Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
51 hedge funds and large institutions have $257M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 50 → 51 (+1)
5% more capital invested
Capital invested by funds: $246M → $257M (+$11.1M)
0.31% more ownership
Funds ownership: 22.44% → 22.75% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.49M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.97M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$821K |
| 4 |
Rockefeller Capital Management
New York
|
+$463K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$447K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.25M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.95M |
| 3 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$1.6M |
| 4 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$755K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$347K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
51
WPG Advisers
Baltimore,
Maryland
| $1.49K | +$40 | +2 | +3% |
|
|
BBHC
52
Brown Brothers Harriman & Co
New York
| $82 | +$81 | +4 | New |
|
|
WSFS
53
Wilmington Savings Fund Society
Wilmington,
Delaware
| – | -$1.6M | -80,631 | Closed |
|
|
54
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$347K | -17,537 | Closed |
|
|
EC
55
Elequin Capital
New York
| – | -$265K | -13,360 | Closed |
|
|
MWM
56
Modera Wealth Management
Westwood,
New Jersey
| – | -$249K | -12,565 | Closed |
|
57
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$37.5K | -1,894 | Closed |
|
|
GWM
58
Geneos Wealth Management
Englewood,
Colorado
| – | -$7.6K | -384 | Closed |
|
PTA Hedge Fund Activity: Q3 2025 in Review
51 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) for Q3 2025, worth a combined $257M — up 4.5% from $246M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PTA positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.49M. The largest seller was UBS Group, cutting an estimated $2.25M.
- 51 institutional investors held Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) as of Q3 2025, up from 50 in Q2 2025.
- Funds reported $257M of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund stock for Q3 2025, up 4.5% quarter-over-quarter.
- 7 funds opened new Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund positions in Q3 2025 and 6 closed out, a net change of +1 holder.
- The largest Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund buyer in Q3 2025 was Morgan Stanley, an estimated $6.49M added.
- The largest Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund seller in Q3 2025 was UBS Group, an estimated $2.25M sold.
Based on aggregated 13F filings for Q3 2025.