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Guggenheim Strategic Opportunities Fund

184 hedge funds and large institutions have $480M invested in Guggenheim Strategic Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
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
MFG
101
Merit Financial Group
Georgia
$399K
SF
102
Summit Financial
New Jersey
$389K
CAL
103
Capital Analysts LLC
Pennsylvania
$385K
JC
104
JB Capital
Connecticut
$374K
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$355K
DJYG
106
David J. Yvars Group
Florida
$339K
FIA
107
Foundations Investment Advisors
Arizona
$338K
PIA
108
Perennial Investment Advisors
California
$336K
PWM
109
Prosperity Wealth Management
California
$326K
NS
110
NBC Securities
Alabama
$324K
RIA
111
Realta Investment Advisors
Delaware
$320K
CCG
112
Capital CS Group
California
$319K
WA
113
Waverly Advisors
Alabama
$297K
WWM
114
Wagner Wealth Management
South Carolina
$292K
EWM
115
Empirical Wealth Management
Washington
$281K
KPWS
116
Kestra Private Wealth Services
Texas
$253K
GRP
117
Global Retirement Partners
California
$244K
IAIM
118
International Assets Investment Management
Florida
$237K
BlackRock
119
BlackRock
New York
$231K
P
120
&Partners
Tennessee
$224K
QCIG
121
Quad-Cities Investment Group
Iowa
$223K
VIPI
122
Vista Investment Partners II
Indiana
$219K
SWP
123
Semus Wealth Partners
Florida
$217K
Wells Fargo
124
Wells Fargo
California
$208K
EFG
125
Elm3 Financial Group
Georgia
$203K