Guggenheim Strategic Opportunities Fund
174 hedge funds and large institutions have $419M invested in Guggenheim Strategic Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 84 increasing their positions, 39 reducing their positions, and 13 closing their positions.
115% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 39
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
1% more funds holding
Funds holding: 173 → 174 (+1)
0.41% more ownership
Funds ownership: 16.93% → 17.34% (+0.41%)
2% less capital invested
Capital invested by funds: $428M → $419M (-$9.17M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.34M |
| 2 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$4.44M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.42M |
| 4 |
PFA
Petra Financial Advisors
Colorado Srpings,
Colorado
|
+$3.38M |
| 5 |
Bank of New York Mellon
New York
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.96M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.4M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$4.41M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.01M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$2.87M |
GOF Hedge Fund Activity: Q2 2025 in Review
174 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2025, worth a combined $419M — down 2.1% from $428M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new GOF positions and 13 closed out — a net gain of 2 holders — while 84 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.34M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.96M.
- 174 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2025, up from 173 in Q1 2025.
- Funds reported $419M of Guggenheim Strategic Opportunities Fund stock for Q2 2025, down 2.1% quarter-over-quarter.
- 15 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2025 and 13 closed out, a net change of +2 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q2 2025 was Morgan Stanley, an estimated $6.34M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $5.96M sold.
Based on aggregated 13F filings for Q2 2025.