HERZ

Herzfeld Credit Income Fund, Inc. Common Stock

17 hedge funds and large institutions have $22.6M invested in Herzfeld Credit Income Fund, Inc. Common Stock in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$16.4M 6,501,517 +457,828 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.86M 1,526,002 +175,905 +13%
CL
3
Choreo LLC
Illinois
$1.11M 437,060 -142,116 -25%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$502K 198,630 -39,643 -17%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$160K 63,373 -3,628 -5%
CL
6
CSS LLC
Illinois
$135K 53,399 +14,389 +37%
HHGC
7
Hunting Hill Global Capital
New York
$110K 43,576 +3,760 +9%
AAS
8
Avantax Advisory Services
Texas
$67.1K 26,519 +1,410 +6%
Corient Private Wealth
9
Corient Private Wealth
Florida
$58K 22,956 +1,221 +6%
Morgan Stanley
10
Morgan Stanley
New York
$52.2K 20,639 +1,781 +9%
IAIM
11
International Assets Investment Management
Florida
$35.4K 13,996 +13,996 New
KAS
12
Kestra Advisory Services
Texas
$26.7K 10,563 +10,563 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12K 4,744 +236 +5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$7.3K 2,869 +2,869 New
CA
15
CoreCap Advisors
Michigan
$561 222 +11 +5%
Bank of America
16
Bank of America
North Carolina
$470 186 +186 New
Wells Fargo
17
Wells Fargo
California
$2 1
Osaic Holdings
18
Osaic Holdings
Arizona
-74,517 Closed
XT
19
XTX Topco
Cayman Islands
-15,982 Closed
Jane Street
20
Jane Street
New York
-11,043 Closed
BT
21
Banque Transatlantique
France
-3,328 Closed
UBS Group
22
UBS Group
Switzerland
-1,304 Closed