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Guggenheim Strategic Opportunities Fund

200 hedge funds and large institutions have $491M invested in Guggenheim Strategic Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 51

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

2% more funds holding

Funds holding: 196200 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5.42% less ownership

Funds ownership: 26.43%21% (-5.4%)

11% less capital invested

Capital invested by funds: $553M → $491M (-$61.9M)

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
2.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
86
Reduced
51
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
176
Kozak & Associates
Colorado
$14.8K +$700 +58 +5%
AssetMark Inc
177
AssetMark Inc
California
$14.5K +$3.16K +262 +25%
NSIM
178
North Star Investment Management
Illinois
$11K +$12.1K +1,000 New
POIA
179
Pin Oak Investment Advisors
Texas
$10K +$338 +28 +3%
AG
180
AmeriFlex Group
Nevada
$8.56K +$410 +34 +5%
SWM
181
Spire Wealth Management
Virginia
$7.96K
GWP
182
Gen-Wealth Partners
Michigan
$7.26K
AAM
183
Advisors Asset Management
Colorado
$6.06K +$6.64K +550 New
GIA
184
GHP Investment Advisors
Colorado
$5.68K +$6.21K +515 New
RBC
185
Roble Belko & Company
Pennsylvania
$5K
BHWM
186
Beaird Harris Wealth Management
Texas
$4.54K +$4.97K +412 New
MG
187
Mather Group
Illinois
$4.02K +$4.4K +365 New
BG
188
Bollard Group
Massachusetts
$4K +$4.81K +399 New
MCA
189
McGuire Capital Advisors
Oklahoma
$3.31K
SIC
190
Salem Investment Counselors
North Carolina
$2.75K +$3.02K +250 New
MCM
191
MAI Capital Management
Ohio
$2.71K +$1.4K +116 +89%
OCM
192
Osbon Capital Management
Massachusetts
$2.67K +$2.92K +242 New
HWP
193
Highline Wealth Partners
California
$2.54K -$241 -20 -8%
FP
194
Financial Perspectives
Minnesota
$386
BTC
195
Bank & Trust Company
Illinois
$353
FFA
196
Farther Finance Advisors
California
$291 -$18.4K -1,526 -98%
MSWA
197
Marshall & Sterling Wealth Advisors
New York
$287
DB
198
Danske Bank
Denmark
$33 +$36 +3 New
T
199
Tidemark
California
$16
Citigroup
200
Citigroup
New York
$11

GOF Hedge Fund Activity: Q1 2026 in Review

200 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q1 2026, worth a combined $491M — down 11% from $553M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new GOF positions and 24 closed out — a net gain of 10 holders — while 86 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was BlackRock, cutting an estimated $16.9M.

  • 200 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q1 2026, up from 196 in Q4 2025.
  • Funds reported $491M of Guggenheim Strategic Opportunities Fund stock for Q1 2026, down 11% quarter-over-quarter.
  • 34 funds opened new Guggenheim Strategic Opportunities Fund positions in Q1 2026 and 24 closed out, a net change of +10 holders.
  • The largest Guggenheim Strategic Opportunities Fund buyer in Q1 2026 was Morgan Stanley, an estimated $13.5M added.
  • The largest Guggenheim Strategic Opportunities Fund seller in Q1 2026 was BlackRock, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2026.