We are live on ! Find out more
FOF icon

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
AA
51
Ancora Advisors
Ohio
$13K – – –
MCM
52
MAI Capital Management
Ohio
$13K +$12.9K +1,000 New
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$10.8K +$10.7K +825 New
ASN
54
Advisory Services Network
Georgia
$7.83K +$7.75K +600 New
SWM
55
Spire Wealth Management
Virginia
$4.65K +$90 +7 +2%
AF
56
Allworth Financial
California
$4.32K +$3.98K +308 +1,283%
CAM
57
Costello Asset Management
Pennsylvania
$3.91K – – –
GWSG
58
GPS Wealth Strategies Group
Colorado
$3.38K +$52 +4 +2%
GRP
59
Global Retirement Partners
California
$2.88K – – –
DAM
60
Delta Asset Management
Tennessee
$2.61K – – –
FFA
61
Farther Finance Advisors
California
$2.45K – – –
MEG
62
Millstone Evans Group
Colorado
$1.85K – – –
BlackRock
63
BlackRock
New York
– -$209K -16,536 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
– -$175K -13,867 Closed
LMKC
65
L.M. Kohn & Company
Ohio
– -$166K -13,117 Closed
AG
66
AmeriFlex Group
Nevada
– -$95.1K -7,623 Closed
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.