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Cohen & Steers Infrastructure Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 202214 (+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: 55 (0)

Holders
214
Holders Change
+12
Holders Change %
+5.94%
% 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
73
Reduced
48
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Paralel Advisors
Colorado
$70.3M
Morgan Stanley
2
Morgan Stanley
New York
$48.8M +$2.08M +85,191 +5%
MGAM
3
McGowan Group Asset Management
Texas
$33.9M -$211K -8,620 -0.6%
Wells Fargo
4
Wells Fargo
California
$28.9M +$1.82M +74,249 +7%
UBS Group
5
UBS Group
Switzerland
$27.1M +$1.74M +70,988 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24.1M +$1.7M +69,669 +8%
Bank of America
7
Bank of America
North Carolina
$22.4M +$535K +21,866 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$20.7M +$58.6K +2,397 +0.3%
LPL Financial
9
LPL Financial
California
$14.5M +$782K +31,993 +6%
BFIC
10
Bedell Frazier Investment Counselling
California
$12.7M -$244K -9,998 -2%
SA
11
SRH Advisors
Kansas
$10.4M +$831 +34 +0%
Stifel Financial
12
Stifel Financial
Missouri
$9.27M +$337K +13,798 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$7.93M +$146K +5,990 +2%
Ameriprise
14
Ameriprise
Minnesota
$6.87M +$299K +12,232 +5%
CWM
15
C2C Wealth Management
Arizona
$6.41M +$36.7K +1,500 +0.6%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.57M -$404K -16,533 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.64M +$154K +6,293 +5%
Truist Financial
18
Truist Financial
North Carolina
$3.6M -$98.5K -4,030 -3%
RG
19
Rathbones Group
United Kingdom
$3.26M -$138K -5,630 -4%
CI
20
Conning Inc
Connecticut
$3.08M +$56.2K +2,299 +2%
SAM
21
Smith Asset Management
Florida
$2.71M -$26.7K -1,094 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.35M -$953K -38,996 -30%
SA
23
Sanctuary Advisors
Indiana
$2.3M +$486K +19,872 +28%
AWM
24
Accel Wealth Management
Iowa
$2.26M -$30.7K -1,257 -1%
GC
25
Guggenheim Capital
Illinois
$2.23M -$15.9K -651 -0.7%

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.