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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

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.

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.3%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
VCP
2
Verus Capital Partners
Arizona
$28M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M
4
PFA
4
Petra Financial Advisors
Colorado
$6.63M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.52M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.48M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$6.33M
4
Raymond James Financial
4
Raymond James Financial
Florida
$14.3M
5
AWS
5
Atria Wealth Solutions
New York
$905K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.09M +$320K +21,461 +12%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3M +$2.54M +170,275 +540%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.98M +$297K +19,952 +11%
MGWM
29
Marks Group Wealth Management
Minnesota
$2.92M – – –
WS
30
Wedbush Securities
California
$2.63M -$63.6K -4,269 -2%
GVAG
31
Great Valley Advisor Group
Delaware
$2.22M +$276K +18,556 +14%
PS
32
Principal Securities
Iowa
$2.17M +$189K +12,695 +10%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$2.11M +$141K +9,484 +7%
SPIA
34
Steward Partners Investment Advisory
New York
$1.93M +$126K +8,430 +7%
KAS
35
Kestra Advisory Services
Texas
$1.92M +$1.27M +85,516 +198%
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$1.72M +$406K +27,290 +31%
FFA
37
Founders Financial Alliance
North Carolina
$1.67M -$31.1K -2,086 -2%
NA
38
NewEdge Advisors
Louisiana
$1.6M +$38K +2,552 +2%
PAG
39
Private Advisor Group
New Jersey
$1.53M +$54.7K +3,672 +4%
MA
40
Mutual Advisors
Nebraska
$1.39M -$71.4K -4,750 -5%
FZCM
41
Flynn Zito Capital Management
New York
$1.38M +$717K +48,143 +108%
IA
42
IFG Advisory
Georgia
$1.34M +$1.02M +68,721 +328%
CIAS
43
Capital Investment Advisory Services
North Carolina
$1.25M +$599K +40,200 +92%
SA
44
Sovran Advisors
California
$1.21M -$155K -10,383 -11%
AAS
45
Avantax Advisory Services
Texas
$1.17M +$27.4K +1,838 +2%
AFP
46
Ausdal Financial Partners
Iowa
$1.17M -$357 -24 -0%
DAS
47
Dynamic Advisor Solutions
Arizona
$1.15M +$29.8K +2,001 +3%
SPC
48
Sigma Planning Corp
Michigan
$1.14M +$3.63K +244 +0.3%
PI
49
PFG Investments
New York
$1.1M +$26.6K +1,787 +2%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$1.06M -$46.5K -3,120 -4%
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