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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
MA
76
MCF Advisors
Kentucky
$25.6K +$448 +21 +2%
CP
77
Camelot Portfolios
Ohio
$20.8K +$21.3K +1,000 New
HI
78
Harbour Investments
Wisconsin
$18.9K +$320 +15 +2%
GWM
79
Geneos Wealth Management
Colorado
$17.8K – – –
WAM
80
Wolverine Asset Management
Illinois
$16.9K +$17.3K +812 New
KFAS
81
Keating Financial Advisory Services
Kansas
$15.6K +$16K +750 New
CA
82
CoreCap Advisors
Michigan
$7.28K – – –
SIS
83
Sound Income Strategies
Florida
$4.99K – – –
HWP
84
Highline Wealth Partners
California
$2.08K +$2.13K +100 New
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$1.53K -$21 -1 -1%
Kovitz Investment Group Partners
86
Kovitz Investment Group Partners
Illinois
– -$3.33M -154,058 Closed
Pathstone Holdings
87
Pathstone Holdings
New Jersey
– -$294K -13,595 Closed
Walleye Capital
88
Walleye Capital
New York
– -$269K -12,437 Closed
HF
89
HRT Financial
New York
– -$258K -11,926 Closed
SC
90
Stance Capital
Massachusetts
– -$182K -8,406 Closed
SPF
91
South Plains Financial
Texas
– -$87K -4,022 Closed
Comerica Bank
92
Comerica Bank
Texas
– -$47.6K -2,200 Closed
NFSG
93
Newbridge Financial Services Group
Florida
– -$10.8K -500 Closed
ASN
94
Advisory Services Network
Georgia
– -$7.9K -365 Closed
Russell Investments Group
95
Russell Investments Group
United Kingdom
– -$3.25K -150 Closed
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.