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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
HF
51
HRT Financial
New York
$258K +$251K +11,926 New
LFAS
52
Level Four Advisory Services
Texas
$249K +$36.8K +1,750 +18%
UBS Group
53
UBS Group
Switzerland
$248K +$55.4K +2,637 +30%
WLPWM
54
Walled Lake Planning & Wealth Management
Illinois
$237K – – –
AHL
55
Abel Hall LLC
Louisiana
$227K – – –
FA
56
Fiduciary Alliance
South Carolina
$224K – – –
JWCA
57
J.W. Cole Advisors
Florida
$222K -$14.2K -676 -6%
MWM
58
MGB Wealth Management
Texas
$216K +$210K +10,000 New
SC
59
Stance Capital
Massachusetts
$182K +$177K +8,406 New
FFA
60
Farther Finance Advisors
California
$142K +$84.7K +4,028 +158%
AUB
61
Atlantic Union Bankshares
Virginia
$97.4K +$94.6K +4,500 New
AF
62
Advisornet Financial
Minnesota
$92K – – –
GSWM
63
Golden State Wealth Management
California
$89.4K +$1.41K +67 +2%
SPF
64
South Plains Financial
Texas
$87K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$72.4K -$44.2K -2,100 -39%
SPIA
66
Steward Partners Investment Advisory
New York
$60.8K +$189 +9 +0.3%
HNB
67
Huntington National Bank
Ohio
$51.9K – – –
Comerica Bank
68
Comerica Bank
Texas
$47.6K – – –
NSIM
69
North Star Investment Management
Illinois
$47.6K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$44K -$2.08K -99 -5%
WIM
71
Westside Investment Management
California
$36.1K – – –
AF
72
Allworth Financial
California
$32K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$29.2K +$1.75K +83 +7%
MA
74
MCF Advisors
Kentucky
$26.1K +$421 +20 +2%
HI
75
Harbour Investments
Wisconsin
$19.4K +$315 +15 +2%
1 2
3
4

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.