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Cohen & Steers

286 hedge funds and large institutions have $1.88B invested in Cohen & Steers in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

8% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 104

2.28% less ownership

Funds ownership: 58.53%56.26% (-2.3%)

16% less capital invested

Capital invested by funds: $2.25B → $1.88B (-$366M)

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.86M
Puts
$2.35M
Net Calls
Net Calls Change

Top Buyers

1 +$17.1M
2 +$13.6M
3 +$10.7M
4
Goldman Sachs
Goldman Sachs
New York
+$8.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.32M

Top Sellers

1 -$29.6M
2 -$28M
3 -$24.6M
4
Morgan Stanley
Morgan Stanley
New York
-$15.8M
5
Raymond James Financial
Raymond James Financial
Florida
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$3.28K
TPCW
252
TD Private Client Wealth
New York
$2.89K
W
253
WealthCollab
Washington
$2.89K
JWM
254
JPL Wealth Management
Colorado
$2.3K
Simplex Trading
255
Simplex Trading
Illinois
$2K
HHGA
256
Halbert Hargrove Global Advisors
California
$1.9K
AF
257
Allworth Financial
California
$1.84K
CA
258
CoreCap Advisors
Michigan
$1.71K
SS
259
SBI Securities
Japan
$1.64K
RIL
260
Rothschild Investment LLC
Illinois
$1.64K
FNWA
261
Financial Network Wealth Advisors
Utah
$1.41K
VCM
262
Versant Capital Management
Arizona
$1.05K
NC
263
North Capital
Utah
$1.05K
HWM
264
Hemington Wealth Management
Virginia
$1K
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$984
Q1WB
266
Quest 10 Wealth Builders
Virginia
$919
BGAI
267
Bruce G. Allen Investments
Colorado
$787
CB
268
CNB Bank
Pennsylvania
$656
FFO
269
Fortitude Family Office
Arizona
$590
LFG
270
Larson Financial Group
Missouri
$590
JWA
271
JFS Wealth Advisors
Pennsylvania
$525
Jones Financial Companies
272
Jones Financial Companies
Missouri
$465
FC
273
Financial Consulate
Maryland
$460
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$444
BFS
275
Bare Financial Services
Pennsylvania
$394