Guggenheim Strategic Opportunities Fund
213 hedge funds and large institutions have $540M invested in Guggenheim Strategic Opportunities Fund in 2026 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 56 reducing their positions, and 21 closing their positions.
71% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 21
59% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 56
10% more capital invested
Capital invested by funds: $492M → $540M (+$48.7M)
5% more funds holding
Funds holding: 202 → 213 (+11)
2.3% more ownership
Funds ownership: 21.03% → 23.34% (+2.3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCP
Kera Capital Partners
San Jose,
California
|
+$19.5M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$8.69M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$3.65M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$3.59M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.4M |
| 2 |
IIM
Illumine Investment Management
Poulsbo,
Washington
|
-$2.51M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.61M |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$1.14M |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$1.05M |
GOF Hedge Fund Activity: Q2 2026 in Review
213 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2026, worth a combined $540M — up 9.9% from $492M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new GOF positions and 21 closed out — a net gain of 15 holders — while 89 added to existing stakes and 56 trimmed.
The largest buyer was Kera Capital Partners, adding an estimated $19.5M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.
- 213 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2026, up from 202 in Q1 2026.
- Funds reported $540M of Guggenheim Strategic Opportunities Fund stock for Q2 2026, up 9.9% quarter-over-quarter.
- 36 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2026 and 21 closed out, a net change of +15 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q2 2026 was Kera Capital Partners, an estimated $19.5M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q2 2026 was Morgan Stanley, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2026.