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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

75 hedge funds and large institutions have $104M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

4% more funds holding

Funds holding: 7275 (+3)

1.46% more ownership

Funds ownership: 23.18%24.64% (+1.5%)

5% more capital invested

Capital invested by funds: $99.2M → $104M (+$4.74M)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
33
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$754K -$10.5K -526 -1%
PS
27
Principal Securities
Iowa
$746K +$37.3K +1,872 +5%
NA
28
NewEdge Advisors
Louisiana
$735K +$20.9K +1,048 +3%
CAL
29
Capital Analysts LLC
Pennsylvania
$661K -$27.4K -1,375 -4%
P
30
&Partners
Tennessee
$622K +$603K +30,279 New
WAM
31
Wolverine Asset Management
Illinois
$597K +$477K +23,939 +464%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$591K +$46.8K +2,349 +9%
CIA
33
Concurrent Investment Advisors
Florida
$556K +$10.8K +544 +2%
CSP
34
Cary Street Partners
Virginia
$512K -$13.9K -700 -3%
RAM
35
Readystate Asset Management
Illinois
$488K +$117K +5,858 +33%
MFG
36
Merit Financial Group
Georgia
$480K +$25.1K +1,259 +6%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$477K -$14.4K -723 -3%
HighTower Advisors
38
HighTower Advisors
Illinois
$460K +$36.8K +1,847 +9%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$455K +$27.9K +1,398 +7%
PVM
40
Palogic Value Management
Texas
$421K
Baird Financial Group
41
Baird Financial Group
Wisconsin
$400K +$112K +5,630 +41%
Bank of America
42
Bank of America
North Carolina
$364K -$16.1K -807 -4%
Walleye Capital
43
Walleye Capital
New York
$359K -$52.5K -2,633 -13%
CF
44
Centaurus Financial
California
$338K -$68.1K -3,419 -17%
MC
45
Mathes Company
New York
$318K
Cerity Partners
46
Cerity Partners
New York
$294K -$44.8K -2,249 -14%
CCG
47
Catalina Capital Group
California
$286K +$278K +13,946 New
VF
48
Virtu Financial
New York
$250K +$242K +12,168 New
WLPWM
49
Walled Lake Planning & Wealth Management
Illinois
$225K
JWCA
50
J.W. Cole Advisors
Florida
$225K +$218K +10,936 New

DFP Hedge Fund Activity: Q2 2025 in Review

75 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q2 2025, worth a combined $104M — up 4.8% from $99.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DFP positions and 6 closed out — a net gain of 3 holders — while 33 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $1.84M. The largest seller was Mangrove Partners, exiting entirely with an estimated $892K sold.

  • 75 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $104M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q2 2025, up 4.8% quarter-over-quarter.
  • 9 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q2 2025 and 6 closed out, a net change of +3 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q2 2025 was Raymond James Financial, an estimated $1.84M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q2 2025 was Mangrove Partners, an estimated $892K sold.

Based on aggregated 13F filings for Q2 2025.