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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 %
PI
51
PFG Investments
New York
$1.12M -$716 -46 -0.1%
CL
52
Choreo LLC
Illinois
$1.08M +$191K +12,268 +22%
UB
53
UMB Bank
Missouri
$1.08M – – –
BCM
54
Brookstone Capital Management
Illinois
$1.01M -$1.12K -72 -0.1%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$962K – – –
GSIAS
56
Garden State Investment Advisory Services
New Jersey
$896K +$89.6K +5,757 +11%
SFC
57
Strategic Financial Concepts
Texas
$875K +$516K +33,160 +144%
PGWM
58
Parisi Gray Wealth Management
New Jersey
$794K -$81.1K -5,206 -9%
OC
59
Oppenheimer & Co
New York
$778K +$63.6K +4,083 +9%
CA
60
CoreCap Advisors
Michigan
$728K +$7.51K +482 +1%
FFN
61
Focus Financial Network
Minnesota
$702K +$50.3K +3,232 +8%
FA
62
Fiduciary Alliance
South Carolina
$699K +$699K +44,875 New
FZCM
63
Flynn Zito Capital Management
New York
$693K +$463K +29,733 +201%
Stifel Financial
64
Stifel Financial
Missouri
$691K +$18K +1,159 +3%
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$690K +$690K +44,327 New
CIAS
66
Capital Investment Advisory Services
North Carolina
$678K +$678K +43,550 New
KAS
67
Kestra Advisory Services
Texas
$672K -$400K -25,703 -37%
EH
68
Equitable Holdings
New York
$672K +$25.1K +1,613 +4%
SWP
69
Stratos Wealth Partners
Ohio
$641K -$111K -7,110 -15%
WWM
70
Western Wealth Management
Colorado
$556K -$1.65K -106 -0.3%
CMS
71
Capital Market Strategies
Florida
$549K -$26.2K -1,680 -5%
MCFP
72
Mallini Complete Financial Planning
Florida
$546K +$89K +5,715 +19%
IAS
73
Insigneo Advisory Services
Florida
$516K +$153K +9,834 +42%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$491K -$31 -2 -0%
GWSG
75
GPS Wealth Strategies Group
Colorado
$491K – – –
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3
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