Cohen & Steers Infrastructure Fund
UTF
214 hedge funds and large institutions have $456M invested in Cohen & Steers Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 18 closing their positions.
94% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 18
52% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 48
9% more capital invested
Capital invested by funds: $418M → $456M (+$38M)
6% more funds holding
Funds holding: 202 → 214 (+12)
0.43% more ownership
Funds ownership: 18.05% → 18.48% (+0.43%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.08M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.82M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.74M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.7M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$1.6M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.58M |
| 3 |
SIG
Sargent Investment Group
Bethesda,
Maryland
|
-$978K |
| 4 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
-$967K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$953K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GGI
226
Godsey & Gibb Inc
Richmond,
Virginia
| – | -$14.4K | -600 | Closed |
|
|
WA
227
WPG Advisers
Baltimore,
Maryland
| – | -$9.3K | -387 | Closed |
|
228
JP Morgan Chase
New York
| – | -$7.62K | -317 | Closed |
|
|
WWA
229
Wingate Wealth Advisors
Lexington,
Massachusetts
| – | -$5.29K | -220 | Closed |
|
|
PAM
230
Parvin Asset Management
Sioux Falls,
South Dakota
| – | -$3.61K | -150 | Closed |
|
|
PCWA
231
Pacific Capital Wealth Advisors
Corona,
California
| – | -$2.5K | -104 | Closed |
|
|
CAS
232
Coppell Advisory Solutions
Coppell,
Texas
| – | -$2.3K | -96 | Closed |
|
233
Fidelity Investments
Boston,
Massachusetts
| – | -$24 | -1 | Closed |
|
UTF Hedge Fund Activity: Q1 2025 in Review
214 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q1 2025, worth a combined $456M — up 9.1% from $418M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new UTF positions and 18 closed out — a net gain of 17 holders — while 73 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.08M. The largest seller was Essential Planning, exiting entirely with an estimated $1.6M sold.
- 214 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q1 2025, up from 202 in Q4 2024.
- Funds reported $456M of Cohen & Steers Infrastructure Fund stock for Q1 2025, up 9.1% quarter-over-quarter.
- 35 funds opened new Cohen & Steers Infrastructure Fund positions in Q1 2025 and 18 closed out, a net change of +17 holders.
- The largest Cohen & Steers Infrastructure Fund buyer in Q1 2025 was Morgan Stanley, an estimated $2.08M added.
- The largest Cohen & Steers Infrastructure Fund seller in Q1 2025 was Essential Planning, an estimated $1.6M sold.
Based on aggregated 13F filings for Q1 2025.