UTF icon

Cohen & Steers Infrastructure Fund
UTF

Overview Fund Activity

211 hedge funds and large institutions have $452M invested in Cohen & Steers Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
35
Increased
71
Reduced
48
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$48.8M
2
Wells Fargo
Wells Fargo
California
$28.9M
3
UBS Group
UBS Group
Switzerland
$27.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.1M
5
JWCA
J.W. Cole Advisors
Florida
$1.63M

Top Sellers

1
CW
Curio Wealth
Maryland
$16.9K
2
EP
Essential Planning
New Hampshire
$0
3
CA
Cornerstone Advisors
North Carolina
$0
4
SIG
Sargent Investment Group
Maryland
$506K
5
UWP
Uniting Wealth Partners
Kansas
$295K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Ackerman Asset Management
Maryland
$243K +$243K +9,500 New
SCM
127
Saxony Capital Management
Missouri
$232K +$232K +9,066 New
CAL
128
Capital Advisors Ltd
Ohio
$229K +$154 +6 +0.1%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$225K – – –
VWA
130
Visionary Wealth Advisors
Illinois
$222K +$3.02K +118 +1%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$222K +$44.7K +1,750 +25%
GWM
132
Geneos Wealth Management
Colorado
$217K +$166K +6,506 +326%
Comerica Bank
133
Comerica Bank
Texas
$213K +$27.4K +1,071 +15%
FWA
134
FORM Wealth Advisors
Wisconsin
$212K +$212K +8,297 New
WLPWM
135
Walled Lake Planning & Wealth Management
Illinois
$211K +$211K +8,250 New
EWA
136
EP Wealth Advisors
California
$209K -$137K -5,347 -40%
AO
137
Advisor OS
Illinois
$206K +$206K +8,048 New
SXL
138
Summit X LLC
Missouri
$205K +$205K +8,029 New
BPA
139
Beacon Pointe Advisors
California
$205K +$205K +8,016 New
KA
140
Kovack Advisors
Florida
$201K +$201K +7,851 New
PWM
141
Prosperity Wealth Management
California
$201K +$201K +7,849 New
GWP
142
Gen-Wealth Partners
Michigan
$165K – – –
US Bancorp
143
US Bancorp
Minnesota
$162K +$50.5K +1,977 +45%
Kayne Anderson Rudnick Investment Management
144
Kayne Anderson Rudnick Investment Management
California
$159K – – –
ZBNA
145
Zions Bancorporation, National Association
Utah
$153K +$153K +6,000 New
CA
146
CoreCap Advisors
Michigan
$131K – – –
HNB
147
Huntington National Bank
Ohio
$128K -$130K – –
HPC
148
HM Payson & Co
Maine
$128K – – –
FFA
149
Farther Finance Advisors
California
$124K +$109K +4,254 +709%
GSWM
150
Golden State Wealth Management
California
$121K -$2.12K -83 -2%
4 5
6
7 8