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Guggenheim Strategic Opportunities Fund

173 hedge funds and large institutions have $418M invested in Guggenheim Strategic Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 83 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
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
WA
101
Waverly Advisors
Alabama
$296K
JWCA
102
J.W. Cole Advisors
Florida
$294K
PIA
103
Perennial Investment Advisors
California
$290K
WWM
104
Wagner Wealth Management
South Carolina
$289K
USCWA
105
U.S. Capital Wealth Advisors
Texas
$288K
MSAM
106
Moloney Securities Asset Management
Missouri
$265K
KPWS
107
Kestra Private Wealth Services
Texas
$262K
QCIG
108
Quad-Cities Investment Group
Iowa
$253K
IAIM
109
International Assets Investment Management
Florida
$237K
VIPI
110
Vista Investment Partners II
Indiana
$217K
EWM
111
Empirical Wealth Management
Washington
$216K
GRP
112
Global Retirement Partners
California
$216K
Fisher Asset Management
113
Fisher Asset Management
Washington
$208K
MAM
114
Milestone Asset Management
Pennsylvania
$206K
EFG
115
Elm3 Financial Group
Georgia
$204K
VFPW
116
Vantage Financial Partners (Wisconsin)
Wisconsin
$200K
FIA
117
Foundations Investment Advisors
Arizona
$192K
HI
118
Harbour Investments
Wisconsin
$190K
LI
119
LVZ Inc
Michigan
$189K
DWP
120
Daymark Wealth Partners
Ohio
$183K
MC
121
Moors & Cabot
Massachusetts
$179K
TFGT
122
TS Financial Group (TSFG)
Illinois
$177K
ACA
123
Aptus Capital Advisors
Alabama
$169K
KFA
124
Kapstone Financial Advisors
Ohio
$165K
KWM
125
Kingsview Wealth Management
Oregon
$164K