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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
NAMM
126
NorthStar Asset Management (Massachusetts)
Massachusetts
$245K +$249K +19,005 New
MC
127
Moors & Cabot
Massachusetts
$241K +$74K +5,650 +43%
WA
128
Waverly Advisors
Alabama
$241K -$15.2K -1,158 -6%
FWP
129
Firethorn Wealth Partners
Georgia
$232K +$92.5K +7,062 +64%
AFP
130
Ausdal Financial Partners
Iowa
$232K -$1.08M -82,562 -82%
MWM
131
Melfa Wealth Management
Massachusetts
$231K +$235K +17,950 New
IAIM
132
International Assets Investment Management
Florida
$217K +$11.4K +874 +5%
VIPI
133
Vista Investment Partners II
Indiana
$209K +$21.6K +1,650 +11%
VF
134
Virtu Financial
New York
$207K +$210K +16,065 New
KPWS
135
Kestra Private Wealth Services
Texas
$207K -$11.4K -871 -5%
FIA
136
Foundations Investment Advisors
Arizona
$197K -$94.8K -7,238 -32%
AAS
137
Annex Advisory Services
Wisconsin
$195K +$199K +15,171 New
EWM
138
Empirical Wealth Management
Washington
$187K -$55K -4,200 -22%
CA
139
CoreCap Advisors
Michigan
$177K -$414K -31,627 -70%
Creative Planning
140
Creative Planning
Kansas
$176K -$208K -15,925 -54%
QCIG
141
Quad-Cities Investment Group
Iowa
$169K -$22.4K -1,714 -12%
LI
142
LVZ Inc
Michigan
$163K
MSFS
143
Main Street Financial Solutions
Pennsylvania
$162K +$165K +12,613 New
DWP
144
Daymark Wealth Partners
Ohio
$158K
TFGT
145
TS Financial Group (TSFG)
Illinois
$148K
KWM
146
Kingsview Wealth Management
Oregon
$144K -$10.9K -830 -7%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$142K +$143K +10,906 New
CWP
148
Core Wealth Partners
California
$141K
AWG
149
Altus Wealth Group
Colorado
$130K
KFA
150
Kapstone Financial Advisors
Ohio
$130K -$13.1K -1,000 -9%