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Guggenheim Strategic Opportunities Fund

183 hedge funds and large institutions have $479M invested in Guggenheim Strategic Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
CAL
101
Capital Analysts LLC
Pennsylvania
$385K
JC
102
JB Capital
Connecticut
$374K
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$355K
DJYG
104
David J. Yvars Group
Florida
$339K
FIA
105
Foundations Investment Advisors
Arizona
$338K
PIA
106
Perennial Investment Advisors
California
$336K
PWM
107
Prosperity Wealth Management
California
$326K
NS
108
NBC Securities
Alabama
$324K
RIA
109
Realta Investment Advisors
Delaware
$320K
CCG
110
Capital CS Group
California
$319K
WA
111
Waverly Advisors
Alabama
$297K
WWM
112
Wagner Wealth Management
South Carolina
$292K
EWM
113
Empirical Wealth Management
Washington
$281K
KPWS
114
Kestra Private Wealth Services
Texas
$253K
GRP
115
Global Retirement Partners
California
$244K
IAIM
116
International Assets Investment Management
Florida
$237K
BlackRock
117
BlackRock
New York
$231K
P
118
&Partners
Tennessee
$224K
QCIG
119
Quad-Cities Investment Group
Iowa
$223K
VIPI
120
Vista Investment Partners II
Indiana
$219K
SWP
121
Semus Wealth Partners
Florida
$217K
Wells Fargo
122
Wells Fargo
California
$208K
EFG
123
Elm3 Financial Group
Georgia
$203K
MC
124
Moors & Cabot
Massachusetts
$196K
VFPW
125
Vantage Financial Partners (Wisconsin)
Wisconsin
$194K