PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

46 hedge funds and large institutions have $32.9M 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 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
10
Closed
5
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 Holding Trade Value Shares
Change 		Shares
Change %
SWMP
26
Signature Wealth Management Partners
New Jersey
$162K +$162K +14,351 New
CF
27
Centaurus Financial
California
$148K – – –
ORC
28
O'Rourke & Company
Massachusetts
$141K – – –
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$138K – – –
BlackRock
30
BlackRock
New York
$130K – – –
IA
31
IFP Advisors
Florida
$128K -$24.2K -2,139 -16%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$123K +$351 +31 +0.3%
BFF
33
Byrne Financial Freedom
Massachusetts
$120K – – –
CW
34
CreativeOne Wealth
Kansas
$115K +$115K +10,200 New
Comerica Bank
35
Comerica Bank
Texas
$98.5K +$339 +30 +0.3%
SIS
36
Sound Income Strategies
Florida
$73.6K +$351 +31 +0.5%
WA
37
Whipplewood Advisors
Colorado
$43.2K +$43.2K +3,820 New
AF
38
Allworth Financial
California
$16.2K – – –
GWSG
39
GPS Wealth Strategies Group
Colorado
$14.1K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$8.48K – – –
MCM
41
MAI Capital Management
Ohio
$8.48K +$8.48K +750 New
EWM
42
Evolution Wealth Management
Florida
$7.33K +$7.33K +648 New
GWM
43
Geneos Wealth Management
Colorado
$4.07K -$6.33K -560 -61%
US Bancorp
44
US Bancorp
Minnesota
$3.39K – – –
BTI
45
Blue Trust Inc
Georgia
$2.26K – – –
CIA
46
Cape Investment Advisory
Georgia
$2.26K – – –
SA
47
SFI Advisors
New Jersey
– -$227K -20,267 Closed
ACM
48
Arlington Capital Management
Illinois
– -$150K -13,409 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$141K -12,539 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– -$19.2K -1,709 Closed
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2
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