Guggenheim Strategic Opportunities Fund
185 hedge funds and large institutions have $480M invested in Guggenheim Strategic Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 39 reducing their positions, and 10 closing their positions.
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
115% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 39
15% more capital invested
Capital invested by funds: $419M → $480M (+$61.5M)
6% more funds holding
Funds holding: 174 → 185 (+11)
2.45% more ownership
Funds ownership: 17.34% → 19.8% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.8M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.85M |
| 3 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$5.88M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.22M |
| 5 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.76M |
| 2 |
Bank of New York Mellon
New York
|
-$2.55M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$1.68M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$697K |
GOF Hedge Fund Activity: Q3 2025 in Review
185 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q3 2025, worth a combined $480M — up 15% from $419M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new GOF positions and 10 closed out — a net gain of 16 holders — while 84 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.8M. The largest seller was Raymond James Financial, cutting an estimated $3.76M.
- 185 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q3 2025, up from 174 in Q2 2025.
- Funds reported $480M of Guggenheim Strategic Opportunities Fund stock for Q3 2025, up 15% quarter-over-quarter.
- 26 funds opened new Guggenheim Strategic Opportunities Fund positions in Q3 2025 and 10 closed out, a net change of +16 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q3 2025 was Morgan Stanley, an estimated $12.8M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q3 2025 was Raymond James Financial, an estimated $3.76M sold.
Based on aggregated 13F filings for Q3 2025.