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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
2.29%
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 %
Morgan Stanley
1
Morgan Stanley
New York
$109M +$6.47M +434,466 +6%
LPL Financial
2
LPL Financial
California
$30.5M +$1.61M +108,163 +6%
VCP
3
Verus Capital Partners
Arizona
$28M +$4.53M +304,540 +19%
UBS Group
4
UBS Group
Switzerland
$22.7M +$748K +50,267 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$14.3M -$3.07M -206,226 -18%
MML Investors Services
6
MML Investors Services
Massachusetts
$11.9M +$72.4K +4,864 +0.6%
CW
7
CreativeOne Wealth
Kansas
$11M +$863K +57,982 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.9M +$4.51M +302,847 +71%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$10.1M +$1.08M +72,557 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.81M +$606K +40,682 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.75M -$1.64M -107,961 -14%
Bank of America
12
Bank of America
North Carolina
$8.2M +$318K +21,357 +4%
PFA
13
Petra Financial Advisors
Colorado
$6.63M +$3.45M +231,751 +109%
SAM
14
Secure Asset Management
Michigan
$6.46M -$149K -10,006 -2%
PCIA
15
Prime Capital Investment Advisors
Kansas
$6.33M -$4.5M -302,444 -42%
Cohen & Steers
16
Cohen & Steers
New York
$5.16M -$596K -40,000 -10%
Truist Financial
17
Truist Financial
North Carolina
$4.71M +$1.41M +94,504 +43%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.48M -$5.52M -370,473 -55%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$4.23M +$302K +20,285 +8%
RB
20
Richmond Brothers
Michigan
$3.55M +$122K +8,200 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.52M -$6.09M -408,639 -63%
AIP
22
Almanack Investment Partners
Pennsylvania
$3.43M +$6.6K +443 +0.2%
MFWP
23
Mosaic Family Wealth Partners
Missouri
$3.38M +$135K +9,040 +4%
BCA
24
Bay Colony Advisors
Massachusetts
$3.32M -$534K -35,870 -14%
IIM
25
Illumine Investment Management
Washington
$3.23M +$43.3K +2,905 +1%