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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

170 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, 39 reducing their positions, and 11 closing their positions.

Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
2.28%
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
39
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 Market Value Shares Shares
Change 		Shares
Change %
UB
51
UMB Bank
Missouri
$1.04M 70,038 +916 +1%
CL
52
Choreo LLC
Illinois
$1.03M 69,301 – –
Ameriprise
53
Ameriprise
Minnesota
$1.02M 68,229 -3,791 -5%
AWS
54
Atria Wealth Solutions
New York
$905K 60,747 -196,919 -76%
GWM
55
Geneos Wealth Management
Colorado
$879K 59,038 -23,591 -29%
GSIAS
56
Garden State Investment Advisory Services
New Jersey
$842K 56,531 -1,025 -2%
BCM
57
Brookstone Capital Management
Illinois
$838K 56,269 -8,661 -13%
FFN
58
Focus Financial Network
Minnesota
$822K 55,205 +10,106 +22%
SFC
59
Strategic Financial Concepts
Texas
$780K 52,357 -3,810 -7%
PGWM
60
Parisi Gray Wealth Management
New Jersey
$759K 50,975 – –
OC
61
Oppenheimer & Co
New York
$755K 50,711 +745 +1%
PFA
62
Presper Financial Architects
Ohio
$753K 50,550 +50,550 New
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$744K 49,945 -42,112 -46%
EH
64
Equitable Holdings
New York
$718K 48,243 +5,115 +12%
CA
65
CoreCap Advisors
Michigan
$709K 47,641 +865 +2%
Stifel Financial
66
Stifel Financial
Missouri
$705K 47,339 +2,934 +7%
BlackRock
67
BlackRock
New York
$645K 43,314 +15,989 +59%
FA
68
Fiduciary Alliance
South Carolina
$645K 43,312 -1,563 -3%
NEPWA
69
New England Private Wealth Advisors
Massachusetts
$643K 43,327 -1,000 -2%
SWP
70
Stratos Wealth Partners
Ohio
$630K 42,331 +1,191 +3%
MCFP
71
Mallini Complete Financial Planning
Florida
$574K 38,562 +3,498 +10%
WWM
72
Western Wealth Management
Colorado
$548K 36,808 +1,097 +3%
DC
73
Davenport & Co
Virginia
$506K 34,008 +6,354 +23%
IAS
74
Insigneo Advisory Services
Florida
$494K 33,166 – –
BWM
75
Buska Wealth Management
Wisconsin
$485K 32,589 +1,493 +5%
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