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Cohen & Steers Closed End Opportunity Fund

59 hedge funds and large institutions have $68.9M invested in Cohen & Steers Closed End Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.3M +$726K +57,497 +4%
LPL Financial
2
LPL Financial
California
$12.1M +$593K +46,984 +5%
Bank of America
3
Bank of America
North Carolina
$6.51M -$249K -19,717 -4%
Raymond James Financial
4
Raymond James Financial
Florida
$4.16M +$264K +20,899 +7%
Wells Fargo
5
Wells Fargo
California
$3.65M +$537K +42,540 +17%
UBS Group
6
UBS Group
Switzerland
$3.07M +$399K +31,594 +15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.06M +$164K +12,984 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.95M +$4.61K +365 +0.2%
Mariner
9
Mariner
Kansas
$1.93M +$25.3K +2,005 +1%
JWCA
10
J.W. Cole Advisors
Florida
$1.54M +$176K +13,940 +13%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.24M -$82.3K -6,478 -6%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.05M -$159K -12,564 -13%
PAG
13
Private Advisor Group
New Jersey
$893K +$61.7K +4,887 +7%
CA
14
Clearstead Advisors
Ohio
$652K -$33.9K -2,688 -5%
FA
15
Financial Alternatives
California
$553K -$34K -2,691 -6%
Comerica Bank
16
Comerica Bank
Texas
$419K
SCM
17
Saxony Capital Management
Missouri
$328K
AWS
18
Atria Wealth Solutions
New York
$326K +$114K +8,995 +53%
Stifel Financial
19
Stifel Financial
Missouri
$297K +$297K +23,569 New
Ameriprise
20
Ameriprise
Minnesota
$293K -$37.9K -3,000 -11%
MOS
21
MGO One Seven
Ohio
$282K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$280K -$15.8K -1,252 -5%
WS
23
Wedbush Securities
California
$262K +$15.5K +1,224 +6%
SWP
24
Strategic Wealth Partners
Ohio
$257K +$257K +20,367 New
KFA
25
Kapstone Financial Advisors
Ohio
$235K +$62.3K +4,940 +36%