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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 %
LFG
151
Larson Financial Group
Missouri
$35.4K +$8.97K +576 +34%
PA
152
PSI Advisors
Florida
$35.3K +$12.8K +820 +57%
GC
153
Garde Capital
Washington
$35.2K +$35.2K +2,258 New
BCMLT
154
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.9K – – –
EWP
155
Elevation Wealth Partners
California
$23.4K – – –
KTC
156
Kentucky Trust Company
Kentucky
$23.4K – – –
HBW
157
Hazlett, Burt & Watson
West Virginia
$20K +$15.1K +960 +305%
DWM
158
Darwin Wealth Management
Florida
$11.4K – – –
PTC
159
Private Trust Company
Ohio
$11.1K – – –
AG
160
AmeriFlex Group
Nevada
$10.5K +$374 +24 +4%
GWP
161
Gen-Wealth Partners
Michigan
$10.3K – – –
MG
162
Mather Group
Illinois
$5.68K – – –
CWP
163
Concord Wealth Partners
Virginia
$4.22K +$4.22K +271 New
US Bancorp
164
US Bancorp
Minnesota
$2.9K – – –
FP
165
Financial Perspectives
Minnesota
$545 – – –
BTC
166
Bank & Trust Company
Illinois
$498 – – –
MSWA
167
Marshall & Sterling Wealth Advisors
New York
$405 – – –
SAM
168
Smartleaf Asset Management
Massachusetts
$105 – – –
HNB
169
Huntington National Bank
Ohio
$16 -$15 – –
Citigroup
170
Citigroup
New York
$16 – – –
TI
171
TrueMark Investments
Illinois
– -$2.55M -167,173 Closed
WCFA
172
Walkner Condon Financial Advisors
Wisconsin
– -$720K -47,200 Closed
HF
173
HRT Financial
New York
– -$486K -31,850 Closed
Citadel Advisors
174
Citadel Advisors
Florida
– -$428K -28,032 Closed
MSFS
175
Main Street Financial Solutions
Pennsylvania
– -$381K -24,954 Closed
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