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 10 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