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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
HIA
51
Harbor Investment Advisory
Maryland
$15.1K – – –
AA
52
Ancora Advisors
Ohio
$12.1K – – –
NS
53
NBC Securities
Alabama
$12K +$12.4K +999 +99,900%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$7.9K +$8.12K +652 New
SWM
55
Spire Wealth Management
Virginia
$4.13K +$87 +7 +2%
CAM
56
Costello Asset Management
Pennsylvania
$3.62K +$3.74K +300 New
GWSG
57
GPS Wealth Strategies Group
Colorado
$3.02K +$3.11K +250 New
DAM
58
Delta Asset Management
Tennessee
$2.41K -$1.25K -100 -33%
FFA
59
Farther Finance Advisors
California
$2.28K – – –
MEG
60
Millstone Evans Group
Colorado
$1.71K – – –
AF
61
Allworth Financial
California
$180 +$12 +1 +7%
MSG
62
Main Street Group
Virginia
$46 +$50 +4 New
EWA
63
EP Wealth Advisors
California
– -$216K -17,016 Closed
Bessemer Group
64
Bessemer Group
New Jersey
– -$50K -3,937 Closed
CFGS
65
Concourse Financial Group Securities
Alabama
– -$27.9K -2,129 Closed
CBT
66
CoreFirst Bank & Trust
Kansas
– -$7.49K -590 Closed
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.