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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
NEPWA
201
New England Private Wealth Advisors
Massachusetts
-$649K -43,327 Closed
GWSG
202
GPS Wealth Strategies Group
Colorado
-$472K -31,504 Closed
SF
203
Summit Financial
New Jersey
-$389K -25,943 Closed
RIA
204
Realta Investment Advisors
Delaware
-$320K -21,383 Closed
P
205
&Partners
Tennessee
-$224K -14,970 Closed
SWP
206
Semus Wealth Partners
Florida
-$217K -14,486 Closed
VFPW
207
Vantage Financial Partners (Wisconsin)
Wisconsin
-$194K -12,951 Closed
ACA
208
Aptus Capital Advisors
Alabama
-$170K -11,374 Closed
AAS
209
Ameritas Advisory Services
Nebraska
-$170K -11,336 Closed
CA
210
Claro Advisors
Massachusetts
-$163K -10,876 Closed
IWM
211
IHT Wealth Management
Illinois
-$159K -10,600 Closed
BFA
212
Beacon Financial Advisory
Ohio
-$154K -10,296 Closed
UWP
213
Uniting Wealth Partners
Kansas
-$150K -10,000 Closed
ASN
214
Advisory Services Network
Georgia
-$84.3K -5,625 Closed
FFWM
215
Future Financial Wealth Management
Ohio
-$59.9K -4,000 Closed
AP
216
Aspect Partners
Virginia
-$27.1K -1,809 Closed
JSAM
217
J. Safra Asset Management
New York
-$12.6K -843 Closed
WANY
218
Wealthspire Advisors (New York)
New York
-$9.83K -656 Closed
MG
219
Mather Group
Illinois
-$5.46K -365 Closed
NFSG
220
Newbridge Financial Services Group
Florida
-$4.87K -325 Closed
SAM
221
Smartleaf Asset Management
Massachusetts
-$101 -6 Closed
WAS
222
Winch Advisory Services
Wisconsin
-$96 -6 Closed
Fidelity Investments
223
Fidelity Investments
Massachusetts
-$14 -1 Closed