580K -$68.5K -5,232 -10%
GSIAS
88
Garden State Investment Advisory Services
New Jersey
$560K -$110K -8,428 -16%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$552K -$82.5K -6,300 -13%
PTC
90
Private Trust Company
Ohio
$546K +$546K +41,700 +5,849%
SA
91
Sanctuary Advisors
Indiana
$542K +$3.71K +283 +0.7%
BWM
92
Buska Wealth Management
Wisconsin
$490K -$16.1K -1,229 -3%
JCM
93
Jacobi Capital Management
Pennsylvania
$487K +$62.9K +4,801 +15%
CAL
94
Capital Analysts LLC
Pennsylvania
$461K +$132K +10,120 +39%
IAS
95
Insigneo Advisory Services
Florida
$453K -$26.2K -2,000 -5%
BCI
96
Brinker Capital Investments
Pennsylvania
$446K -$51.2K -3,912 -10%
Nomura Holdings
97
Nomura Holdings
Japan
$440K +$447K +34,129 New
PWM
98
Prosperity Wealth Management
California
$430K +$152K +11,632 +53%
EH
99
Equitable Holdings
New York
$411K -$256K -19,534 -38%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$406K