HERZ

Herzfeld Credit Income Fund, Inc. Common Stock
HERZ

Overview Fund Activity

18 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 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
9
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$16.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.86M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$59.7K
4
CL
CSS LLC
Illinois
$135K
5
IAIM
International Assets Investment Management
Florida
$35.4K

Top Sellers

1
CL
Choreo LLC
Illinois
$1.11M
2
Osaic Holdings
Osaic Holdings
Arizona
$0
3
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$502K
4
XT
XTX Topco
Cayman Islands
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$16.4M +$1.16M +457,828 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.86M +$445K +175,905 +13%
CL
3
Choreo LLC
Illinois
$1.11M -$361K -142,116 -25%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$502K -$100K -39,643 -17%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$160K -$9.16K -3,628 -5%
CL
6
CSS LLC
Illinois
$135K +$36.4K +14,389 +37%
HHGC
7
Hunting Hill Global Capital
New York
$110K +$9.51K +3,760 +9%
AAS
8
Avantax Advisory Services
Texas
$67.1K +$3.57K +1,410 +6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$59.7K +$59.7K +23,472 New
Corient Private Wealth
10
Corient Private Wealth
Florida
$58K +$3.09K +1,221 +6%
Morgan Stanley
11
Morgan Stanley
New York
$52.2K +$4.5K +1,781 +9%
IAIM
12
International Assets Investment Management
Florida
$35.4K +$35.4K +13,996 New
KAS
13
Kestra Advisory Services
Texas
$26.7K +$26.7K +10,563 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12K +$597 +236 +5%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$7.3K +$7.3K +2,869 New
CA
16
CoreCap Advisors
Michigan
$561 +$28 +11 +5%
Bank of America
17
Bank of America
North Carolina
$470 +$470 +186 New
Wells Fargo
18
Wells Fargo
California
$2 – – –
Osaic Holdings
19
Osaic Holdings
Arizona
– -$199K -74,517 Closed
XT
20
XTX Topco
Cayman Islands
– -$42K -15,982 Closed
Jane Street
21
Jane Street
New York
– -$29.5K -11,043 Closed
BT
22
Banque Transatlantique
France
– -$8.21K -3,328 Closed
UBS Group
23
UBS Group
Switzerland
– -$3.48K -1,304 Closed