PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

45 hedge funds and large institutions have $27.9M invested in Flaherty & Crumrine Preferred and Income Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6.43M
2
WAM
2
Wolverine Asset Management
Illinois
$626K
3
BAG
3
Bridgewealth Advisory Group
California
$314K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$469K
5
PFA
5
Pathway Financial Advisors
Vermont
$545K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$764K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$761K
3
SA
3
SFI Advisors
New Jersey
$0
4
ACM
4
Arlington Capital Management
Illinois
$0
5
RCM
5
Rivernorth Capital Management
Florida
$591K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$6.43M 568,232 +148,221 +35%
Morgan Stanley
2
Morgan Stanley
New York
$2.82M 248,980 +2,755 +1%
Raymond James Financial
3
Raymond James Financial
Florida
$2.01M 177,337 +6,569 +4%
Bank of America
4
Bank of America
North Carolina
$1.75M 154,578 +13,033 +9%
MC
5
Matisse Capital
Oregon
$1.52M 134,805 – –
UBS Group
6
UBS Group
Switzerland
$1.48M 131,211 +2,292 +2%
AA
7
AQR Arbitrage
Connecticut
$1.03M 91,021 -8,435 -8%
UB
8
UMB Bank
Missouri
$977K 86,373 – –
Osaic Holdings
9
Osaic Holdings
Arizona
$894K 79,537 -4,001 -5%
Wells Fargo
10
Wells Fargo
California
$764K 67,588 -58,598 -46%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$761K 67,241 -25,442 -27%
Lido Advisors
12
Lido Advisors
California
$744K 65,811 +1,087 +2%
WAM
13
Wolverine Asset Management
Illinois
$626K 55,383 +36,748 +197%
RCM
14
Robinson Capital Management
Michigan
$622K 55,008 – –
RCM
15
Rivernorth Capital Management
Florida
$591K 52,298 -13,169 -20%
PFA
16
Pathway Financial Advisors
Vermont
$545K 48,196 +18,750 +64%
CSP
17
Cary Street Partners
Virginia
$507K 44,835 +1,335 +3%
LPL Financial
18
LPL Financial
California
$473K 41,806 -3,135 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$469K 41,489 +22,246 +116%
GC
20
Guggenheim Capital
Illinois
$397K 35,060 -754 -2%
BAG
21
Bridgewealth Advisory Group
California
$314K 27,733 +27,733 New
LWM
22
LongView Wealth Management
Georgia
$258K 22,780 – –
WS
23
Wedbush Securities
California
$209K 18,500 -2,000 -10%
DADC
24
D.A. Davidson & Co
Montana
$188K 16,600 – –
SWMP
25
Signature Wealth Management Partners
New Jersey
$162K 14,351 +14,351 New
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