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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
AFG
101
Atomi Financial Group
New York
$304K
DI
102
Disciplined Investments
Oklahoma
$304K +$4.25K +352 +1%
WAM
103
Wolverine Asset Management
Illinois
$296K +$287K +23,799 +783%
JC
104
JB Capital
Connecticut
$287K +$1.93K +160 +0.6%
Corient Private Wealth
105
Corient Private Wealth
Florida
$287K +$314K +26,041 New
EMAM
106
Encompass More Asset Management
California
$278K -$12.7K -1,053 -4%
IAS
107
Insigneo Advisory Services
Florida
$277K -$121K -10,000 -28%
VEM
108
Vann Equity Management
Texas
$261K +$286K +23,672 New
AIA
109
Absolute Investment Advisers
Florida
$255K +$279K +23,100 New
UAG
110
United Advisor Group
Ohio
$247K +$10.7K +883 +4%
BRWA
111
B. Riley Wealth Advisors
Florida
$245K +$1.12K +93 +0.4%
DJYG
112
David J. Yvars Group
Florida
$233K -$2.73K -226 -1%
SA
113
Sanctuary Advisors
Indiana
$231K -$255K -21,142 -50%
AWA
114
Arkadios Wealth Advisors
Georgia
$231K +$253K +20,968 New
CA
115
CoreCap Advisors
Michigan
$229K +$84.5K +7,000 +51%
WWMSC
116
Wagner Wealth Management (South Carolina)
South Carolina
$222K +$5.37K +445 +2%
Stifel Financial
117
Stifel Financial
Missouri
$221K -$81.9K -6,787 -25%
HF
118
HRT Financial
New York
$214K +$235K +19,443 New
WA
119
Waverly Advisors
Alabama
$214K +$8.39K +695 +4%
NAMM
120
NorthStar Asset Management (Massachusetts)
Massachusetts
$209K
FWP
121
Firethorn Wealth Partners
Georgia
$208K +$10.1K +840 +5%
MC
122
Moors & Cabot
Massachusetts
$206K
MWM
123
Melfa Wealth Management
Massachusetts
$198K
FIA
124
Foundations Investment Advisors
Arizona
$196K +$29.3K +2,429 +16%
Creative Planning
125
Creative Planning
Kansas
$193K +$46K +3,812 +28%

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.