Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GUGGENHEIM STRATEGIC OPPORTU (GOF)

186 + Investors. Track Smart Money conviction in GOF. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — GOF

Based on 186 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added GOF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
186 hedge funds hold GOF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

103 buying82 selling
Last quarter: 103 funds bought or added vs 82 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new GOF position: 25 → 13 → 28 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 28% medium 24% new
88 out of 186 hedge funds have held GOF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +26%, value -17%

Value
-17%
Shares
+26%
Last quarter: funds added +26% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

32 → 25 → 13 → 28 → 36 new funds/Q
New funds entering each quarter: 25 → 13 → 28 → 36. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 52% of holders stayed 2+ years

52% veterans 15% 1-2yr 33% new
Of 186 current holders: 96 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
12 of 186 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in GOF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: GOF

How many hedge funds hold GOF — quarterly history vs. share price
Quarterly hedge fund ownership of GOF vs. share price

Market Analysis: GOF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 1 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: GOF
2026 Q1 Stats Unlock in 22 days 186 + Investors

Track Smart Money conviction in GOF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 186 178 4.49%
13F Shares 40M 32M 26.19%
Total Value $513M $622M -17.49%
New Positions 36 28 +8
Increased Positions 67 79 -12
Closed Positions 28 14 +14
Reduced Positions 54 37 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GOF

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Institutional Holders (2026 Q1)

186 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GOF. Verified SEC 13F-HR filings.

Top 25 institutional holders of GOF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Estate Planners Group, LLC 12.80% 2,292,778 $29.5M
2 Harpswell Capital Advisors, LLC 2.69% 327,617 $3.6M
3 Significant Wealth Partners LLC 2.15% 158,176 $1.7M
4 PMG Family Office LLC 1.09% 88,938 $980K
5 Secure Asset Management, LLC 1.09% 623,443 $6.9M
6 Mallini Complete Financial Planning LLC 0.44% 50,418 $556K
7 Noble Wealth Management PBC 0.30% 54,400 $599K
8 Tennessee Valley Asset Management Partners 0.25% 171,680 $1.9M
9 Parisi Gray Wealth Management 0.13% 51,004 $562K
10 David J Yvars Group 0.13% 21,467 $233K
11 MELFA WEALTH MANAGEMENT, INC. 0.11% 17,950 $198K
12 GREENBERG FINANCIAL GROUP 0.11% 23,572 $260K
13 U.S. Capital Wealth Advisors, LLC 0.09% 316,813 $3.5M
14 FIRETHORN WEALTH PARTNERS, LLC 0.08% 18,882 $208K
15 Kapstone Financial Advisors LLC 0.07% 12,570 $139K
16 Quad-Cities Investment Group, LLC 0.06% 13,622 $150K
17 WEDBUSH SECURITIES INC 0.06% 185,392 $2K
18 ELEVATION POINT WEALTH PARTNERS, LLC 0.06% 219,535 $2.4M
19 Silverleafe Capital Partners, LLC 0.06% 16,987 $187K
20 VISTA INVESTMENT PARTNERS II, LLC 0.05% 10,711 $118K
21 Wagner Wealth Management, LLC 0.04% 20,143 $222K
22 PFG Investments, LLC 0.04% 80,693 $889K
23 Discipline Wealth Solutions, LLC 0.04% 30,418 $335K
24 Dynamic Advisor Solutions LLC 0.03% 98,677 $1.1M
25 Fiduciary Alliance LLC 0.03% 45,220 $513K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — GUGGENHEIM STRATEGIC OPPORTU (GOF)

What does the Smart Money Trend signal show for GOF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added GOF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GOF?

Slight buying edge — 56% buying: Last quarter: 103 funds bought or added vs 82 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GOF holders?

Elite ownership — 40% AUM from top-100 funds: 12 of 186 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in GOF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GOF?

47% of holders stayed for 2+ years: 88 out of 186 hedge funds have held GOF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.