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Cohen & Steers Closed End Opportunity Fund
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Overview Fund Activity

62 hedge funds and large institutions have $65.5M invested in Cohen & Steers Closed End Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NAS
NWF Advisory Services
California
+$524K
2
Raymond James Financial
Raymond James Financial
Florida
+$370K
3
JWCA
J.W. Cole Advisors
Florida
+$333K
4
BlackRock
BlackRock
New York
+$200K
5
RAM
Readystate Asset Management
Illinois
+$168K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$443K
2
HighTower Advisors
HighTower Advisors
Illinois
-$247K
3
EWA
EP Wealth Advisors
California
-$216K
4
SWM
Silverlake Wealth Management
Vermont
-$129K
5
UBS Group
UBS Group
Switzerland
-$74.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$236K -$19.7K -1,630 -8%
CWM
27
Congress Wealth Management
Massachusetts
$231K – – –
IA
28
IFG Advisory
Georgia
$207K -$1.94K -161 -0.9%
AWS
29
Atria Wealth Solutions
New York
$203K -$978 -81 -0.5%
BlackRock
30
BlackRock
New York
$200K +$200K +16,536 New
LFAS
31
Level Four Advisory Services
Texas
$195K +$51.3K +4,253 +36%
LI
32
LVZ Inc
Michigan
$173K – – –
RAM
33
Readystate Asset Management
Illinois
$168K +$168K +13,936 New
KFA
34
Kapstone Financial Advisors
Ohio
$165K – – –
LMKC
35
L.M. Kohn & Company
Ohio
$158K -$241 -20 -0.2%
SWM
36
Silverlake Wealth Management
Vermont
$153K -$129K -10,717 -46%
LIG
37
Lokken Investment Group
Delaware
$148K -$2.89K -239 -2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$148K +$2.37K +196 +2%
EWA
39
EverSource Wealth Advisors
Alabama
$147K -$193 -16 -0.1%
MFG
40
Merit Financial Group
Georgia
$139K +$2.72K +225 +2%
SIG
41
Sargent Investment Group
Maryland
$134K -$12 -1 -0%
IWN
42
Independent Wealth Network
Iowa
$122K +$122K +10,146 New
BCA
43
Bay Capital Advisors
Virginia
$121K – – –
AG
44
AmeriFlex Group
Nevada
$90.7K +$1.27K +105 +1%
CA
45
CoreCap Advisors
Michigan
$74.1K +$145 +12 +0.2%
FFWM
46
Future Financial Wealth Management
Ohio
$72.4K – – –
SIS
47
Sound Income Strategies
Florida
$31.3K – – –
ANBT
48
American National Bank & Trust
Texas
$19.2K +$19.2K +1,590 New
CFD
49
Creative Financial Designs
Indiana
$17.6K – – –
EC
50
Elequin Capital
New York
$16.7K +$1.27K +105 +8%
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