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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

48 hedge funds and large institutions have $245M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$77.2M 3,897,344 +135,103 +4%
Morgan Stanley
2
Morgan Stanley
New York
$66.3M 3,349,513 +239,459 +8%
UBS Group
3
UBS Group
Switzerland
$50.1M 2,527,793 -40,755 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.1M 661,152 -16,376 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$10.7M 541,220 -24,556 -4%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$3.27M 165,242 +115,019 +229%
Wells Fargo
7
Wells Fargo
California
$3.17M 160,024 +4,860 +3%
Cerity Partners
8
Cerity Partners
New York
$2.12M 106,964 +278 +0.3%
Stifel Financial
9
Stifel Financial
Missouri
$1.66M 83,899 +6,332 +8%
PAMP
10
Polar Asset Management Partners
Ontario, Canada
$1.66M 83,650 +83,650 New
WSFS
11
Wilmington Savings Fund Society
Delaware
$1.6M 80,631
Corient Private Wealth
12
Corient Private Wealth
Florida
$1.28M 64,674 +11,408 +21%
PFA
13
Pettinga Financial Advisors
Indiana
$1.26M 63,500 -1,000 -2%
SFS
14
Shaker Financial Services
Virginia
$1.21M 61,281 -4,541 -7%
WS
15
Wedbush Securities
California
$1.04M 52,584 +3,270 +7%
LPL Financial
16
LPL Financial
California
$1.02M 51,697 -856 -2%
OC
17
Oppenheimer & Co
New York
$964K 48,664 -2,570 -5%
Lido Advisors
18
Lido Advisors
California
$807K 40,777
Citadel Advisors
19
Citadel Advisors
Florida
$794K 40,102 +40,102 New
NA
20
NewEdge Advisors
Louisiana
$704K 35,573 +11,762 +49%
RA
21
RFG Advisory
Alabama
$483K 24,384 +493 +2%
Comerica Bank
22
Comerica Bank
Texas
$468K 23,626 +2,642 +13%
LA
23
LexAurum Advisors
Kansas
$440K 22,219 +93 +0.4%
IWC
24
Integrated Wealth Concepts
Massachusetts
$393K 19,867 +19,867 New
Jane Street
25
Jane Street
New York
$357K 18,014 +18,014 New