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Guggenheim Strategic Opportunities Fund

174 hedge funds and large institutions have $419M invested in Guggenheim Strategic Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 84 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
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
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$299K
WA
102
Waverly Advisors
Alabama
$296K
JWCA
103
J.W. Cole Advisors
Florida
$294K
PIA
104
Perennial Investment Advisors
California
$290K
WWM
105
Wagner Wealth Management
South Carolina
$289K
USCWA
106
U.S. Capital Wealth Advisors
Texas
$288K
MSAM
107
Moloney Securities Asset Management
Missouri
$265K
KPWS
108
Kestra Private Wealth Services
Texas
$262K
QCIG
109
Quad-Cities Investment Group
Iowa
$253K
IAIM
110
International Assets Investment Management
Florida
$237K
VIPI
111
Vista Investment Partners II
Indiana
$217K
EWM
112
Empirical Wealth Management
Washington
$216K
GRP
113
Global Retirement Partners
California
$216K
Fisher Asset Management
114
Fisher Asset Management
Washington
$208K
MAM
115
Milestone Asset Management
Pennsylvania
$206K
EFG
116
Elm3 Financial Group
Georgia
$204K
VFPW
117
Vantage Financial Partners (Wisconsin)
Wisconsin
$200K
FIA
118
Foundations Investment Advisors
Arizona
$192K
HI
119
Harbour Investments
Wisconsin
$190K
LI
120
LVZ Inc
Michigan
$189K
DWP
121
Daymark Wealth Partners
Ohio
$183K
MC
122
Moors & Cabot
Massachusetts
$179K
TFGT
123
TS Financial Group (TSFG)
Illinois
$177K
ACA
124
Aptus Capital Advisors
Alabama
$169K
KFA
125
Kapstone Financial Advisors
Ohio
$165K