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Guggenheim Strategic Opportunities Fund

192 hedge funds and large institutions have $521M invested in Guggenheim Strategic Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
PFA
101
Presper Financial Architects
Ohio
$357K
CCG
102
Capital CS Group
California
$356K
DC
103
Davenport & Co
Virginia
$356K
AFG
104
Atomi Financial Group
New York
$355K
DI
105
Disciplined Investments
Oklahoma
$350K
Stifel Financial
106
Stifel Financial
Missouri
$345K
EMAM
107
Encompass More Asset Management
California
$339K
JC
108
JB Capital
Connecticut
$333K
GFG
109
Greenberg Financial Group
Arizona
$319K
PIA
110
Perennial Investment Advisors
California
$315K
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$307K
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$305K
GRP
113
Global Retirement Partners
California
$304K
BRWA
114
B. Riley Wealth Advisors
Florida
$295K
SWP
115
Stratos Wealth Partners
Ohio
$290K
DJYG
116
David J. Yvars Group
Florida
$279K
NS
117
NBC Securities
Alabama
$279K
UAG
118
United Advisor Group
Ohio
$277K
BAG
119
Bauman Advisory Group
Nevada
$266K
HighTower Advisors
120
HighTower Advisors
Illinois
$263K
WWMSC
121
Wagner Wealth Management (South Carolina)
South Carolina
$254K
TSS
122
Two Sigma Securities
New York
$253K
NAMM
123
NorthStar Asset Management (Massachusetts)
Massachusetts
$245K
MC
124
Moors & Cabot
Massachusetts
$241K
WA
125
Waverly Advisors
Alabama
$241K