HERZ

Herzfeld Credit Income Fund

22 hedge funds and large institutions have $20.3M invested in Herzfeld Credit Income Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $22.9M → $20.3M (-$2.53M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
22
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$954K
2 -$246K
3 -$160K
4
Osaic Holdings
Osaic Holdings
Arizona
-$119K
5
CL
CSS LLC
Illinois
-$47K