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
Holders
75
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
WS
51
Wedbush Securities
California
$218K
AHL
52
Abel Hall LLC
Louisiana
$216K
FA
53
Fiduciary Alliance
South Carolina
$212K
LFAS
54
Level Four Advisory Services
Texas
$200K
UBS Group
55
UBS Group
Switzerland
$182K
TSMHT
56
Thurston Springer Miller Herd & Titak
Indiana
$162K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$112K
AF
58
Advisornet Financial
Minnesota
$87.3K
GSWM
59
Golden State Wealth Management
California
$83.4K
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
HNB
63
Huntington National Bank
Ohio
$49.3K
Comerica Bank
64
Comerica Bank
Texas
$45.2K
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
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$26K
MA
70
MCF Advisors
Kentucky
$24.4K
HI
71
Harbour Investments
Wisconsin
$18.1K
GWM
72
Geneos Wealth Management
Colorado
$17.6K
NFSG
73
Newbridge Financial Services Group
Florida
$10.3K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$8.21K
SIS
75
Sound Income Strategies
Florida
$4.84K