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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
GWM
76
Geneos Wealth Management
Colorado
$764K
CL
77
Choreo LLC
Illinois
$746K
SA
78
Sovran Advisors
California
$713K
MG
79
Marex Group
$704K
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$680K
BCM
81
Brookstone Capital Management
Illinois
$606K
MCFP
82
Mallini Complete Financial Planning
Florida
$603K
FA
83
Fiduciary Alliance
South Carolina
$587K
DWS
84
Discipline Wealth Solutions
South Carolina
$586K
OC
85
Oppenheimer & Co
New York
$586K
PGWM
86
Parisi Gray Wealth Management
New Jersey
$580K
GSIAS
87
Garden State Investment Advisory Services
New Jersey
$560K
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$552K
PTC
89
Private Trust Company
Ohio
$546K
SA
90
Sanctuary Advisors
Indiana
$542K
BWM
91
Buska Wealth Management
Wisconsin
$490K
JCM
92
Jacobi Capital Management
Pennsylvania
$487K
CAL
93
Capital Analysts LLC
Pennsylvania
$461K
IAS
94
Insigneo Advisory Services
Florida
$453K
BCI
95
Brinker Capital Investments
Pennsylvania
$446K
Nomura Holdings
96
Nomura Holdings
Japan
$440K
PWM
97
Prosperity Wealth Management
California
$430K
EH
98
Equitable Holdings
New York
$411K
Bank of New York Mellon
99
Bank of New York Mellon
New York
$406K
AWM
100
Apollon Wealth Management
South Carolina
$405K