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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
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.02M +$402K +33,303 +14%
IA
27
Integrity Alliance
Iowa
$2.96M -$778K -64,469 -19%
RB
28
Richmond Brothers
Michigan
$2.85M +$216K +17,860 +7%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.79M +$99.1K +8,212 +3%
AWM
30
AE Wealth Management
Kansas
$2.77M +$1.37M +113,861 +83%
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$2.72M -$493K -40,817 -14%
PAG
32
Private Advisor Group
New Jersey
$2.64M -$19.3K -1,603 -0.7%
IIM
33
Illumine Investment Management
Washington
$2.51M +$4.02K +333 +0.1%
VAS
34
Vestmark Advisory Solutions
Massachusetts
$2.48M -$268K -22,210 -9%
BlackRock
35
BlackRock
New York
$2.44M -$16.9M -1,399,936 -86%
MYIA
36
Mount Yale Investment Advisors
Colorado
$2.42M -$337K -27,942 -11%
Ameriprise
37
Ameriprise
Minnesota
$2.26M -$206K -17,038 -8%
MFWP
38
Mosaic Family Wealth Partners
Missouri
$2.22M -$257K -21,263 -10%
MGWM
39
Marks Group Wealth Management
Minnesota
$2.1M -$73.2K -6,067 -3%
PS
40
Principal Securities
Iowa
$2.08M +$234K +19,391 +11%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.06M +$399K +33,086 +21%
WS
42
Wedbush Securities
California
$2.04M -$75K -6,215 -3%
CSP
43
Cary Street Partners
Virginia
$1.98M +$214K +17,753 +11%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.91M -$295K -24,442 -12%
TVAMP
45
Tennessee Valley Asset Management Partners
Tennessee
$1.89M +$245K +20,294 +13%
SWP
46
Significant Wealth Partners
Illinois
$1.74M +$1.91M +158,176 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.73M -$146K -12,090 -7%
SAM
48
Smith Asset Management
Florida
$1.53M +$192K +15,921 +13%
FZCM
49
Flynn Zito Capital Management
New York
$1.52M -$50K -4,145 -3%
KAS
50
Kestra Advisory Services
Texas
$1.48M -$201K -16,622 -11%

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.