Cohen & Steers Closed End Opportunity Fund is a publicly traded company on NYSE. As of Q3 2025, 58 institutional investors hold shares in this company, with total holdings valued at $67.3M. MORGAN STANLEY is the largest holder with a position valued at $19.3M.
Overview of institutional ownership in FOF as of Q3 2025
Institutions with the largest positions in FOF as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $19.3M 0.00% of portfolio |
L LPL Financial LLC Institution | $12.6M 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $6.9M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $4.9M 0.00% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $3.9M 0.00% of portfolio |
UBS Group AG Institution | $3.2M 0.00% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $2.1M 0.00% of portfolio |
J J.W. COLE ADVISORS, INC. Institution | $1.7M 0.03% of portfolio |
Shaker Financial Services, LLC RIA/Wealth | $1.5M 0.51% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.4M 0.00% of portfolio |
Institutional buying and selling activity for FOF in Q3 2025
| Institution | Net Bought |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | +$1.3M +99.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$563.5K +43.2K shares |
Cetera Investment Advisers RIA/Wealth | +$338.9K +26.0K shares |
L LPL Financial LLC Institution | +$196.4K +15.1K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$186.4K +14.3K shares |
B BENJAMIN EDWARDS INC Institution | +$170.2K +13.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$164.2K +12.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$158.8K +242.0 shares |
LVZ Advisors, Inc. RIA/Wealth | +$142.6K +- shares |
J J.W. COLE ADVISORS, INC. Institution | +$133.2K +10.2K shares |
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$592.5K −45.4K shares |
B BlackRock, Inc. Institution | −$208.7K −16.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$175.0K −13.9K shares |
L.M. KOHN & COMPANY RIA/Wealth | −$165.5K −13.1K shares |
A AMERIFLEX GROUP, INC. Institution | −$95.1K −7.6K shares |
HighTower Advisors, LLC RIA/Wealth | −$50.6K −3.9K shares |
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth | −$15.7K −1.2K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$12.5K −959.0 shares |
CoreCap Advisors, LLC RIA/Wealth | −$7.6K −582.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | −$326.0 −25.0 shares |
Institutions that initiated new positions or completely exited FOF in Q3 2025
| Institution | Position Value |
|---|---|
B BENJAMIN EDWARDS INC Institution | $170.2K 13.1K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $158.8K 12.2K shares |
LVZ Advisors, Inc. RIA/Wealth | $142.6K 10.9K shares |
MAI Wealth Advisors RIA/Wealth | $13.0K 1.0K shares |
| Institution | Previous Position |
|---|---|
B BlackRock, Inc. Institution | $208.7K 16.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $175.0K 13.9K shares |
L.M. KOHN & COMPANY RIA/Wealth | $165.5K 13.1K shares |
A AMERIFLEX GROUP, INC. Institution | $95.1K 7.6K shares |
Institutions with the largest Call and Put options positions in FOF as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with FOF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | 0.51% $1.5M |
Financial Alternatives, Inc RIA/Wealth | 0.35% $571.1K |
Saxony Capital Management, LLC RIA/Wealth | 0.22% $339.1K |
K Kapstone Financial Advisors LLC RIA/Wealth | 0.13% $268.9K |
Bay Capital Advisors, LLC RIA/Wealth | 0.08% $130.4K |
NWF Advisory Services Inc. RIA/Wealth | 0.07% $656.0K |
Lokken Investment Group LLC RIA/Wealth | 0.06% $166.5K |
F Future Financial Wealth Managment LLC RIA/Wealth | 0.05% $78.2K |
Independent Wealth Network Inc. RIA/Wealth | 0.04% $130.9K |
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth | 0.04% $149.6K |
Discover hedge funds investing in FOF

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Medical - Healthcare Information Services Healthcare | $56.2M | 3.82% | |
ETF ETF | $36.0M | 2.45% | |
Unknown Unknown | $26.9M | 1.83% |
We use cookies for analytics. See our Privacy and Cookie Policy.