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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
Raymond James Financial
1
Raymond James Financial
Florida
$27.7M +$4.17M +198,497 +18%
Cohen & Steers
2
Cohen & Steers
New York
$9.99M – – –
SIA
3
Sit Investment Associates
Minnesota
$7.75M +$6.39M +303,951 +559%
GC
4
Guggenheim Capital
Illinois
$7.72M +$238K +11,321 +3%
Invesco
5
Invesco
Georgia
$7.03M +$303K +14,421 +5%
Wells Fargo
6
Wells Fargo
California
$6.61M +$2.47M +117,398 +62%
LPL Financial
7
LPL Financial
California
$4.8M -$960K -45,683 -17%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$3.33M -$148K -7,041 -4%
Morgan Stanley
9
Morgan Stanley
New York
$2.83M -$613K -29,172 -18%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$2.64M +$490K +23,288 +24%
SAM
11
Smith Asset Management
Florida
$2.19M +$20.1K +954 +1%
WA
12
Whipplewood Advisors
Colorado
$2.08M +$44.2K +2,104 +2%
Ameriprise
13
Ameriprise
Minnesota
$2.03M -$1.29M -61,237 -40%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.94M +$5.78K +275 +0.3%
1CP
15
1607 Capital Partners
Virginia
$1.72M +$1.67M +79,500 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.56M +$72.6K +3,451 +5%
SFS
17
Shaker Financial Services
Virginia
$1.5M -$1.29M -61,420 -47%
RWM
18
Revisor Wealth Management
Ohio
$1.39M -$52.8K -2,511 -4%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$1.17M +$1.13M +53,931 New
1W
20
1776 Wealth
Georgia
$1.14M -$157K -7,458 -12%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.05M +$3.45K +164 +0.3%
SFG
22
Seamount Financial Group
Colorado
$1.02M -$13.2K -630 -1%
SIC
23
Samalin Investment Counsel
New York
$988K +$12.7K +604 +1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$967K -$281K -13,361 -23%
AC
25
AlphaCore Capital
California
$855K +$442 +21 +0.1%
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.