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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

169 hedge funds and large institutions have $427M invested in Guggenheim Strategic Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
23
Increased
73
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$8.22M
2
MML Investors Services
MML Investors Services
Massachusetts
+$7.33M
3
VCP
Verus Capital Partners
Arizona
+$7.29M
4
UBS Group
UBS Group
Switzerland
+$3.85M
5
LPL Financial
LPL Financial
California
+$3.6M

Top Sellers

1
TI
TrueMark Investments
Illinois
-$2.55M
2
PFA
Petra Financial Advisors
Colorado
-$2.48M
3
IA
IFP Advisors
Florida
-$1.91M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.33M
5
Bank of America
Bank of America
North Carolina
-$727K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
26
Petra Financial Advisors
Colorado
$3.32M -$2.48M -159,160 -43%
MGWM
27
Marks Group Wealth Management
Minnesota
$3.06M – – –
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.9M +$383K +24,568 +15%
WS
29
Wedbush Securities
California
$2.82M +$23.3K +1,499 +0.8%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.8M +$171K +10,951 +6%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$2.05M +$697K +44,770 +51%
GVAG
32
Great Valley Advisor Group
Delaware
$2.04M +$2.04M +130,771 New
PS
33
Principal Securities
Iowa
$2.03M – – –
SPIA
34
Steward Partners Investment Advisory
New York
$1.89M +$326K +20,922 +21%
MAM
35
Milestone Asset Management
Pennsylvania
$1.84M +$1.84M +117,867 New
FFA
36
Founders Financial Alliance
North Carolina
$1.78M +$125K +8,056 +8%
NA
37
NewEdge Advisors
Louisiana
$1.64M -$15.6K -1,001 -0.9%
PAG
38
Private Advisor Group
New Jersey
$1.54M -$107K -6,893 -7%
TVAMP
39
Tennessee Valley Asset Management Partners
Tennessee
$1.47M +$229K +14,713 +18%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.43M -$1.33M -85,635 -48%
MA
41
Mutual Advisors
Nebraska
$1.4M -$130K -9,003 -8%
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$1.37M +$617K +39,631 +82%
SA
43
Sovran Advisors
California
$1.31M -$236K -16,502 -15%
GWM
44
Geneos Wealth Management
Colorado
$1.29M +$1.12M +71,879 +669%
AFP
45
Ausdal Financial Partners
Iowa
$1.22M +$445K +28,603 +57%
AAS
46
Avantax Advisory Services
Texas
$1.2M -$6.76K -434 -0.6%
SPC
47
Sigma Planning Corp
Michigan
$1.19M -$12.8K -823 -1%
DAS
48
Dynamic Advisor Solutions
Arizona
$1.18M +$70.7K +4,541 +6%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.16M +$608K +39,070 +110%
Ameriprise
50
Ameriprise
Minnesota
$1.12M -$15.2K -976 -1%
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