We are live on ! Find out more
GOF icon

Guggenheim Strategic Opportunities Fund

174 hedge funds and large institutions have $419M invested in Guggenheim Strategic Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 84 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 39

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 173174 (+1)

0.41% more ownership

Funds ownership: 16.93%17.34% (+0.41%)

2% less capital invested

Capital invested by funds: $428M → $419M (-$9.17M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
174
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
84
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$7.72K +529 +3%
WA
102
Waverly Advisors
Alabama
$296K
JWCA
103
J.W. Cole Advisors
Florida
$294K +$52.4K +3,593 +22%
PIA
104
Perennial Investment Advisors
California
$290K +$51.2K +3,510 +22%
WWMSC
105
Wagner Wealth Management (South Carolina)
South Carolina
$289K
USCWA
106
U.S. Capital Wealth Advisors
Texas
$288K +$20.9K +1,430 +8%
MSAM
107
Moloney Securities Asset Management
Missouri
$265K +$51.9K +3,559 +25%
KPWS
108
Kestra Private Wealth Services
Texas
$262K +$257K +17,597 New
QCIG
109
Quad-Cities Investment Group
Iowa
$253K +$19.4K +1,327 +8%
IAIM
110
International Assets Investment Management
Florida
$237K +$7.72K +529 +3%
VIPI
111
Vista Investment Partners II
Indiana
$217K -$5.09K -349 -2%
EWM
112
Empirical Wealth Management
Washington
$216K
GRP
113
Global Retirement Partners
California
$216K +$212K +14,510 New
Fisher Asset Management
114
Fisher Asset Management
Washington
$208K +$204K +13,964 New
MAM
115
Milestone Asset Management
Pennsylvania
$206K -$1.52M -104,032 -88%
EFG
116
Elm3 Financial Group
Georgia
$204K -$146 -10 -0.1%
VFPW
117
Vantage Financial Partners (Wisconsin)
Wisconsin
$200K -$37.6K -2,578 -16%
FIA
118
Foundations Investment Advisors
Arizona
$192K +$31.3K +2,144 +20%
HI
119
Harbour Investments
Wisconsin
$190K -$12.8K -879 -6%
LI
120
LVZ Inc
Michigan
$189K -$22.3K -1,527 -11%
DWP
121
Daymark Wealth Partners
Ohio
$183K +$179K +12,301 New
MC
122
Moors & Cabot
Massachusetts
$179K
TFGT
123
TS Financial Group (TSFG)
Illinois
$177K +$131 +9 +0.1%
ACA
124
Aptus Capital Advisors
Alabama
$169K +$511 +35 +0.3%
KFA
125
Kapstone Financial Advisors
Ohio
$165K +$161K +11,070 New

GOF Hedge Fund Activity: Q2 2025 in Review

174 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2025, worth a combined $419M — down 2.1% from $428M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GOF positions and 13 closed out — a net gain of 2 holders — while 84 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.34M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.96M.

  • 174 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2025, up from 173 in Q1 2025.
  • Funds reported $419M of Guggenheim Strategic Opportunities Fund stock for Q2 2025, down 2.1% quarter-over-quarter.
  • 15 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2025 and 13 closed out, a net change of +2 holders.
  • The largest Guggenheim Strategic Opportunities Fund buyer in Q2 2025 was Morgan Stanley, an estimated $6.34M added.
  • The largest Guggenheim Strategic Opportunities Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $5.96M sold.

Based on aggregated 13F filings for Q2 2025.