Guggenheim Strategic Opportunities
GOF • XNYS
Guggenheim Strategic Opportunities is a publicly traded company on XNYS. As of Q3 2025, 172 institutional investors hold shares in this company, with total holdings valued at $444.2M. MORGAN STANLEY is the largest holder with a position valued at $122.2M.
Overview
Overview of institutional ownership in GOF as of Q3 2025
All Institutions
- Institutions
- 172
- Value Held
- $444.2M
- Shares Held
- 29.8M
- Avg Position
- $2.6M
- Median Position
- $414.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $164.5K
- Shares Held
- 11.0K
- Avg Position
- $164.5K
- Median Position
- $164.5K
Biggest Investors
Institutions with the largest positions in GOF as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $122.2M 0.01% of portfolio |
L LPL Financial LLC Institution | $36.0M 0.01% of portfolio |
 VERUS CAPITAL PARTNERS, LLC RIA/Wealth | $34.0M 2.47% of portfolio |
 UBS Group AG Institution | $23.7M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $18.0M 0.02% of portfolio |
A Advisor Group Holdings, Inc. Institution | $14.2M 0.02% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $12.5M 0.03% of portfolio |
 Change Path, LLC RIA/Wealth | $12.3M 0.32% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $11.9M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $10.6M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for GOF in Q3 2025
- Traded
- +$71.0M
- Buyers
- 107
- Sellers
- 38
- Total Bought
- +$82.6M
- Total Sold
- −$11.5M
- Avg Position
- $2.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$12.9M +858.9K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$12.5M +30.1K shares |
Cetera Investment Advisers RIA/Wealth | +$7.9M +524.9K shares |
VERUS CAPITAL PARTNERS, LLC RIA/Wealth | +$5.9M +394.2K shares |
L LPL Financial LLC Institution | +$5.2M +348.9K shares |
 INTEGRITY ALLIANCE, LLC. RIA/Wealth | +$4.6M +309.6K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | +$3.4M +229.3K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | +$3.4M +229.3K shares |
A Advisor Group Holdings, Inc. Institution | +$2.7M +180.8K shares |
 Retirement Planning Group RIA/Wealth | +$2.4M +158.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$3.8M −251.4K shares |
 Bank of New York Mellon Corp Institution | −$2.6M −170.3K shares |
 Almanack Investment Partners, LLC. RIA/Wealth | −$1.7M −112.0K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$698.7K −46.6K shares |
B BlackRock, Inc. Institution | −$418.1K −27.9K shares |
−$305.7K −20.4K shares | |
M Moloney Securities Asset Management, LLC RIA/Wealth | −$265.4K −17.8K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$255.8K −17.1K shares |
F Fisher Asset Management, LLC Institution | −$207.9K −14.0K shares |
 MILESTONE ASSET MANAGEMENT, LLC RIA/Wealth | −$206.0K −13.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited GOF in Q3 2025
- New Positions
- 22
- New Value
- $28.6M
- Exited Positions
- 9
- Exited Value
- $718.3K
New Positions
| Institution | Position Value |
|---|---|
MML INVESTORS SERVICES, LLC RIA/Wealth | $12.5M 831.4K shares |
INTEGRITY ALLIANCE, LLC. RIA/Wealth | $4.6M 309.6K shares |
Mount Yale Investment Advisors, LLC RIA/Wealth | $3.4M 229.3K shares |
Vestmark Advisory Solutions, Inc. Fund of Funds | $3.4M 229.3K shares |
C CARY STREET PARTNERS FINANCIAL LLC Institution | $1.5M 101.4K shares |
 Presper Financial Architects, LLC RIA/Wealth | $723.2K 48.3K shares |
C Colony Group, LLC Institution | $599.2K 40.0K shares |
 Discipline Wealth Solutions, LLC RIA/Wealth | $538.3K 35.9K shares |
 Summit Financial, LLC RIA/Wealth | $388.6K 25.9K shares |
 NBC SECURITIES, INC. RIA/Wealth | $324.2K 21.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
M Moloney Securities Asset Management, LLC RIA/Wealth | $265.4K 17.8K shares |
F Fisher Asset Management, LLC Institution | $207.9K 14.0K shares |
MILESTONE ASSET MANAGEMENT, LLC RIA/Wealth | $206.0K 13.8K shares |
B Beacon Capital Management, LLC RIA/Wealth | $29.5K 2.0K shares |
C Concord Wealth Partners RIA/Wealth | $4.0K 271.0 shares |
 US BANCORP \DE\ Institution | $2.8K 186.0 shares |
 IFP Advisors, Inc RIA/Wealth | $1.5K 97.0 shares |
T TOTAL INVESTMENT MANAGEMENT INC Institution | $1.2K 79.0 shares |
 Kingstone Capital Partners Texas, LLC RIA/Wealth | - 18.0M shares |
Options Activity
Institutions with the largest Call and Put options positions in GOF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with GOF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 PETRA FINANCIAL ADVISORS INC RIA/Wealth | 4.02% $6.8M |
VERUS CAPITAL PARTNERS, LLC RIA/Wealth | 2.47% $34.0M |
 Illumine Investment Management, LLC RIA/Wealth | 2.41% $3.4M |
 Richmond Brothers, Inc. RIA/Wealth | 2.17% $3.4M |
 Smith Asset Management Co., LLC RIA/Wealth | 1.30% $1.5M |
S Secure Asset Management, LLC RIA/Wealth | 1.17% $7.1M |
 FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | 0.90% $2.4M |
M Mallini Complete Financial Planning LLC RIA/Wealth | 0.56% $682.7K |
C Capital CS Group, LLC RIA/Wealth | 0.52% $318.5K |
Presper Financial Architects, LLC RIA/Wealth | 0.42% $723.2K |
Hedge Fund Spotlight
Discover hedge funds investing in GOF
Core Wealth Partners LLC
Hedge Fund • Long/Short
Portfolio ManagerMichael John Hall
- Portfolio Value
- $217.4M
- Positions
- 177
- Last Reported
- Q3 2025
Sector Allocation
Position in Guggenheim Strategic Opportunities
- Market Value
- $164.5K
- Shares Held
- 11.0K
- Portfolio Weight
- 0.08%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $16.5M | 7.57% | |
Industrial - Machinery Industrials | $14.6M | 6.70% | |
Software - Infrastructure Technology | $8.0M | 3.70% |
