DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
51
Walled Lake Planning & Wealth Management
Illinois
$228K
MWM
52
MGB Wealth Management
Texas
$225K
RAM
53
Readystate Asset Management
Illinois
$224K
AHL
54
Abel Hall LLC
Louisiana
$218K
FA
55
Fiduciary Alliance
South Carolina
$215K
JWCA
56
J.W. Cole Advisors
Florida
$214K
CSP
57
Cary Street Partners
Virginia
$213K
HighTower Advisors
58
HighTower Advisors
Illinois
$211K
UBS Group
59
UBS Group
Switzerland
$206K
KAS
60
Kestra Advisory Services
Texas
$158K
IAIM
61
International Assets Investment Management
Florida
$141K
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$110K
AUB
63
Atlantic Union Bankshares
Virginia
$93.6K
TCM
64
Triumph Capital Management
Colorado
$92.5K
AF
65
Advisornet Financial
Minnesota
$88.4K
GSWM
66
Golden State Wealth Management
California
$87.5K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$69.5K
SPIA
68
Steward Partners Investment Advisory
New York
$58.2K
HNB
69
Huntington National Bank
Ohio
$49.9K
NSIM
70
North Star Investment Management
Illinois
$47.8K
Corient Private Wealth
71
Corient Private Wealth
Florida
$42.9K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$38K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$37.4K
WIM
74
Westside Investment Management
California
$34.7K
AF
75
Allworth Financial
California
$28.7K