PFD

Flaherty & Crumrine Preferred and Income Fund

47 hedge funds and large institutions have $33.8M invested in Flaherty & Crumrine Preferred and Income Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
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
DADC
26
D.A. Davidson & Co
Montana
$188K
SWMP
27
Signature Wealth Management Partners
New Jersey
$162K
CF
28
Centaurus Financial
California
$148K
ORC
29
O'Rourke & Company
Massachusetts
$141K
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$138K
BlackRock
31
BlackRock
New York
$130K
IA
32
IFP Advisors
Florida
$128K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$123K
BFF
34
Byrne Financial Freedom
Massachusetts
$120K
CW
35
CreativeOne Wealth
Kansas
$115K
Comerica Bank
36
Comerica Bank
Texas
$98.5K
SIS
37
Sound Income Strategies
Florida
$73.6K
WA
38
Whipplewood Advisors
Colorado
$43.2K
AF
39
Allworth Financial
California
$16.2K
GWSG
40
GPS Wealth Strategies Group
Colorado
$14.1K
SPIA
41
Steward Partners Investment Advisory
New York
$8.48K
MCM
42
MAI Capital Management
Ohio
$8.48K
EWM
43
Evolution Wealth Management
Florida
$7.33K
GWM
44
Geneos Wealth Management
Colorado
$4.07K
US Bancorp
45
US Bancorp
Minnesota
$3.39K
BTI
46
Blue Trust Inc
Georgia
$2.26K
CIA
47
Cape Investment Advisory
Georgia
$2.26K
SA
48
SFI Advisors
New Jersey
ACM
49
Arlington Capital Management
Illinois
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania