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Guggenheim Strategic Opportunities Fund

169 hedge funds and large institutions have $427M invested in Guggenheim Strategic Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
USCWA
101
U.S. Capital Wealth Advisors
Texas
$279K
Comerica Bank
102
Comerica Bank
Texas
$271K
IA
103
IFP Advisors
Florida
$264K
JWCA
104
J.W. Cole Advisors
Florida
$252K
VFPW
105
Vantage Financial Partners (Wisconsin)
Wisconsin
$249K
PIA
106
Perennial Investment Advisors
California
$249K
QCIG
107
Quad-Cities Investment Group
Iowa
$244K
WAM
108
WFA Asset Management
Wisconsin
$241K
IAIM
109
International Assets Investment Management
Florida
$240K
VIPI
110
Vista Investment Partners II
Indiana
$233K
AWM
111
Apollon Wealth Management
South Carolina
$231K
NW
112
NewEdge Wealth
Pennsylvania
$231K
EWM
113
Empirical Wealth Management
Washington
$226K
MSAM
114
Moloney Securities Asset Management
Missouri
$222K
LI
115
LVZ Inc
Michigan
$221K
EFG
116
Elm3 Financial Group
Georgia
$213K
HI
117
Harbour Investments
Wisconsin
$212K
OPS
118
Orion Portfolio Solutions
Nebraska
$204K
BCI
119
Brinker Capital Investments
Pennsylvania
$204K
ARC
120
Advisor Resource Council
Texas
$190K
MC
121
Moors & Cabot
Massachusetts
$188K
TFGT
122
TS Financial Group (TSFG)
Illinois
$185K
ASN
123
Advisory Services Network
Georgia
$183K
ACA
124
Aptus Capital Advisors
Alabama
$177K
IWM
125
IHT Wealth Management
Illinois
$176K