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Guggenheim Strategic Opportunities Fund

174 hedge funds and large institutions have $419M invested in Guggenheim Strategic Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 84 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 39

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 173174 (+1)

0.41% more ownership

Funds ownership: 16.93%17.34% (+0.41%)

2% less capital invested

Capital invested by funds: $428M → $419M (-$9.17M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
174
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
84
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$109M +$6.34M +434,466 +6%
LPL Financial
2
LPL Financial
California
$30.5M +$1.58M +108,163 +6%
VCP
3
Verus Capital Partners
Arizona
$28M +$4.44M +304,540 +19%
UBS Group
4
UBS Group
Switzerland
$22.7M +$733K +50,267 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$14.3M -$3.01M -206,226 -18%
MML Investors Services
6
MML Investors Services
Massachusetts
$11.9M +$71K +4,864 +0.6%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.5M +$335K +22,935 +3%
CW
8
CreativeOne Wealth
Kansas
$11M +$846K +57,982 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.9M +$4.42M +302,847 +71%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$10.1M +$1.06M +72,557 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.81M +$593K +40,682 +7%
Bank of America
12
Bank of America
North Carolina
$8.2M +$312K +21,357 +4%
PFA
13
Petra Financial Advisors
Colorado
$6.63M +$3.38M +231,751 +109%
SAM
14
Secure Asset Management
Michigan
$6.46M -$146K -10,006 -2%
PCIA
15
Prime Capital Investment Advisors
Kansas
$6.33M -$4.41M -302,444 -42%
Cohen & Steers
16
Cohen & Steers
New York
$5.16M -$584K -40,000 -10%
Truist Financial
17
Truist Financial
North Carolina
$4.71M +$1.38M +94,504 +43%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.48M -$5.4M -370,473 -55%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$4.22M +$296K +20,285 +8%
RB
20
Richmond Brothers
Michigan
$3.55M +$120K +8,200 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.52M -$5.96M -408,639 -63%
AIP
22
Almanack Investment Partners
Pennsylvania
$3.43M +$6.46K +443 +0.2%
MFWP
23
Mosaic Family Wealth Partners
Missouri
$3.38M +$132K +9,040 +4%
BCA
24
Bay Colony Advisors
Massachusetts
$3.32M -$523K -35,870 -14%
IIM
25
Illumine Investment Management
Washington
$3.23M +$42.4K +2,905 +1%

GOF Hedge Fund Activity: Q2 2025 in Review

174 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2025, worth a combined $419M — down 2.1% from $428M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GOF positions and 13 closed out — a net gain of 2 holders — while 84 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.34M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.96M.

  • 174 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2025, up from 173 in Q1 2025.
  • Funds reported $419M of Guggenheim Strategic Opportunities Fund stock for Q2 2025, down 2.1% quarter-over-quarter.
  • 15 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2025 and 13 closed out, a net change of +2 holders.
  • The largest Guggenheim Strategic Opportunities Fund buyer in Q2 2025 was Morgan Stanley, an estimated $6.34M added.
  • The largest Guggenheim Strategic Opportunities Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $5.96M sold.

Based on aggregated 13F filings for Q2 2025.