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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
Raymond James Financial
1
Raymond James Financial
Florida
$25.3M -$1.35M -63,406 -5%
Cohen & Steers
2
Cohen & Steers
New York
$9.59M – – –
SIA
3
Sit Investment Associates
Minnesota
$9.26M +$1.86M +86,981 +24%
Invesco
4
Invesco
Georgia
$6.42M -$339K -15,879 -5%
GC
5
Guggenheim Capital
Illinois
$6.26M -$1.19M -55,640 -16%
Wells Fargo
6
Wells Fargo
California
$5.81M -$560K -26,278 -9%
LPL Financial
7
LPL Financial
California
$4.08M -$549K -25,748 -12%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$3.29M +$774K +36,304 +30%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$3.09M +$3.17M +148,586 New
Morgan Stanley
10
Morgan Stanley
New York
$2.69M -$33.4K -1,568 -1%
1CP
11
1607 Capital Partners
Virginia
$2.22M +$587K +27,517 +35%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$2.11M +$1.02M +47,670 +88%
SAM
13
Smith Asset Management
Florida
$2.01M -$88.7K -4,159 -4%
WA
14
Whipplewood Advisors
Colorado
$1.97M -$26.5K -1,244 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.96M +$91.1K +4,269 +5%
Ameriprise
16
Ameriprise
Minnesota
$1.82M -$126K -5,924 -6%
RWM
17
Revisor Wealth Management
Ohio
$1.33M -$32.9K -1,542 -2%
SFS
18
Shaker Financial Services
Virginia
$1.19M -$265K -12,428 -18%
1W
19
1776 Wealth
Georgia
$1.08M -$13K -609 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.01M +$83.1K +3,896 +9%
Osaic Holdings
21
Osaic Holdings
Arizona
$1M -$38.8K -1,821 -4%
SFG
22
Seamount Financial Group
Colorado
$979K +$149 +7 +0%
CEFA
23
Closed-End Fund Advisors
Virginia
$936K +$960K +45,013 New
SIC
24
Samalin Investment Counsel
New York
$891K -$60.6K -2,842 -6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$845K -$674K -31,590 -44%
1
2 3 4

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.