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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 %
Morgan Stanley
1
Morgan Stanley
New York
$17.8M -$443K -36,711 -2%
LPL Financial
2
LPL Financial
California
$11M -$68K -5,633 -0.6%
Bank of America
3
Bank of America
North Carolina
$6.47M +$157K +12,973 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$3.73M +$370K +30,693 +11%
Wells Fargo
5
Wells Fargo
California
$2.98M -$9.5K -787 -0.3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.82M +$118K +9,761 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.77M +$60K +4,972 +2%
UBS Group
8
UBS Group
Switzerland
$2.55M -$74.4K -6,162 -3%
Mariner
9
Mariner
Kansas
$1.82M – – –
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.38M -$38.6K -3,201 -3%
JWCA
11
J.W. Cole Advisors
Florida
$1.3M +$333K +27,617 +34%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.26M +$53.1K +4,400 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.15M -$247K -20,486 -18%
PAG
14
Private Advisor Group
New Jersey
$795K +$4.24K +351 +0.5%
CA
15
Clearstead Advisors
Ohio
$656K +$30K +2,488 +5%
FA
16
Financial Alternatives
California
$561K – – –
NAS
17
NWF Advisory Services
California
$524K +$524K +43,400 New
Comerica Bank
18
Comerica Bank
Texas
$401K -$65.8K -5,451 -14%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$346K +$17.7K +1,468 +5%
PS
20
Principal Securities
Iowa
$331K – – –
Ameriprise
21
Ameriprise
Minnesota
$316K -$30.2K -2,500 -9%
SA
22
SFI Advisors
New Jersey
$315K -$26.7K -2,211 -8%
SCM
23
Saxony Capital Management
Missouri
$314K +$29K +2,400 +10%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$283K +$15.8K +1,313 +6%
MOS
25
MGO One Seven
Ohio
$269K – – –
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