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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
EFG
151
Elm3 Financial Group
Georgia
$129K -$46.5K -3,549 -26%
GP
152
Gridiron Partners
Pennsylvania
$129K -$1.11M -84,765 -89%
Wells Fargo
153
Wells Fargo
California
$123K -$56.8K -4,338 -31%
HI
154
Harbour Investments
Wisconsin
$122K -$41.4K -3,164 -25%
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$120K +$122K +9,351 New
TCM
156
Triumph Capital Management
Colorado
$107K +$108K +8,285 New
EB
157
Eastern Bank
Massachusetts
$104K
MAS
158
MPWM Advisory Solutions
Georgia
$90.2K
LFG
159
Larson Financial Group
Missouri
$87.3K +$6.08K +464 +7%
SS
160
Sunbelt Securities
Texas
$71.6K -$78.1K -5,963 -52%
CTB
161
Country Trust Bank
Illinois
$51.5K
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$49.3K
ACM
163
Anfield Capital Management
California
$47.1K
WAM
164
Wolverine Asset Management
Illinois
$39.1K +$39.8K +3,038 New
NWM
165
Nova Wealth Management
Florida
$37.9K
EWA
166
EverSource Wealth Advisors
Alabama
$31.7K
HBW
167
Hazlett, Burt & Watson
West Virginia
$31K +$14.4K +1,100 +81%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$30K -$10.7K -816 -26%
AAP
169
Arax Advisory Partners
Colorado
$29.3K
CIA
170
Cape Investment Advisory
Georgia
$28.7K +$29.2K +2,230 New
AF
171
Allworth Financial
California
$22.7K +$23.1K +1,761 New
FFA
172
Farther Finance Advisors
California
$20K +$20K +1,526 +5,869%
KTC
173
Kentucky Trust Company
Kentucky
$19.3K
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$19K +$19.6K +1,500 New
MWA
175
Medallion Wealth Advisors
Connecticut
$17.9K