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 %
CF
26
Centaurus Financial
California
$148K 13,043 – –
ORC
27
O'Rourke & Company
Massachusetts
$141K 12,426 – –
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$138K 12,087 – –
BlackRock
29
BlackRock
New York
$130K 11,533 – –
IA
30
IFP Advisors
Florida
$128K 11,284 -2,139 -16%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$123K 10,858 +31 +0.3%
BFF
32
Byrne Financial Freedom
Massachusetts
$120K 10,600 – –
CW
33
CreativeOne Wealth
Kansas
$115K 10,200 +10,200 New
Comerica Bank
34
Comerica Bank
Texas
$98.5K 8,711 +30 +0.3%
SIS
35
Sound Income Strategies
Florida
$73.6K 6,503 +31 +0.5%
WA
36
Whipplewood Advisors
Colorado
$43.2K 3,820 +3,820 New
AF
37
Allworth Financial
California
$16.2K 1,433 – –
GWSG
38
GPS Wealth Strategies Group
Colorado
$14.1K 1,250 – –
SPIA
39
Steward Partners Investment Advisory
New York
$8.48K 750 – –
MCM
40
MAI Capital Management
Ohio
$8.48K 750 +750 New
EWM
41
Evolution Wealth Management
Florida
$7.33K 648 +648 New
GWM
42
Geneos Wealth Management
Colorado
$4.07K 360 -560 -61%
US Bancorp
43
US Bancorp
Minnesota
$3.39K 300 – –
CIA
44
Cape Investment Advisory
Georgia
$2.26K 200 – –
BTI
45
Blue Trust Inc
Georgia
$2.26K 200 – –
SA
46
SFI Advisors
New Jersey
– – -20,267 Closed
ACM
47
Arlington Capital Management
Illinois
– – -13,409 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
– – -1,709 Closed
EC
49
Elequin Capital
New York
– – -1,474 Closed
CA
50
CoreCap Advisors
Michigan
– – – –
1
2