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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 %
USCWA
101
U.S. Capital Wealth Advisors
Texas
$279K +$65.7K +4,220 +31%
Comerica Bank
102
Comerica Bank
Texas
$271K -$65.4K -4,203 -19%
IA
103
IFP Advisors
Florida
$264K -$1.91M -122,788 -88%
JWCA
104
J.W. Cole Advisors
Florida
$252K -$2.29K -147 -0.9%
VFPW
105
Vantage Financial Partners (Wisconsin)
Wisconsin
$249K +$685 +44 +0.3%
PIA
106
Perennial Investment Advisors
California
$249K – – –
QCIG
107
Quad-Cities Investment Group
Iowa
$244K -$106K -6,826 -30%
WAM
108
WFA Asset Management
Wisconsin
$241K -$206K -14,410 -46%
IAIM
109
International Assets Investment Management
Florida
$240K -$12K -768 -5%
VIPI
110
Vista Investment Partners II
Indiana
$233K +$10.2K +656 +5%
AWM
111
Apollon Wealth Management
South Carolina
$231K – – –
NW
112
NewEdge Wealth
Pennsylvania
$231K +$231K +14,834 New
EWM
113
Empirical Wealth Management
Washington
$226K – – –
MSAM
114
Moloney Securities Asset Management
Missouri
$222K +$222K +14,266 New
LI
115
LVZ Inc
Michigan
$221K – – –
EFG
116
Elm3 Financial Group
Georgia
$213K +$498 +32 +0.2%
HI
117
Harbour Investments
Wisconsin
$212K -$89.2K -5,729 -30%
BCI
118
Brinker Capital Investments
Pennsylvania
$204K +$204K +13,101 New
OPS
119
Orion Portfolio Solutions
Nebraska
$204K +$204K +13,101 New
ARC
120
Advisor Resource Council
Texas
$190K +$190K +12,171 New
MC
121
Moors & Cabot
Massachusetts
$188K +$188K +12,055 New
TFGT
122
TS Financial Group (TSFG)
Illinois
$185K +$103K +6,650 +127%
ASN
123
Advisory Services Network
Georgia
$183K +$183K +11,760 New
ACA
124
Aptus Capital Advisors
Alabama
$177K +$1.5K +96 +0.9%
IWM
125
IHT Wealth Management
Illinois
$176K +$3.1K +199 +2%
3 4
5
6 7