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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
IA
176
IFP Advisors
Florida
$16.6K +$16.8K +1,285 New
KA
177
Kozak & Associates
Colorado
$16K +$458 +35 +3%
SA
178
Strategic Advocates
Utah
$14.2K +$288 +22 +2%
AssetMark Inc
179
AssetMark Inc
California
$13.6K +$13.8K +1,056 New
PA
180
Parallel Advisors
California
$12K -$64.4K -4,920 -84%
POIA
181
Pin Oak Investment Advisors
Texas
$11K +$3.09K +236 +37%
DWM
182
Darwin Wealth Management
Florida
$9.66K
AG
183
AmeriFlex Group
Nevada
$9.56K -$9.15K -699 -48%
SWM
184
Spire Wealth Management
Virginia
$9.3K
GWP
185
Gen-Wealth Partners
Michigan
$8.49K
RBC
186
Roble Belko & Company
Pennsylvania
$6K +$6.52K +498 New
MCA
187
McGuire Capital Advisors
Oklahoma
$3.86K +$3.93K +300 New
HWP
188
Highline Wealth Partners
California
$3.22K
MCM
189
MAI Capital Management
Ohio
$1.68K -$576 -44 -25%
AFC
190
Ares Financial Consulting
California
$694 +$707 +54 New
FP
191
Financial Perspectives
Minnesota
$451
BTC
192
Bank & Trust Company
Illinois
$412
MSWA
193
Marshall & Sterling Wealth Advisors
New York
$335
DT
194
DV Trading
Illinois
$26 +$26 +2 New
T
195
Tidemark
California
$18 +$13 +1 New
Citigroup
196
Citigroup
New York
$13
HNB
197
Huntington National Bank
Ohio
$13
BCA
198
Bay Colony Advisors
Massachusetts
-$3.03M -202,327 Closed
CIAS
199
Capital Investment Advisory Services
North Carolina
-$1.6M -106,612 Closed
SFC
200
Strategic Financial Concepts
Texas
-$834K -55,676 Closed