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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

170 hedge funds and large institutions have $415M invested in Guggenheim Strategic Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
81
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
VCP
2
Verus Capital Partners
Arizona
$28M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M
4
PFA
4
Petra Financial Advisors
Colorado
$6.63M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.52M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.48M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$6.33M
4
Raymond James Financial
4
Raymond James Financial
Florida
$14.3M
5
AWS
5
Atria Wealth Solutions
New York
$905K
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
101
J.W. Cole Advisors
Florida
$294K 19,747 +3,593 +22%
PIA
102
Perennial Investment Advisors
California
$290K 19,489 +3,510 +22%
WWM
103
Wagner Wealth Management
South Carolina
$289K 19,403 – –
USCWA
104
U.S. Capital Wealth Advisors
Texas
$288K 19,323 +1,430 +8%
MSAM
105
Moloney Securities Asset Management
Missouri
$265K 17,825 +3,559 +25%
KPWS
106
Kestra Private Wealth Services
Texas
$262K 17,597 +17,597 New
QCIG
107
Quad-Cities Investment Group
Iowa
$253K 16,982 +1,327 +8%
IAIM
108
International Assets Investment Management
Florida
$237K 15,941 +529 +3%
VIPI
109
Vista Investment Partners II
Indiana
$217K 14,592 -349 -2%
EWM
110
Empirical Wealth Management
Washington
$216K 14,539 – –
GRP
111
Global Retirement Partners
California
$216K 14,510 +14,510 New
Fisher Asset Management
112
Fisher Asset Management
Washington
$208K 13,964 +13,964 New
MAM
113
Milestone Asset Management
Pennsylvania
$206K 13,835 -104,032 -88%
EFG
114
Elm3 Financial Group
Georgia
$204K 13,667 -10 -0.1%
VFPW
115
Vantage Financial Partners (Wisconsin)
Wisconsin
$200K 13,445 -2,578 -16%
FIA
116
Foundations Investment Advisors
Arizona
$192K 12,904 +2,144 +20%
HI
117
Harbour Investments
Wisconsin
$190K 12,764 -879 -6%
LI
118
LVZ Inc
Michigan
$189K 12,682 -1,527 -11%
DWP
119
Daymark Wealth Partners
Ohio
$183K 12,301 +12,301 New
MC
120
Moors & Cabot
Massachusetts
$179K 12,055 – –
TFGT
121
TS Financial Group (TSFG)
Illinois
$177K 11,900 +9 +0.1%
ACA
122
Aptus Capital Advisors
Alabama
$169K 11,374 +35 +0.3%
KFA
123
Kapstone Financial Advisors
Ohio
$165K 11,070 +11,070 New
KWM
124
Kingsview Wealth Management
Oregon
$164K 11,030 +11,030 New
IWM
125
IHT Wealth Management
Illinois
$164K 11,015 -288 -3%
3 4
5
6 7