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Cohen & Steers
CNS

Overview Fund Activity

291 hedge funds and large institutions have $2.35B invested in Cohen & Steers in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 108 increasing their positions, 92 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+12
Holders Change %
+4.3%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
108
Reduced
92
Closed
29
Calls
$296K
Puts
$176K
Net Calls
+$120K
Net Calls Change
-$19K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$25.3M
2
WA
Wasatch Advisors
Utah
+$21.1M
3
LIP
Landmark Investment Partners
Florida
+$15.9M
4
CAM
Congress Asset Management
Massachusetts
+$10.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$7.68M

Top Sellers

1
Invesco
Invesco
Georgia
-$34.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$20.8M
3
ClearBridge Investments
ClearBridge Investments
New York
-$20.2M
4
UBS Group
UBS Group
Switzerland
-$11.5M
5
Victory Capital Management
Victory Capital Management
Texas
-$9.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
251
Bell Investment Advisors
California
$4.17K – – –
CFP
252
Comprehensive Financial Planning
Pennsylvania
$3.96K – – –
TPCW
253
TD Private Client Wealth
New York
$3.93K +$1.04K +13 +36%
W
254
WealthCollab
Washington
$3.53K – – –
BIG
255
Brooklyn Investment Group
New York
$3.21K +$2.81K +35 +700%
HWM
256
Hemington Wealth Management
Virginia
$3K +$1.03K +13 +52%
WA
257
Whipplewood Advisors
Colorado
$2.73K +$796 +14 +41%
FGAM
258
Financial Gravity Asset Management
Texas
$2.57K +$2.57K +32 New
SCM
259
Sterling Capital Management
North Carolina
$2.41K +$161 +2 +7%
CA
260
CoreCap Advisors
Michigan
$2.33K +$241 +3 +12%
SPIA
261
Steward Partners Investment Advisory
New York
$2.17K – – –
JWA
262
JFS Wealth Advisors
Pennsylvania
$1.93K -$80 -1 -4%
KIM
263
Kestra Investment Management
Texas
$1.93K +$1.93K +24 New
FNWA
264
Financial Network Wealth Advisors
Utah
$1.78K +$1.78K +22 New
BFS
265
Bare Financial Services
Pennsylvania
$1.77K +$1.77K +22 New
AF
266
Allworth Financial
California
$1.69K +$845 +11 +100%
PFBT
267
Parkside Financial Bank & Trust
Missouri
$1.45K +$1.2K +15 +500%
Optiver Holding
268
Optiver Holding
Netherlands
$1.44K +$1.44K +18 New
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$1.2K – – –
NC
270
North Capital
Utah
$1.2K +$1.2K +15 New
SS
271
SBI Securities
Japan
$1.04K – – –
LWANC
272
Laurel Wealth Advisors (North Carolina)
North Carolina
$883 – – –
CB
273
CNB Bank
Pennsylvania
$803 – – –
MAS
274
MPWM Advisory Solutions
Georgia
$642 – – –
GFPC
275
Global Financial Private Client
Florida
$642 +$482 +6 +300%
9 10
11
12 13