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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
MCFP
76
Mallini Complete Financial Planning
Florida
$556K +$43.3K +3,585 +8%
SFC
77
Strategic Financial Concepts
Texas
$553K +$605K +50,164 New
AIP
78
Almanack Investment Partners
Pennsylvania
$545K -$702K -58,140 -54%
PTC
79
Private Trust Company
Ohio
$540K +$79.1K +6,555 +15%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$532K +$295K +24,449 +102%
SA
81
Sovran Advisors
California
$527K -$115K -9,558 -17%
OC
82
Oppenheimer & Co
New York
$522K +$23.4K +1,943 +4%
FA
83
Fiduciary Alliance
South Carolina
$513K -$4.36K -361 -0.8%
NEPWA
84
New England Private Wealth Advisors
Massachusetts
$477K +$523K +43,327 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$472K
BCM
86
Brookstone Capital Management
Illinois
$469K -$53.6K -4,446 -9%
CCG
87
Capital CS Group
California
$423K +$130K +10,756 +39%
KCP
88
Kera Capital Partners
California
$421K -$3.92M -324,604 -89%
JCM
89
Jacobi Capital Management
Pennsylvania
$420K +$4.05K +336 +0.9%
CAL
90
Capital Analysts LLC
Pennsylvania
$412K +$18.6K +1,538 +4%
Mariner
91
Mariner
Kansas
$363K +$397K +32,942 New
AWM
92
Apollon Wealth Management
South Carolina
$362K +$16.4K +1,362 +4%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$347K
DWS
94
Discipline Wealth Solutions
South Carolina
$335K -$182K -15,071 -33%
MFG
95
Merit Financial Group
Georgia
$328K +$7.96K +660 +2%
DC
96
Davenport & Co
Virginia
$325K +$22.6K +1,872 +7%
NS
97
NBC Securities
Alabama
$324K +$94.1K +7,795 +36%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$314K +$344K +28,475 New
PIA
99
Perennial Investment Advisors
California
$312K +$46.3K +3,833 +16%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$311K +$54.8K +4,540 +19%

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.