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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

171 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, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+2
Holders Change %
+1.18%
% 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
14
Increased
81
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.47M
2
VCP
Verus Capital Partners
Arizona
+$4.53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.51M
4
PFA
Petra Financial Advisors
Colorado
+$3.45M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.54M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.09M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.52M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$4.5M
4
Raymond James Financial
Raymond James Financial
Florida
-$3.07M
5
AWS
Atria Wealth Solutions
New York
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
101
J.W. Cole Advisors
Florida
$294K +$53.5K +3,593 +22%
PIA
102
Perennial Investment Advisors
California
$290K +$52.3K +3,510 +22%
WWM
103
Wagner Wealth Management
South Carolina
$289K – – –
USCWA
104
U.S. Capital Wealth Advisors
Texas
$288K +$21.3K +1,430 +8%
MSAM
105
Moloney Securities Asset Management
Missouri
$265K +$53K +3,559 +25%
KPWS
106
Kestra Private Wealth Services
Texas
$262K +$262K +17,597 New
QCIG
107
Quad-Cities Investment Group
Iowa
$253K +$19.8K +1,327 +8%
IAIM
108
International Assets Investment Management
Florida
$237K +$7.88K +529 +3%
VIPI
109
Vista Investment Partners II
Indiana
$217K -$5.2K -349 -2%
EWM
110
Empirical Wealth Management
Washington
$216K – – –
GRP
111
Global Retirement Partners
California
$216K +$216K +14,510 New
Fisher Asset Management
112
Fisher Asset Management
Washington
$208K +$208K +13,964 New
MAM
113
Milestone Asset Management
Pennsylvania
$206K -$1.55M -104,032 -88%
EFG
114
Elm3 Financial Group
Georgia
$204K -$149 -10 -0.1%
VFPW
115
Vantage Financial Partners (Wisconsin)
Wisconsin
$200K -$38.4K -2,578 -16%
FIA
116
Foundations Investment Advisors
Arizona
$192K +$31.9K +2,144 +20%
HI
117
Harbour Investments
Wisconsin
$190K -$13.1K -879 -6%
LI
118
LVZ Inc
Michigan
$189K -$22.7K -1,527 -11%
DWP
119
Daymark Wealth Partners
Ohio
$183K +$183K +12,301 New
MC
120
Moors & Cabot
Massachusetts
$179K – – –
TFGT
121
TS Financial Group (TSFG)
Illinois
$177K +$134 +9 +0.1%
ACA
122
Aptus Capital Advisors
Alabama
$169K +$521 +35 +0.3%
KFA
123
Kapstone Financial Advisors
Ohio
$165K +$165K +11,070 New
KWM
124
Kingsview Wealth Management
Oregon
$164K +$164K +11,030 New
IWM
125
IHT Wealth Management
Illinois
$164K -$4.29K -288 -3%
3 4
5
6 7