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Guggenheim Strategic Opportunities Fund

171 hedge funds and large institutions have $415M invested in Guggenheim Strategic Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
81
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
126
Core Wealth Partners
California
$163K
P
127
&Partners
Tennessee
$163K
FWP
128
Firethorn Wealth Partners
Georgia
$158K +$5.72K +384 +4%
AAS
129
Ameritas Advisory Services
Nebraska
$157K
BFA
130
Beacon Financial Advisory
Ohio
$153K +$153K +10,296 New
AWG
131
Altus Wealth Group
Colorado
$150K -$4.07K -273 -3%
Creative Planning
132
Creative Planning
Kansas
$150K -$181K -12,153 -55%
GP
133
Gridiron Partners
Pennsylvania
$149K
UWP
134
Uniting Wealth Partners
Kansas
$149K
SWM
135
Spire Wealth Management
Virginia
$145K
Wells Fargo
136
Wells Fargo
California
$137K +$53.1K +3,564 +63%
SS
137
Sunbelt Securities
Texas
$120K +$4.59K +301 +4%
MAS
138
MPWM Advisory Solutions
Georgia
$104K
FWM
139
FSA Wealth Management
Massachusetts
$69.6K
EB
140
Eastern Bank
Massachusetts
$60.6K
FFWM
141
Future Financial Wealth Management
Ohio
$59.6K
CTB
142
Country Trust Bank
Illinois
$59.6K +$59.6K +4,000 New
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$57K -$14.9K -999 -21%
ACM
144
Anfield Capital Management
California
$54.4K
MCM
145
MAI Capital Management
Ohio
$50.9K +$1.94K +130 +4%
POIA
146
Pin Oak Investment Advisors
Texas
$48K +$1.63K +106 +4%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$46.8K -$112K -7,538 -71%
NWM
148
Nova Wealth Management
Florida
$43.8K
EWA
149
EverSource Wealth Advisors
Alabama
$36.6K
LFG
150
Larson Financial Group
Missouri
$34.1K +$328 +22 +1%