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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 %
HIA
51
Harbor Investment Advisory
Maryland
$15.1K – – –
AA
52
Ancora Advisors
Ohio
$12.1K – – –
NS
53
NBC Securities
Alabama
$12K +$12K +999 +99,900%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$7.9K +$7.9K +652 New
SWM
55
Spire Wealth Management
Virginia
$4.13K +$85 +7 +2%
CAM
56
Costello Asset Management
Pennsylvania
$3.62K +$3.62K +300 New
GWSG
57
GPS Wealth Strategies Group
Colorado
$3.02K +$3.02K +250 New
DAM
58
Delta Asset Management
Tennessee
$2.41K -$1.21K -100 -33%
FFA
59
Farther Finance Advisors
California
$2.28K – – –
MEG
60
Millstone Evans Group
Colorado
$1.71K – – –
AF
61
Allworth Financial
California
$180 +$11 +1 +7%
MSG
62
Main Street Group
Virginia
$46 +$46 +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
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