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Cohen & Steers Closed End Opportunity Fund
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Overview Fund Activity

58 hedge funds and large institutions have $68.7M invested in Cohen & Steers Closed End Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.3M
2
LPL Financial
2
LPL Financial
California
$12.1M
3
Wells Fargo
3
Wells Fargo
California
$3.65M
4
UBS Group
4
UBS Group
Switzerland
$3.07M
5
Stifel Financial
5
Stifel Financial
Missouri
$297K

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
SA
3
SFI Advisors
New Jersey
$0
4
Bank of America
4
Bank of America
North Carolina
$6.51M
5
CWM
5
Congress Wealth Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.3M 1,528,234 +57,497 +4%
LPL Financial
2
LPL Financial
California
$12.1M 954,950 +46,984 +5%
Bank of America
3
Bank of America
North Carolina
$6.51M 515,946 -19,717 -4%
Raymond James Financial
4
Raymond James Financial
Florida
$4.16M 329,715 +20,899 +7%
Wells Fargo
5
Wells Fargo
California
$3.65M 289,218 +42,540 +17%
UBS Group
6
UBS Group
Switzerland
$3.07M 243,258 +31,594 +15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.06M 242,084 +12,984 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.95M 233,965 +365 +0.2%
Mariner
9
Mariner
Kansas
$1.93M 152,579 +2,005 +1%
JWCA
10
J.W. Cole Advisors
Florida
$1.54M 121,634 +13,940 +13%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.24M 97,533 -6,478 -6%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.05M 83,053 -12,564 -13%
PAG
13
Private Advisor Group
New Jersey
$893K 70,788 +4,887 +7%
CA
14
Clearstead Advisors
Ohio
$652K 51,696 -2,688 -5%
FA
15
Financial Alternatives
California
$553K 43,796 -2,691 -6%
Comerica Bank
16
Comerica Bank
Texas
$419K 33,200 – –
SCM
17
Saxony Capital Management
Missouri
$328K 26,002 – –
AWS
18
Atria Wealth Solutions
New York
$326K 25,833 +8,995 +53%
Stifel Financial
19
Stifel Financial
Missouri
$297K 23,569 +23,569 New
Ameriprise
20
Ameriprise
Minnesota
$293K 23,200 -3,000 -11%
MOS
21
MGO One Seven
Ohio
$282K 22,306 – –
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$280K 22,173 -1,252 -5%
WS
23
Wedbush Securities
California
$262K 20,749 +1,224 +6%
SWP
24
Strategic Wealth Partners
Ohio
$257K 20,367 +20,367 New
KFA
25
Kapstone Financial Advisors
Ohio
$235K 18,590 +4,940 +36%
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