Cohen & Steers Closed-End (FOF) Hedge Fund Ownership (Q2 2026)

Cohen & Steers Closed-End (FOF)

60 + Investors. Track Smart Money conviction in FOF. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — FOF

Based on 60 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added FOF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

60 hedge funds hold FOF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding FOF is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 56% buying

29 buying23 selling

Last quarter: 29 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 7 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 15% medium ■ 22% new

38 out of 60 hedge funds have held FOF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

9 → 7 → 7 → 9 → 12 new funds/Q

New funds entering each quarter: 7 → 7 → 9 → 12. A growing number of institutions are discovering FOF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 25% new

Entry-cohort mix of 60 holders: 36 (60%) are 2+ year veterans, 9 entered 1–2 years ago, and 15 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds

10 of 60 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in FOF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	60	57	5.26%
13F Shares	5M	5M	0.32%
Total Value	$72M	$66M	8.76%
New Positions	12	9	+3
Increased Positions	17	16	+1
Closed Positions	9	9	-
Reduced Positions	14	19	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

5.26%

13F Shares

0.32%

Total Value

$72M

$66M

8.76%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

60 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FOF. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FOF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Financial Alternatives, Inc	0.30%	43,796	$608K
2	Saxony Capital Management, LLC	0.17%	26,002	$361K
3	Kapstone Financial Advisors LLC	0.14%	23,690	$329K
4	Bay Capital Advisors, LLC	0.07%	10,000	$139K
5	NWF Advisory Services Inc.	0.07%	50,468	$700K
6	Shaker Financial Services, LLC	0.05%	12,607	$175K
7	Silverlake Wealth Management LLC	0.03%	11,570	$161K
8	Highland Investment Advisors LLC	0.02%	3,725	$52K
9	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.02%	12,710	$176K
10	Strategic Wealth Partners, Ltd.	0.02%	21,147	$294K
11	Sargent Investment Group, LLC	0.02%	10,085	$140K
12	Smith, Moore & CO.	0.01%	13,762	$191K
13	Daytona Street Capital LLC	0.01%	1,000	$14K
14	Level Four Advisory Services, LLC	0.01%	22,223	$308K
15	Clearstead Advisors, LLC	0.01%	52,116	$723K
16	IFG Advisory, LLC	0.01%	12,183	$169K
17	EverSource Wealth Advisors, LLC	0.01%	12,097	$168K
18	Osaic Holdings, INC.	0.01%	334,001	$4.6M
19	Compass Financial Management LLC	0.00%	2,981	$41K
20	Private Advisor Group, LLC	0.00%	77,222	$1.1M
21	Commonwealth Equity Services, LLC	0.00%	204,942	$2.8M
22	Dakota Wealth Management	0.00%	13,123	$182K
23	Choreo, LLC	0.00%	19,222	$267K
24	Mariner, LLC	0.00%	166,354	$2.3M
25	CoreCap Advisors, LLC	0.00%	5,573	$77K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Cohen & Steers Closed-End (FOF)

What does the Smart Money Trend signal show for FOF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FOF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FOF?

Slight buying edge — 56% buying: Last quarter: 29 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FOF holders?

Elite ownership — 65% AUM from top-100 funds: 10 of 60 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in FOF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FOF?

63% of holders stayed for 2+ years: 38 out of 60 hedge funds have held FOF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Cohen & Steers Closed-End (FOF)

Smart Money Signals — FOF

Buying streak — 1 quarter in a row

At the ownership peak (98% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 56% buying

Steady new buyers — ~12 new funds per quarter

63% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 60% veterans vs 25% newcomers

Elite ownership — 65% AUM from top-100 funds

Institutional Sentiment Summary — FOF

Hedge Fund Ownership: FOF

Market Analysis: FOF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FOF

Hedge Fund Positioning: FOF

Statistics: FOF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Cohen & Steers Closed-End (FOF)

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