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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
HNB
201
Huntington National Bank
Ohio
$11
TI
202
TrueMark Investments
Illinois
-$1.41M -109,842 Closed
IA
203
IFG Advisory
Georgia
-$1.23M -95,343 Closed
GVAG
204
Great Valley Advisor Group
Delaware
-$1.16M -90,270 Closed
QCM
205
Quantinno Capital Management
New York
-$1.13M -87,593 Closed
JWCA
206
J.W. Cole Advisors
Florida
-$937K -76,193 Closed
LCM
207
Landscape Capital Management
New Jersey
-$788K -61,187 Closed
MG
208
Marex Group
-$704K -54,682 Closed
Focus Partners Wealth
209
Focus Partners Wealth
Massachusetts
-$680K -46,290 Closed
BWM
210
Buska Wealth Management
Wisconsin
-$490K -38,013 Closed
BCI
211
Brinker Capital Investments
Pennsylvania
-$446K -34,598 Closed
PFA
212
Presper Financial Architects
Ohio
-$357K -27,749 Closed
BAG
213
Bauman Advisory Group
Nevada
-$266K -20,660 Closed
TSS
214
Two Sigma Securities
New York
-$253K -19,610 Closed
VF
215
Virtu Financial
New York
-$207K -16,065 Closed
AWG
216
Altus Wealth Group
Colorado
-$130K -10,092 Closed
EFG
217
Elm3 Financial Group
Georgia
-$129K -10,026 Closed
GP
218
Gridiron Partners
Pennsylvania
-$129K -10,000 Closed
CIA
219
Cape Investment Advisory
Georgia
-$28.7K -2,230 Closed
AF
220
Allworth Financial
California
-$22.7K -1,761 Closed
SA
221
Strategic Advocates
Utah
-$14.2K -1,106 Closed
PA
222
Parallel Advisors
California
-$12K -930 Closed
DWM
223
Darwin Wealth Management
Florida
-$9.66K -750 Closed
AFC
224
Ares Financial Consulting
California
-$694 -54 Closed
DT
225
DV Trading
Illinois
-$26 -2 Closed

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.