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Cohen & Steers Closed End Opportunity Fund
FOF

59 hedge funds and large institutions have $73.8M invested in Cohen & Steers Closed End Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more capital invested

Capital invested by funds: $73.5M → $73.8M (+$301K)

0.15% less ownership

Funds ownership: 20.36% → 20.21% (-0.15%)

3% less funds holding

Funds holding: 61 → 59 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$376K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$246K
3
KAS
Kestra Advisory Services
Texas
+$243K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$237K
5
DWM
Dakota Wealth Management
Florida
+$182K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$689K
2
Morgan Stanley
Morgan Stanley
New York
-$390K
3
SFS
Shaker Financial Services
Virginia
-$237K
4
NFSG
Newbridge Financial Services Group
Florida
-$190K
5
LI
LVZ Inc
Michigan
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$10.9K – – –
HI
52
Harbour Investments
Wisconsin
$10.5K +$10.3K +793 New
SWM
53
Spire Wealth Management
Virginia
$4.8K +$91 +7 +2%
CAM
54
Costello Asset Management
Pennsylvania
$3.96K – – –
HWP
55
Highline Wealth Partners
California
$2.97K +$2.94K +225 New
GRP
56
Global Retirement Partners
California
$2.92K – – –
DAM
57
Delta Asset Management
Tennessee
$2.64K – – –
MEG
58
Millstone Evans Group
Colorado
$1.87K – – –
AF
59
Allworth Financial
California
$425 -$3.92K -300 -90%
NFSG
60
Newbridge Financial Services Group
Florida
– -$190K -14,561 Closed
LI
61
LVZ Inc
Michigan
– -$143K -10,935 Closed
IWN
62
Independent Wealth Network
Iowa
– -$131K -10,035 Closed
FFWM
63
Future Financial Wealth Management
Ohio
– -$78.2K -6,000 Closed
WAM
64
Wolverine Asset Management
Illinois
– -$28.7K -2,201 Closed
ASN
65
Advisory Services Network
Georgia
– -$7.83K -600 Closed
GWSG
66
GPS Wealth Strategies Group
Colorado
– -$3.38K -259 Closed
FFA
67
Farther Finance Advisors
California
– -$2.45K -188 Closed
1 2
3

FOF Hedge Fund Activity: Q4 2025 in Review

59 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Closed End Opportunity Fund (FOF) for Q4 2025, worth a combined $73.8M — up 0.41% from $73.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FOF and 7 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 17 added.

The largest buyer was Wells Fargo, adding an estimated $376K. The largest seller was LPL Financial, cutting an estimated $689K.

  • 59 institutional investors held Cohen & Steers Closed End Opportunity Fund (FOF) as of Q4 2025, down from 61 in Q3 2025.
  • Funds reported $73.8M of Cohen & Steers Closed End Opportunity Fund stock for Q4 2025, up 0.41% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers Closed End Opportunity Fund positions in Q4 2025 and 8 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Closed End Opportunity Fund buyer in Q4 2025 was Wells Fargo, an estimated $376K added.
  • The largest Cohen & Steers Closed End Opportunity Fund seller in Q4 2025 was LPL Financial, an estimated $689K sold.

Based on aggregated 13F filings for Q4 2025.