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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

49 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, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$77.2M +$2.68M +135,103 +4%
Morgan Stanley
2
Morgan Stanley
New York
$66.3M +$4.74M +239,459 +8%
UBS Group
3
UBS Group
Switzerland
$50.1M -$807K -40,755 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.1M -$324K -16,376 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$10.7M -$486K -24,556 -4%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$3.27M +$2.28M +115,019 +229%
Wells Fargo
7
Wells Fargo
California
$3.17M +$96.2K +4,860 +3%
Cerity Partners
8
Cerity Partners
New York
$2.12M +$5.5K +278 +0.3%
Stifel Financial
9
Stifel Financial
Missouri
$1.66M +$125K +6,332 +8%
PAMP
10
Polar Asset Management Partners
Ontario, Canada
$1.66M +$1.66M +83,650 New
WSFS
11
Wilmington Savings Fund Society
Delaware
$1.6M
Corient Private Wealth
12
Corient Private Wealth
Florida
$1.28M +$226K +11,408 +21%
PFA
13
Pettinga Financial Advisors
Indiana
$1.26M -$19.8K -1,000 -2%
SFS
14
Shaker Financial Services
Virginia
$1.21M -$89.9K -4,541 -7%
WS
15
Wedbush Securities
California
$1.04M +$64.7K +3,270 +7%
LPL Financial
16
LPL Financial
California
$1.02M -$16.9K -856 -2%
OC
17
Oppenheimer & Co
New York
$964K -$50.9K -2,570 -5%
Lido Advisors
18
Lido Advisors
California
$807K
Citadel Advisors
19
Citadel Advisors
Florida
$794K +$794K +40,102 New
NA
20
NewEdge Advisors
Louisiana
$704K +$233K +11,762 +49%
RA
21
RFG Advisory
Alabama
$483K +$9.76K +493 +2%
Comerica Bank
22
Comerica Bank
Texas
$468K +$52.3K +2,642 +13%
LA
23
LexAurum Advisors
Kansas
$440K +$1.84K +93 +0.4%
IWC
24
Integrated Wealth Concepts
Massachusetts
$393K +$393K +19,867 New
Jane Street
25
Jane Street
New York
$357K +$357K +18,014 New