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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

81 hedge funds and large institutions have $118M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $104M → $118M (+$13.6M)

8% more funds holding

Funds holding: 75 → 81 (+6)

1.81% more ownership

Funds ownership: 24.64% → 26.45% (+1.8%)

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$6.39M
2
Raymond James Financial
Raymond James Financial
Florida
+$4.17M
3
Wells Fargo
Wells Fargo
California
+$2.47M
4
1CP
1607 Capital Partners
Virginia
+$1.67M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.13M

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.34M
2
SFS
Shaker Financial Services
Virginia
-$1.29M
3
Ameriprise
Ameriprise
Minnesota
-$1.29M
4
LPL Financial
LPL Financial
California
-$960K
5
Morgan Stanley
Morgan Stanley
New York
-$613K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$830K +$35K +1,663 +5%
PS
27
Principal Securities
Iowa
$817K +$30K +1,427 +4%
NA
28
NewEdge Advisors
Louisiana
$751K -$23.3K -1,107 -3%
P
29
&Partners
Tennessee
$736K +$78.8K +3,750 +12%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$733K +$107K +5,083 +18%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$723K +$214K +10,163 +44%
CAL
32
Capital Analysts LLC
Pennsylvania
$673K -$23K -1,092 -3%
CIA
33
Concurrent Investment Advisors
Florida
$655K +$67K +3,185 +12%
SA
34
Strategic Advocates
Utah
$551K -$389K -18,482 -42%
WS
35
Wela Strategies
Georgia
$518K +$503K +23,917 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$500K +$19.6K +932 +4%
MFG
37
Merit Financial Group
Georgia
$490K -$15.7K -749 -3%
HighTower Advisors
38
HighTower Advisors
Illinois
$464K -$20.5K -974 -4%
Stifel Financial
39
Stifel Financial
Missouri
$459K +$446K +21,231 New
PVM
40
Palogic Value Management
Texas
$444K – – –
Baird Financial Group
41
Baird Financial Group
Wisconsin
$425K +$2.8K +133 +0.7%
CF
42
Centaurus Financial
California
$337K -$18.9K -900 -5%
MC
43
Mathes Company
New York
$335K – – –
Cerity Partners
44
Cerity Partners
New York
$309K – – –
CCG
45
Catalina Capital Group
California
$302K – – –
Pathstone Holdings
46
Pathstone Holdings
New Jersey
$294K -$4.34M -206,401 -94%
CSP
47
Cary Street Partners
Virginia
$294K -$239K -11,381 -46%
WS
48
Wedbush Securities
California
$277K +$46.3K +2,200 +21%
Bank of America
49
Bank of America
North Carolina
$271K -$110K -5,219 -29%
Walleye Capital
50
Walleye Capital
New York
$269K -$107K -5,066 -29%
1
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DFP Hedge Fund Activity: Q3 2025 in Review

81 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q3 2025, worth a combined $118M — up 13% from $104M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFP positions and 6 closed out — a net gain of 6 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $6.39M. The largest seller was Pathstone Holdings, cutting an estimated $4.34M.

  • 81 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $118M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q3 2025, up 13% quarter-over-quarter.
  • 12 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q3 2025 and 6 closed out, a net change of +6 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q3 2025 was Sit Investment Associates, an estimated $6.39M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q3 2025 was Pathstone Holdings, an estimated $4.34M sold.

Based on aggregated 13F filings for Q3 2025.