Guggenheim Strategic Opportunities Fund
173 hedge funds and large institutions have $428M invested in Guggenheim Strategic Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 20 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
106% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 36
30% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 20
17% more capital invested
Capital invested by funds: $365M → $428M (+$62.5M)
1% more funds holding
Funds holding: 171 → 173 (+2)
0.53% less ownership
Funds ownership: 17.46% → 16.93% (-0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$8.2M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$7.31M |
| 3 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$7.27M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.84M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
TrueMark Investments
Chicago,
Illinois
|
-$2.55M |
| 2 |
PFA
Petra Financial Advisors
Colorado Srpings,
Colorado
|
-$2.47M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.91M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.33M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$725K |
GOF Hedge Fund Activity: Q1 2025 in Review
173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q1 2025, worth a combined $428M — up 17% from $365M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new GOF positions and 20 closed out — a net gain of 6 holders — while 74 added to existing stakes and 36 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $8.2M. The largest seller was TrueMark Investments, exiting entirely with an estimated $2.55M sold.
- 173 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q1 2025, up from 171 in Q4 2024.
- Funds reported $428M of Guggenheim Strategic Opportunities Fund stock for Q1 2025, up 17% quarter-over-quarter.
- 26 funds opened new Guggenheim Strategic Opportunities Fund positions in Q1 2025 and 20 closed out, a net change of +6 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q1 2025 was Raymond James Financial, an estimated $8.2M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q1 2025 was TrueMark Investments, an estimated $2.55M sold.
Based on aggregated 13F filings for Q1 2025.