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Cohen & Steers Closed End Opportunity Fund
FOF

61 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, 26 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $69.5M → $73.5M (+$3.97M)

2% more funds holding

Funds holding: 60 → 61 (+1)

0.45% more ownership

Funds ownership: 19.91% → 20.36% (+0.45%)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.28M
2
Raymond James Financial
Raymond James Financial
Florida
+$558K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$336K
4
LPL Financial
LPL Financial
California
+$194K
5
KAS
Kestra Advisory Services
Texas
+$185K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$587K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$301K
3
BlackRock
BlackRock
New York
-$209K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$175K
5
LMKC
L.M. Kohn & Company
Ohio
-$166K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Strategic Wealth Partners
Ohio
$276K +$10.1K +780 +4%
KFA
27
Kapstone Financial Advisors
Ohio
$269K +$26.2K +2,030 +11%
IA
28
IFG Advisory
Georgia
$226K +$749 +58 +0.3%
NFSG
29
Newbridge Financial Services Group
Florida
$190K – – –
KAS
30
Kestra Advisory Services
Texas
$186K +$185K +14,295 New
BEI
31
Benjamin Edwards Inc
Missouri
$170K +$169K +13,052 New
LIG
32
Lokken Investment Group
Delaware
$167K +$6.15K +476 +4%
MML Investors Services
33
MML Investors Services
Massachusetts
$159K +$3.13K +242 +2%
EWA
34
EverSource Wealth Advisors
Alabama
$159K -$323 -25 -0.2%
MFG
35
Merit Financial Group
Georgia
$156K +$2.88K +223 +2%
SWM
36
Silverlake Wealth Management
Vermont
$150K -$15.5K -1,201 -9%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$144K -$12.4K -959 -8%
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 +$39 +3 +0%
BCA
42
Bay Capital Advisors
Virginia
$130K – – –
FFWM
43
Future Financial Wealth Management
Ohio
$78.2K – – –
CA
44
CoreCap Advisors
Michigan
$72.7K -$7.52K -582 -9%
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 +$28.4K +2,201 New
CFD
49
Creative Financial Designs
Indiana
$19K – – –
HIA
50
Harbor Investment Advisory
Maryland
$16.3K – – –
1
2
3

FOF Hedge Fund Activity: Q3 2025 in Review

61 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Closed End Opportunity Fund (FOF) for Q3 2025, worth a combined $73.5M — up 5.7% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FOF positions and 4 closed out — a net gain of 2 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.28M. The largest seller was Morgan Stanley, cutting an estimated $587K.

  • 61 institutional investors held Cohen & Steers Closed End Opportunity Fund (FOF) as of Q3 2025, up from 60 in Q2 2025.
  • Funds reported $73.5M of Cohen & Steers Closed End Opportunity Fund stock for Q3 2025, up 5.7% quarter-over-quarter.
  • 6 funds opened new Cohen & Steers Closed End Opportunity Fund positions in Q3 2025 and 4 closed out, a net change of +2 holders.
  • The largest Cohen & Steers Closed End Opportunity Fund buyer in Q3 2025 was Shaker Financial Services, an estimated $1.28M added.
  • The largest Cohen & Steers Closed End Opportunity Fund seller in Q3 2025 was Morgan Stanley, an estimated $587K sold.

Based on aggregated 13F filings for Q3 2025.