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Cohen & Steers Closed End Opportunity Fund

59 hedge funds and large institutions have $68.9M invested in Cohen & Steers Closed End Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
26
IFG Advisory
Georgia
$218K +$1.15K +91 +0.5%
LFAS
27
Level Four Advisory Services
Texas
$214K +$9.73K +771 +5%
BlackRock
28
BlackRock
New York
$209K
NFSG
29
Newbridge Financial Services Group
Florida
$184K +$184K +14,561 New
SFS
30
Shaker Financial Services
Virginia
$179K +$179K +14,152 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$175K +$175K +13,867 New
LMKC
32
L.M. Kohn & Company
Ohio
$166K
SWM
33
Silverlake Wealth Management
Vermont
$160K +$442 +35 +0.3%
LIG
34
Lokken Investment Group
Delaware
$155K
EWA
35
EverSource Wealth Advisors
Alabama
$154K -$88 -7 -0.1%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$151K -$3.37K -267 -2%
MML Investors Services
37
MML Investors Services
Massachusetts
$151K +$151K +11,939 New
MFG
38
Merit Financial Group
Georgia
$148K +$2.97K +235 +2%
LI
39
LVZ Inc
Michigan
$138K -$42.9K -3,400 -24%
SIG
40
Sargent Investment Group
Maryland
$131K -$13K -1,000 -9%
PS
41
Principal Securities
Iowa
$130K -$199K -15,800 -61%
IWN
42
Independent Wealth Network
Iowa
$127K -$1.44K -114 -1%
BCA
43
Bay Capital Advisors
Virginia
$126K
AG
44
AmeriFlex Group
Nevada
$95.1K +$1.39K +111 +1%
CA
45
CoreCap Advisors
Michigan
$77.7K +$151 +12 +0.2%
FFWM
46
Future Financial Wealth Management
Ohio
$75.7K
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$45.3K +$45.3K +3,590 New
SIS
48
Sound Income Strategies
Florida
$32.8K
CFD
49
Creative Financial Designs
Indiana
$18.4K
HIA
50
Harbor Investment Advisory
Maryland
$15.8K