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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 %
Morgan Stanley
1
Morgan Stanley
New York
$107M +$1.81M +116,402 +2%
LPL Financial
2
LPL Financial
California
$30.3M +$3.6M +231,224 +14%
VCP
3
Verus Capital Partners
Arizona
$24.5M +$7.29M +467,889 +42%
UBS Group
4
UBS Group
Switzerland
$22.9M +$3.85M +247,138 +20%
Raymond James Financial
5
Raymond James Financial
Florida
$18.1M +$8.22M +527,632 +83%
MML Investors Services
6
MML Investors Services
Massachusetts
$12.4M +$7.33M +470,571 +144%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.6M +$2.26M +145,261 +24%
PCIA
8
Prime Capital Investment Advisors
Kansas
$11.3M +$909K +58,394 +9%
CW
9
CreativeOne Wealth
Kansas
$10.6M +$1.34M +85,835 +14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10.4M +$3.21M +206,312 +44%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10M +$3.06M +196,447 +44%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.63M +$279K +17,893 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$9.44M +$2.96M +190,393 +46%
Bank of America
14
Bank of America
North Carolina
$8.25M -$727K -46,665 -8%
SAM
15
Secure Asset Management
Michigan
$6.91M +$1.51M +96,690 +28%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.66M +$1.18M +76,072 +22%
Cohen & Steers
17
Cohen & Steers
New York
$6.02M – – –
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.1M +$92.2K +5,924 +2%
BCA
19
Bay Colony Advisors
Massachusetts
$4.02M -$125K -8,015 -3%
AWS
20
Atria Wealth Solutions
New York
$4.01M +$2.38M +152,722 +146%
RB
21
Richmond Brothers
Michigan
$3.58M -$127K -8,138 -3%
AIP
22
Almanack Investment Partners
Pennsylvania
$3.58M +$2.32M +148,971 +185%
Truist Financial
23
Truist Financial
North Carolina
$3.45M +$941K +60,426 +37%
MFWP
24
Mosaic Family Wealth Partners
Missouri
$3.4M -$12K -770 -0.4%
IIM
25
Illumine Investment Management
Washington
$3.33M +$630K +40,462 +23%
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