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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.

New
Increased
Maintained
Reduced
Closed
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 %
GC
151
Garde Capital
Washington
$33.6K
OLVIG
152
Oliver Lagore Vanvalin Investment Group
Michigan
$32.9K +$32.9K +2,110 New
IHWM
153
Iron Horse Wealth Management
Iowa
$29.9K +$29.9K +2,006 New
BCMLT
154
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.5K
KTC
155
Kentucky Trust Company
Kentucky
$22.3K
HBW
156
Hazlett, Burt & Watson
West Virginia
$20K +$1.18K +80 +6%
DWM
157
Darwin Wealth Management
Florida
$11.2K
PTC
158
Private Trust Company
Ohio
$10.6K
AG
159
AmeriFlex Group
Nevada
$10.3K +$266 +18 +3%
GWP
160
Gen-Wealth Partners
Michigan
$9.81K
NFSG
161
Newbridge Financial Services Group
Florida
$4.84K +$4.84K +325 New
CWP
162
Concord Wealth Partners
Virginia
$4.04K
US Bancorp
163
US Bancorp
Minnesota
$2.77K
IA
164
IFP Advisors
Florida
$1.45K -$252K -16,828 -99%
TIM
165
Total Investment Management
Arizona
$1.18K +$1.18K +79 New
FP
166
Financial Perspectives
Minnesota
$521
BTC
167
Bank & Trust Company
Illinois
$476
FFA
168
Farther Finance Advisors
California
$387 -$63.7K -4,278 -99%
MSWA
169
Marshall & Sterling Wealth Advisors
New York
$387
SAM
170
Smartleaf Asset Management
Massachusetts
$100
Citigroup
171
Citigroup
New York
$15
HNB
172
Huntington National Bank
Ohio
$15 -$16
TVAMP
173
Tennessee Valley Asset Management Partners
Tennessee
-$1.47M -94,352 Closed
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
-$962K -60,115 Closed
NW
175
NewEdge Wealth
Pennsylvania
-$231K -14,834 Closed