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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
WLPWM
51
Walled Lake Planning & Wealth Management
Illinois
$228K – – –
MWM
52
MGB Wealth Management
Texas
$225K +$18K +846 +8%
RAM
53
Readystate Asset Management
Illinois
$224K +$230K +10,782 New
AHL
54
Abel Hall LLC
Louisiana
$218K – – –
FA
55
Fiduciary Alliance
South Carolina
$215K – – –
JWCA
56
J.W. Cole Advisors
Florida
$214K +$213 +10 +0.1%
CSP
57
Cary Street Partners
Virginia
$213K -$70.9K -3,324 -24%
HighTower Advisors
58
HighTower Advisors
Illinois
$211K -$241K -11,282 -53%
UBS Group
59
UBS Group
Switzerland
$206K -$33.8K -1,585 -14%
KAS
60
Kestra Advisory Services
Texas
$158K +$162K +7,589 New
IAIM
61
International Assets Investment Management
Florida
$141K +$144K +6,763 New
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$110K +$113K +5,307 New
AUB
63
Atlantic Union Bankshares
Virginia
$93.6K – – –
TCM
64
Triumph Capital Management
Colorado
$92.5K +$94.9K +4,450 New
AF
65
Advisornet Financial
Minnesota
$88.4K – – –
GSWM
66
Golden State Wealth Management
California
$87.5K +$1.64K +77 +2%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$69.5K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$58.2K -$192 -9 -0.3%
HNB
69
Huntington National Bank
Ohio
$49.9K – – –
NSIM
70
North Star Investment Management
Illinois
$47.8K +$2.13K +100 +5%
Corient Private Wealth
71
Corient Private Wealth
Florida
$42.9K +$618K +28,978 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$38K -$4.61K -216 -11%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$37.4K +$9.62K +451 +33%
WIM
74
Westside Investment Management
California
$34.7K – – –
AF
75
Allworth Financial
California
$28.7K -$2.13K -100 -7%
1 2
3
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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.