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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 %
IA
26
IFG Advisory
Georgia
$218K 17,236 +91 +0.5%
LFAS
27
Level Four Advisory Services
Texas
$214K 16,968 +771 +5%
BlackRock
28
BlackRock
New York
$209K 16,536 – –
NFSG
29
Newbridge Financial Services Group
Florida
$184K 14,561 +14,561 New
SFS
30
Shaker Financial Services
Virginia
$179K 14,152 +14,152 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$175K 13,867 +13,867 New
LMKC
32
L.M. Kohn & Company
Ohio
$166K 13,117 – –
SWM
33
Silverlake Wealth Management
Vermont
$160K 12,671 +35 +0.3%
LIG
34
Lokken Investment Group
Delaware
$155K 12,293 – –
EWA
35
EverSource Wealth Advisors
Alabama
$154K 12,182 -7 -0.1%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$151K 11,998 -267 -2%
MML Investors Services
37
MML Investors Services
Massachusetts
$151K 11,939 +11,939 New
MFG
38
Merit Financial Group
Georgia
$148K 11,740 +235 +2%
LI
39
LVZ Inc
Michigan
$138K 10,935 -3,400 -24%
SIG
40
Sargent Investment Group
Maryland
$131K 10,085 -1,000 -9%
PS
41
Principal Securities
Iowa
$130K 10,293 -15,800 -61%
IWN
42
Independent Wealth Network
Iowa
$127K 10,032 -114 -1%
BCA
43
Bay Capital Advisors
Virginia
$126K 10,000 – –
AG
44
AmeriFlex Group
Nevada
$95.1K 7,623 +111 +1%
CA
45
CoreCap Advisors
Michigan
$77.7K 6,155 +12 +0.2%
FFWM
46
Future Financial Wealth Management
Ohio
$75.7K 6,000 – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$45.3K 3,590 +3,590 New
SIS
48
Sound Income Strategies
Florida
$32.8K 2,596 – –
CFD
49
Creative Financial Designs
Indiana
$18.4K 1,458 – –
HIA
50
Harbor Investment Advisory
Maryland
$15.8K 1,250 – –
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