We are live on ! Find out more
FOF icon

Cohen & Steers Closed End Opportunity Fund
FOF

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

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

7% more funds holding

Funds holding: 58 → 62 (+4)

0.04% more ownership

Funds ownership: 19.55% → 19.6% (+0.04%)

4% less capital invested

Capital invested by funds: $68M → $65.5M (-$2.49M)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.83%
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

Rank Fund Capital Flow
1
NAS
NWF Advisory Services
California
+$540K
2
Raymond James Financial
Raymond James Financial
Florida
+$382K
3
JWCA
J.W. Cole Advisors
Florida
+$344K
4
BlackRock
BlackRock
New York
+$206K
5
RAM
Readystate Asset Management
Illinois
+$174K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$457K
2
HighTower Advisors
HighTower Advisors
Illinois
-$255K
3
EWA
EP Wealth Advisors
California
-$216K
4
SWM
Silverlake Wealth Management
Vermont
-$133K
5
UBS Group
UBS Group
Switzerland
-$76.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wedbush Securities
California
$236K -$20.3K -1,630 -8%
CWM
27
Congress Wealth Management
Massachusetts
$231K – – –
IA
28
IFG Advisory
Georgia
$207K -$2K -161 -0.9%
AWS
29
Atria Wealth Solutions
New York
$203K -$1.01K -81 -0.5%
BlackRock
30
BlackRock
New York
$200K +$206K +16,536 New
LFAS
31
Level Four Advisory Services
Texas
$195K +$53K +4,253 +36%
LI
32
LVZ Inc
Michigan
$173K – – –
RAM
33
Readystate Asset Management
Illinois
$168K +$174K +13,936 New
KFA
34
Kapstone Financial Advisors
Ohio
$165K – – –
LMKC
35
L.M. Kohn & Company
Ohio
$158K -$249 -20 -0.2%
SWM
36
Silverlake Wealth Management
Vermont
$153K -$133K -10,717 -46%
LIG
37
Lokken Investment Group
Delaware
$148K -$2.98K -239 -2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$148K +$2.44K +196 +2%
EWA
39
EverSource Wealth Advisors
Alabama
$147K -$199 -16 -0.1%
MFG
40
Merit Financial Group
Georgia
$139K +$2.8K +225 +2%
SIG
41
Sargent Investment Group
Maryland
$134K -$12 -1 -0%
IWN
42
Independent Wealth Network
Iowa
$122K +$126K +10,146 New
BCA
43
Bay Capital Advisors
Virginia
$121K – – –
AG
44
AmeriFlex Group
Nevada
$90.7K +$1.31K +105 +1%
CA
45
CoreCap Advisors
Michigan
$74.1K +$149 +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 +$19.8K +1,590 New
CFD
49
Creative Financial Designs
Indiana
$17.6K – – –
EC
50
Elequin Capital
New York
$16.7K +$1.31K +105 +8%
1
2
3

FOF Hedge Fund Activity: Q1 2025 in Review

62 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Closed End Opportunity Fund (FOF) for Q1 2025, worth a combined $65.5M — down 3.7% from $68M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FOF positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was NWF Advisory Services, opening a new position worth an estimated $540K. The largest seller was Morgan Stanley, cutting an estimated $457K.

  • 62 institutional investors held Cohen & Steers Closed End Opportunity Fund (FOF) as of Q1 2025, up from 58 in Q4 2024.
  • Funds reported $65.5M of Cohen & Steers Closed End Opportunity Fund stock for Q1 2025, down 3.7% quarter-over-quarter.
  • 9 funds opened new Cohen & Steers Closed End Opportunity Fund positions in Q1 2025 and 4 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Closed End Opportunity Fund buyer in Q1 2025 was NWF Advisory Services, an estimated $540K added.
  • The largest Cohen & Steers Closed End Opportunity Fund seller in Q1 2025 was Morgan Stanley, an estimated $457K sold.

Based on aggregated 13F filings for Q1 2025.