PFD

Flaherty & Crumrine Preferred and Income Fund

52 hedge funds and large institutions have $42.3M invested in Flaherty & Crumrine Preferred and Income Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
LongView Wealth Management
Georgia
$246K
WS
27
Wedbush Securities
California
$222K
DADC
28
D.A. Davidson & Co
Montana
$200K
CSP
29
Cary Street Partners
Virginia
$176K
SWMP
30
Signature Wealth Management Partners
New Jersey
$172K
ORC
31
O'Rourke & Company
Massachusetts
$159K
CF
32
Centaurus Financial
California
$157K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$139K
BlackRock
34
BlackRock
New York
$139K
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$131K
IA
36
IFP Advisors
Florida
$125K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$122K
Comerica Bank
38
Comerica Bank
Texas
$105K
SIS
39
Sound Income Strategies
Florida
$77.5K
NWMP
40
Noble Wealth Management PBC
Colorado
$65K
FFA
41
Farther Finance Advisors
California
$46.9K
WA
42
Whipplewood Advisors
Colorado
$44.9K
PFA
43
Pathway Financial Advisers
Indiana
$32K
AF
44
Allworth Financial
California
$17.2K
GWSG
45
GPS Wealth Strategies Group
Colorado
$15K
SPIA
46
Steward Partners Investment Advisory
New York
$9.02K
Jones Financial Companies
47
Jones Financial Companies
Missouri
$6.13K
GWM
48
Geneos Wealth Management
Colorado
$4.33K
HFS
49
Hantz Financial Services
Michigan
$4K
US Bancorp
50
US Bancorp
Minnesota
$3.61K