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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 %
DI
76
Disciplined Investments
Oklahoma
$490K -$15.6K -1,000 -3%
BWM
77
Buska Wealth Management
Wisconsin
$484K +$108K +6,949 +29%
HighTower Advisors
78
HighTower Advisors
Illinois
$475K +$87.7K +5,633 +23%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$462K -$5.43K -349 -1%
DC
80
Davenport & Co
Virginia
$431K -$264K -16,970 -38%
AFG
81
Atomi Financial Group
New York
$430K +$5.93K +381 +1%
BlackRock
82
BlackRock
New York
$425K +$425K +27,325 New
MFG
83
Merit Financial Group
Georgia
$399K +$6.76K +434 +2%
JCM
84
Jacobi Capital Management
Pennsylvania
$387K +$31.3K +2,012 +9%
JC
85
JB Capital
Connecticut
$385K +$1.65K +106 +0.4%
AWM
86
AE Wealth Management
Kansas
$362K +$26.9K +1,727 +8%
DJYG
87
David J. Yvars Group
Florida
$346K -$428K -27,517 -55%
Creative Planning
88
Creative Planning
Kansas
$346K +$346K +22,217 New
SWP
89
Semus Wealth Partners
Florida
$340K -$87.6K -5,628 -20%
EMAM
90
Encompass More Asset Management
California
$337K -$8.69K -558 -3%
IA
91
IFG Advisory
Georgia
$327K +$327K +20,975 New
CCG
92
Capital CS Group
California
$321K +$10.5K +677 +3%
CAL
93
Capital Analysts LLC
Pennsylvania
$314K +$98.7K +6,349 +46%
NS
94
NBC Securities
Alabama
$313K +$313K +20,106 +118,271%
WA
95
Waverly Advisors
Alabama
$309K – – –
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$304K -$211K -13,576 -41%
WWM
97
Wagner Wealth Management
South Carolina
$302K – – –
SAM
98
Smith Asset Management
Florida
$302K +$302K +19,395 New
RIA
99
Realta Investment Advisors
Delaware
$302K +$46.7K +3,000 +18%
PWM
100
Prosperity Wealth Management
California
$296K +$296K +19,002 New
2 3
4
5 6