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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
Wells Fargo
1
Wells Fargo
California
$14.8M -$1.85M -118,809 -12%
Invesco
2
Invesco
Georgia
$12.4M +$1.28M +82,477 +12%
Morgan Stanley
3
Morgan Stanley
New York
$9.35M +$18.1K +1,162 +0.2%
Cohen & Steers
4
Cohen & Steers
New York
$9.32M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.97M +$893K +57,473 +13%
BA
6
Bard Associates
Illinois
$7.26M +$5.93M +381,797 +598%
SIA
7
Sit Investment Associates
Minnesota
$6.81M +$2.23M +143,765 +52%
Bank of America
8
Bank of America
North Carolina
$6.53M -$211K -13,556 -3%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$6.29M +$473K +30,443 +9%
1CP
10
1607 Capital Partners
Virginia
$6.11M +$137K +8,800 +2%
CAG
11
Csenge Advisory Group
Florida
$5.29M -$45K -2,896 -0.9%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$4.76M +$1.15M +73,852 +34%
LPL Financial
13
LPL Financial
California
$4.7M -$254K -16,328 -5%
Ameriprise
14
Ameriprise
Minnesota
$4.65M -$10.5K -675 -0.2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.91M +$815K +52,437 +28%
Raymond James Financial
16
Raymond James Financial
Florida
$3.38M +$35.7K +2,300 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.6M -$69.7K -4,485 -3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.59M +$224K +14,432 +10%
GP
19
Gridiron Partners
Pennsylvania
$2.41M
AA
20
AQR Arbitrage
Connecticut
$2.28M -$1.3M -83,735 -37%
TFF
21
The Family Firm
Maryland
$2.13M +$73.2K +4,707 +4%
Stifel Financial
22
Stifel Financial
Missouri
$2.04M -$1.04M -67,234 -35%
SFS
23
Sowell Financial Services
Arkansas
$2.02M -$51.3K -3,299 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$2M -$77.6K -4,995 -4%
ECA
25
Elevated Capital Advisors
Utah
$1.95M

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.