GOF Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Guggenheim Strategic Opportu (GOF) following the 2026 Q2 hedge fund 13F filings?

As of today, GOF has moved -16.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.9% for the XLF sector ETF — an outperformance of -12.4%. Since the quarter end (June 30, 2026), GOF gained -21.4% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Guggenheim Strategic Opportu (GOF)

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

Smart Money Signals — GOF

Based on 214 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 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

214 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.

🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q

+42 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 61% buying

128 buying81 selling

Last quarter: 128 funds were net buyers (40 opened a brand new position + 88 added to an existing one). Only 81 were sellers (55 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 28 → 36 → 36 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 26% new

104 out of 214 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.

📈

Growing discovery — still being found

16 → 28 → 36 → 36 → 40 new funds/Q

New funds entering each quarter: 28 → 36 → 36 → 40. A growing number of institutions are discovering GOF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 53% veterans vs 31% newcomers

■ 53% veterans ■ 15% 1-2yr ■ 31% new

Entry-cohort mix of 214 holders: 114 (53%) are 2+ year veterans, 33 entered 1–2 years ago, and 67 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

20 of 214 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	212	200	6.0%
13F Shares	48M	44M	7.25%
Total Value	$496M	$470M	5.69%
New Positions	40	36	+4
Increased Positions	87	84	+3
Closed Positions	28	29	-1
Reduced Positions	55	51	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

212

200

6.0%

13F Shares

48M

44M

7.25%

Total Value

$496M

$470M

5.69%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

212 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 GOF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Estate Planners Group, LLC	12.17%	2,464,791	$26.9M
2	Thomas J. Herzfeld Advisors, Inc.	4.48%	1,336,680	$14.6M
3	Logan Stone Capital, LLC	2.78%	1,204,833	$13.2M
4	Petra Financial Advisors Inc	2.41%	476,910	$5.2M
5	Harpswell Capital Advisors, LLC	2.13%	304,093	$3.3M
6	Significant Wealth Partners LLC	1.90%	160,924	$1.8M
7	Kera Capital Partners, Inc.	1.87%	1,787,381	$19.5M
8	Advisory Solutions Group, LLC	1.75%	472,129	$5.2M
9	Richmond Brothers, Inc.	1.40%	247,151	$2.7M
10	Rivernorth Capital Management, LLC	1.38%	2,666,430	$29.1M
11	Gridiron Partners, LLC	1.30%	226,477	$2.5M
12	Smith Asset Management Co., LLC	1.20%	140,005	$1.5M
13	PMG Family Office LLC	1.13%	112,594	$1.2M
14	Secure Asset Management, LLC	0.97%	631,456	$6.9M
15	Verus Capital Partners, LLC	0.82%	528,757	$7.9M
16	Turner Financial Group, Inc.	0.55%	50,317	$549K
17	Mallini Complete Financial Planning LLC	0.43%	55,467	$606K
18	Flynn Zito Capital Management, LLC	0.43%	145,296	$1.6M
19	Capital CS Group, LLC	0.37%	42,445	$464K
20	Integrity Advisory Solutions, LLC	0.28%	252,389	$2.8M
21	Z3 Capital Partners, LLC	0.23%	101,711	$1.1M
22	CreativeOne Wealth, LLC	0.22%	948,818	$10.4M
23	Keating Financial Advisory Services, Inc.	0.20%	140,503	$1.5M
24	Tennessee Valley Asset Management Partners	0.19%	158,023	$1.7M
25	Marks Group Wealth Management, Inc	0.18%	190,195	$2.1M

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 — 7 quarters in a row: For 7 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?

More buyers than sellers — 61% buying: Last quarter: 128 funds were net buyers (40 opened a brand new position + 88 added to an existing one). Only 81 were sellers (55 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GOF holders?

Strong quality — 38% AUM from major funds: 20 of 214 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GOF?

49% of holders stayed for 2+ years: 104 out of 214 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.

Is it too late to buy Guggenheim Strategic Opportu (GOF) following the 2026 Q2 hedge fund 13F filings?

As of today, GOF has moved -16.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.9% for the XLF sector ETF — an outperformance of -12.4%. Since the quarter end (June 30, 2026), GOF has gained -21.4% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Guggenheim Strategic Opportu (GOF)

Smart Money Signals — GOF

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~40 new funds per quarter

49% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 53% veterans vs 31% newcomers

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — GOF

Hedge Fund Ownership: GOF

Market Analysis: GOF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GOF

Is It Too Late to Buy Guggenheim Strategic Opportu (GOF) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: GOF

Statistics: GOF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Guggenheim Strategic Opportu (GOF)

Welcome to 13Foresight!