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Guggenheim Strategic Opportunities Fund

196 hedge funds and large institutions have $553M invested in Guggenheim Strategic Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

15% more capital invested

Capital invested by funds: $480M → $553M (+$72.7M)

6.63% more ownership

Funds ownership: 19.8%26.43% (+6.6%)

6% more funds holding

Funds holding: 185196 (+11)

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
39
Increased
72
Reduced
57
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Apollon Wealth Management
South Carolina
$405K -$34.6K -2,645 -8%
Comerica Bank
102
Comerica Bank
Texas
$382K -$18.7K -1,427 -5%
MFG
103
Merit Financial Group
Georgia
$375K +$32.3K +2,470 +9%
PFA
104
Presper Financial Architects
Ohio
$357K -$269K -20,529 -43%
CCG
105
Capital CS Group
California
$356K +$83.8K +6,402 +30%
DC
106
Davenport & Co
Virginia
$356K -$105K -8,000 -22%
AFG
107
Atomi Financial Group
New York
$355K
DI
108
Disciplined Investments
Oklahoma
$350K +$4.07K +311 +1%
Stifel Financial
109
Stifel Financial
Missouri
$345K -$45.4K -3,465 -11%
EMAM
110
Encompass More Asset Management
California
$339K -$8.27K -632 -2%
JC
111
JB Capital
Connecticut
$333K +$12.4K +949 +4%
GFG
112
Greenberg Financial Group
Arizona
$319K +$325K +24,791 New
PIA
113
Perennial Investment Advisors
California
$315K +$26.7K +2,037 +9%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$2.19K +167 +0.7%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$305K -$98.7K -7,537 -24%
GRP
116
Global Retirement Partners
California
$304K +$96K +7,332 +45%
BRWA
117
B. Riley Wealth Advisors
Florida
$295K -$62.8K -4,797 -17%
SWP
118
Stratos Wealth Partners
Ohio
$290K -$220K -16,788 -43%
DJYG
119
David J. Yvars Group
Florida
$279K -$12.7K -973 -4%
NS
120
NBC Securities
Alabama
$279K
UAG
121
United Advisor Group
Ohio
$277K +$118K +8,980 +72%
BAG
122
Bauman Advisory Group
Nevada
$266K +$270K +20,660 New
HighTower Advisors
123
HighTower Advisors
Illinois
$263K -$85K -6,491 -24%
WWMSC
124
Wagner Wealth Management (South Carolina)
South Carolina
$254K +$2.89K +221 +1%
TSS
125
Two Sigma Securities
New York
$253K +$257K +19,610 New