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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
WS
51
Wedbush Securities
California
$218K -$59.8K -3,000 -22%
AHL
52
Abel Hall LLC
Louisiana
$216K +$209K +10,500 New
FA
53
Fiduciary Alliance
South Carolina
$212K
LFAS
54
Level Four Advisory Services
Texas
$200K +$194K +9,750 New
UBS Group
55
UBS Group
Switzerland
$182K +$14.4K +721 +9%
TSMHT
56
Thurston Springer Miller Herd & Titak
Indiana
$162K +$1.77K +89 +1%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$112K
AF
58
Advisornet Financial
Minnesota
$87.3K +$84.7K +4,250 New
GSWM
59
Golden State Wealth Management
California
$83.4K +$1.35K +68 +2%
SPF
60
South Plains Financial
Texas
$82.5K
SPIA
61
Steward Partners Investment Advisory
New York
$57.5K
FFA
62
Farther Finance Advisors
California
$52.2K +$80 +4 +0.2%
HNB
63
Huntington National Bank
Ohio
$49.3K
Comerica Bank
64
Comerica Bank
Texas
$45.2K -$5.98K -300 -12%
NSIM
65
North Star Investment Management
Illinois
$45.2K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$44K
WIM
67
Westside Investment Management
California
$34.2K
AF
68
Allworth Financial
California
$30.4K +$13.9K +700 +90%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$26K -$89.7K -4,500 -78%
MA
70
MCF Advisors
Kentucky
$24.4K +$418 +21 +2%
HI
71
Harbour Investments
Wisconsin
$18.1K +$299 +15 +2%
GWM
72
Geneos Wealth Management
Colorado
$17.6K -$17K -855 -50%
NFSG
73
Newbridge Financial Services Group
Florida
$10.3K +$9.96K +500 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$8.21K -$66.5K -3,338 -89%
SIS
75
Sound Income Strategies
Florida
$4.84K

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.