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Cohen & Steers

284 hedge funds and large institutions have $1.75B invested in Cohen & Steers in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

691% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $423K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

3% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 100

1% less funds holding

Funds holding: 287284 (-3)

1.75% less ownership

Funds ownership: 56.26%54.5% (-1.8%)

7% less capital invested

Capital invested by funds: $1.88B → $1.75B (-$137M)

Holders
284
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
44
Increased
103
Reduced
100
Closed
42
Calls
$3.35M
Puts
$423K
Net Calls
+$2.92M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
251
Flagship Harbor Advisors
Massachusetts
$3.14K +$3.25K +50 New
RIL
252
Rothschild Investment LLC
Illinois
$3.08K +$1.56K +24 +96%
W
253
WealthCollab
Washington
$2.76K
UB
254
UMB Bank
Missouri
$2.76K -$3.97K -61 -58%
TPCW
255
TD Private Client Wealth
New York
$2.76K
TWD
256
True Wealth Design
Ohio
$2.13K +$2.21K +34 New
EP
257
Essential Partners
California
$1.57K +$1.04K +16 +178%
SPIA
258
Steward Partners Investment Advisory
New York
$1.44K -$1.76K -27 -54%
TM
259
Torren Management
California
$1.14K +$1.17K +18 New
CI
260
CX Institutional
Indiana
$1K +$911 +14 New
A
261
AlphaQuest
New York
$942 -$127K -1,945 -99%
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$942
MB
263
MidFirst Bank
Oklahoma
$942 +$976 +15 New
JWA
264
JFS Wealth Advisors
Pennsylvania
$817 +$325 +5 +63%
SS
265
SBI Securities
Japan
$816 -$781 -12 -48%
CB
266
CNB Bank
Pennsylvania
$628
LFG
267
Larson Financial Group
Missouri
$565
AGWCA
268
Annis Gardner Whiting Capital Advisors
Florida
$440 +$455 +7 New
CTC
269
Central Trust Company
Missouri
$440 +$455 +7 New
BGAI
270
Bruce G. Allen Investments
Colorado
$377 -$390 -6 -50%
BFS
271
Bare Financial Services
Pennsylvania
$377
DPW
272
DiNuzzo Private Wealth
Pennsylvania
$377
CFD
273
Creative Financial Designs
Indiana
$314
STB
274
S&T Bank
Pennsylvania
$251 +$65 +1 +33%
KFAS
275
Keating Financial Advisory Services
Kansas
$251 +$260 +4 New