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Cohen & Steers Closed End Opportunity Fund

60 hedge funds and large institutions have $73.5M invested in Cohen & Steers Closed End Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Strategic Wealth Partners
Ohio
$276K
KFA
27
Kapstone Financial Advisors
Ohio
$269K
IA
28
IFG Advisory
Georgia
$226K
NFSG
29
Newbridge Financial Services Group
Florida
$190K
KAS
30
Kestra Advisory Services
Texas
$186K
BEI
31
Benjamin Edwards Inc
Missouri
$170K
LIG
32
Lokken Investment Group
Delaware
$167K
MML Investors Services
33
MML Investors Services
Massachusetts
$159K
EWA
34
EverSource Wealth Advisors
Alabama
$159K
MFG
35
Merit Financial Group
Georgia
$156K
SWM
36
Silverlake Wealth Management
Vermont
$150K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$144K
LI
38
LVZ Inc
Michigan
$143K
PS
39
Principal Securities
Iowa
$134K
SIG
40
Sargent Investment Group
Maryland
$132K
IWN
41
Independent Wealth Network
Iowa
$131K
BCA
42
Bay Capital Advisors
Virginia
$130K
FFWM
43
Future Financial Wealth Management
Ohio
$78.2K
CA
44
CoreCap Advisors
Michigan
$72.7K
JP Morgan Chase
45
JP Morgan Chase
New York
$46.8K
SIS
46
Sound Income Strategies
Florida
$34.2K
HNB
47
Huntington National Bank
Ohio
$33.5K
WAM
48
Wolverine Asset Management
Illinois
$28.7K
CFD
49
Creative Financial Designs
Indiana
$19K
HIA
50
Harbor Investment Advisory
Maryland
$16.3K