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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

84 hedge funds and large institutions have $113M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

4% more funds holding

Funds holding: 81 → 84 (+3)

0.13% more ownership

Funds ownership: 26.45% → 26.58% (+0.13%)

4% less capital invested

Capital invested by funds: $118M → $113M (-$4.54M)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$3.17M
2
SIA
Sit Investment Associates
Minnesota
+$1.86M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.02M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$774K
5
Corient Private Wealth
Corient Private Wealth
Florida
+$618K

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$3.33M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.35M
3
GC
Guggenheim Capital
Illinois
-$1.19M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$674K
5
Wells Fargo
Wells Fargo
California
-$560K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
26
Principal Securities
Iowa
$816K +$31.4K +1,471 +4%
PAG
27
Private Advisor Group
New Jersey
$808K +$10.4K +487 +1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$795K +$93.2K +4,369 +13%
AC
29
AlphaCore Capital
California
$772K -$50.2K -2,355 -6%
P
30
&Partners
Tennessee
$768K +$61.8K +2,898 +9%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$737K +$43.5K +2,039 +6%
CAL
32
Capital Analysts LLC
Pennsylvania
$715K +$70K +3,280 +11%
NA
33
NewEdge Advisors
Louisiana
$693K -$29.3K -1,376 -4%
CIA
34
Concurrent Investment Advisors
Florida
$628K -$491 -23 -0.1%
CIA
35
Capital Investment Advisors
Georgia
$534K +$548K +25,690 New
Stifel Financial
36
Stifel Financial
Missouri
$484K +$43.7K +2,049 +10%
MFG
37
Merit Financial Group
Georgia
$474K +$3.16K +148 +0.7%
SA
38
Strategic Advocates
Utah
$457K -$75.7K -3,550 -14%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$447K -$34K -1,594 -7%
PVM
40
Palogic Value Management
Texas
$426K – – –
Baird Financial Group
41
Baird Financial Group
Wisconsin
$405K -$3.29K -154 -0.8%
MC
42
Mathes Company
New York
$374K +$53.3K +2,500 +16%
FFA
43
Farther Finance Advisors
California
$371K +$240K +11,272 +171%
CF
44
Centaurus Financial
California
$324K – – –
Cerity Partners
45
Cerity Partners
New York
$297K – – –
CCG
46
Catalina Capital Group
California
$291K +$832 +39 +0.3%
WS
47
Wedbush Securities
California
$264K -$2.13K -100 -0.8%
Bank of America
48
Bank of America
North Carolina
$255K -$5.52K -259 -2%
LFAS
49
Level Four Advisory Services
Texas
$239K – – –
AOWM
50
Asset One Wealth Management
Washington
$230K +$229K +10,716 New
1
2
3 4

DFP Hedge Fund Activity: Q4 2025 in Review

84 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q4 2025, worth a combined $113M — down 3.9% from $118M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFP positions and 10 closed out — a net gain of 4 holders — while 25 added to existing stakes and 30 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $3.17M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $3.33M sold.

  • 84 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q4 2025, up from 81 in Q3 2025.
  • Funds reported $113M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q4 2025, down 3.9% quarter-over-quarter.
  • 14 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q4 2025 and 10 closed out, a net change of +4 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q4 2025 was Focus Partners Wealth, an estimated $3.17M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $3.33M sold.

Based on aggregated 13F filings for Q4 2025.