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FFC

Flaherty & Crumrine Preferred and Income Securities Fund

112 hedge funds and large institutions have $164M invested in Flaherty & Crumrine Preferred and Income Securities Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $154M → $164M (+$10.2M)

0.8% more ownership

Funds ownership: 20.15%20.95% (+0.8%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 114112 (-2)

23% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 40

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
31
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$25K -$746 -48 -3%
CA
102
CoreCap Advisors
Michigan
$21.2K -$23.3K -1,500 -54%
HCM
103
Hollencrest Capital Management
California
$18.1K
WTA
104
Washington Trust Advisors
Massachusetts
$15.8K
SWA
105
SOA Wealth Advisors
New York
$15.2K +$249 +16 +2%
SPIA
106
Steward Partners Investment Advisory
New York
$8.14K
SS
107
Sunbelt Securities
Texas
$5.44K
NS
108
NBC Securities
Alabama
$5K
BWM
109
Bernard Wealth Management
Michigan
$3.61K +$62 +4 +2%
AssetMark Inc
110
AssetMark Inc
California
$3.58K -$4.69K -302 -58%
KHC
111
Koesten Hirschmann & Crabtree
Kansas
$3.03K
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$1.22K -$2.52K -162 -68%
RCM
113
Rivernorth Capital Management
Florida
-$344K -21,615 Closed
AWS
114
Atria Wealth Solutions
New York
-$274K -17,208 Closed
Pathstone Holdings
115
Pathstone Holdings
New Jersey
-$236K -14,685 Closed
Fidelity Investments
116
Fidelity Investments
Massachusetts
-$214K -13,465 Closed
SA
117
Sanctuary Advisors
Indiana
-$196K -12,275 Closed
Millennium Management
118
Millennium Management
New York
-$190K -11,912 Closed
Cerity Partners
119
Cerity Partners
New York
-$179K -11,262 Closed
TSMHT
120
Thurston Springer Miller Herd & Titak
Indiana
-$153K -9,573 Closed
MG
121
Mather Group
Illinois
-$73.6K -4,617 Closed
AFS
122
Anderson Financial Strategies
Ohio
-$13.7K -943 Closed
EB
123
Eastern Bank
Massachusetts
-$12.7K -800 Closed
Jones Financial Companies
124
Jones Financial Companies
Missouri
-$11.2K -700 Closed
EC
125
Elequin Capital
New York
-$6.2K -389 Closed

FFC Hedge Fund Activity: Q2 2025 in Review

112 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) for Q2 2025, worth a combined $164M — up 6.6% from $154M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FFC and 13 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 31 added.

The largest buyer was Bard Associates, adding an estimated $5.93M. The largest seller was Wells Fargo, cutting an estimated $1.85M.

  • 112 institutional investors held Flaherty & Crumrine Preferred and Income Securities Fund (FFC) as of Q2 2025, down from 114 in Q1 2025.
  • Funds reported $164M of Flaherty & Crumrine Preferred and Income Securities Fund stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 13 funds opened new Flaherty & Crumrine Preferred and Income Securities Fund positions in Q2 2025 and 14 closed out, a net change of -1 holder.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund buyer in Q2 2025 was Bard Associates, an estimated $5.93M added.
  • The largest Flaherty & Crumrine Preferred and Income Securities Fund seller in Q2 2025 was Wells Fargo, an estimated $1.85M sold.

Based on aggregated 13F filings for Q2 2025.