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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 %
CWP
126
Core Wealth Partners
California
$171K – – –
P
127
&Partners
Tennessee
$171K +$10.8K +697 +7%
FIA
128
Foundations Investment Advisors
Arizona
$168K +$9.09K +584 +6%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$166K +$97.7K +6,274 +142%
AWG
130
Altus Wealth Group
Colorado
$161K +$3.74K +240 +2%
AAS
131
Ameritas Advisory Services
Nebraska
$161K – – –
FWP
132
Firethorn Wealth Partners
Georgia
$159K +$159K +10,204 New
UWP
133
Uniting Wealth Partners
Kansas
$156K – – –
GP
134
Gridiron Partners
Pennsylvania
$156K – – –
SWM
135
Spire Wealth Management
Virginia
$151K – – –
SS
136
Sunbelt Securities
Texas
$118K -$4.69K -301 -4%
MAS
137
MPWM Advisory Solutions
Georgia
$109K – – –
Wells Fargo
138
Wells Fargo
California
$87.7K +$14.5K +929 +20%
FWM
139
FSA Wealth Management
Massachusetts
$72.8K – – –
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$68K – – –
FFA
141
Farther Finance Advisors
California
$66.7K +$1.52K +98 +2%
EB
142
Eastern Bank
Massachusetts
$63.4K +$63.4K +4,073 New
FFWM
143
Future Financial Wealth Management
Ohio
$62.3K – – –
M
144
MOTCO
Texas
$62.3K +$62.3K +4,000 New
ACM
145
Anfield Capital Management
California
$56.9K – – –
Jones Financial Companies
146
Jones Financial Companies
Missouri
$55.4K +$55.4K +3,563 New
MCM
147
MAI Capital Management
Ohio
$51.2K +$1.85K +119 +4%
POIA
148
Pin Oak Investment Advisors
Texas
$48K +$11.5K +724 +32%
NWM
149
Nova Wealth Management
Florida
$45.8K – – –
EWA
150
EverSource Wealth Advisors
Alabama
$38.3K – – –
4 5
6
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