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Guggenheim Strategic Opportunities Fund

200 hedge funds and large institutions have $491M invested in Guggenheim Strategic Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 51

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

2% more funds holding

Funds holding: 196200 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5.42% less ownership

Funds ownership: 26.43%21% (-5.4%)

11% less capital invested

Capital invested by funds: $553M → $491M (-$61.9M)

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
2.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
86
Reduced
51
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$89.7M +$13.5M +1,116,788 +16%
LPL Financial
2
LPL Financial
California
$27.7M -$418K -34,632 -1%
VCP
3
Verus Capital Partners
Arizona
$27.3M +$1.84M +152,724 +7%
EPG
4
Estate Planners Group
Pennsylvania
$26.1M +$939K +77,837 +3%
UBS Group
5
UBS Group
Switzerland
$21.1M +$2.71M +224,953 +13%
RCM
6
Rivernorth Capital Management
Florida
$20.8M +$13M +1,076,643 +133%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.2M -$344K -28,471 -2%
Invesco
8
Invesco
Georgia
$16.1M +$1.63M +134,810 +10%
LSC
9
Logan Stone Capital
Illinois
$14.3M +$3.72M +308,627 +31%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$13.8M -$118K -9,744 -0.8%
Cohen & Steers
11
Cohen & Steers
New York
$13.5M +$5.43M +450,000 +58%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.6M +$1.97M +163,619 +17%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.8M +$1.37M +113,494 +12%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$11.2M +$1.06M +88,155 +10%
CW
15
CreativeOne Wealth
Kansas
$10.4M +$575K +47,650 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$9.28M +$565K +46,787 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$8.59M +$582K +48,219 +7%
SAM
18
Secure Asset Management
Michigan
$6.87M +$940K +77,904 +14%
Bank of America
19
Bank of America
North Carolina
$6.65M +$1.76M +145,498 +32%
Truist Financial
20
Truist Financial
North Carolina
$6.22M -$2.44M -202,476 -26%
PFA
21
Petra Financial Advisors
Colorado
$5.17M +$133K +11,063 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.63M +$168K +13,957 +3%
HCA
23
Harpswell Capital Advisors
Maine
$3.61M +$1.55M +128,694 +65%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$3.49M +$122K +10,070 +3%
XT
25
XTX Topco
Cayman Islands
$3.06M +$1.3M +108,013 +64%

GOF Hedge Fund Activity: Q1 2026 in Review

200 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q1 2026, worth a combined $491M — down 11% from $553M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new GOF positions and 24 closed out — a net gain of 10 holders — while 86 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was BlackRock, cutting an estimated $16.9M.

  • 200 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q1 2026, up from 196 in Q4 2025.
  • Funds reported $491M of Guggenheim Strategic Opportunities Fund stock for Q1 2026, down 11% quarter-over-quarter.
  • 34 funds opened new Guggenheim Strategic Opportunities Fund positions in Q1 2026 and 24 closed out, a net change of +10 holders.
  • The largest Guggenheim Strategic Opportunities Fund buyer in Q1 2026 was Morgan Stanley, an estimated $13.5M added.
  • The largest Guggenheim Strategic Opportunities Fund seller in Q1 2026 was BlackRock, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2026.