PFD

Flaherty & Crumrine Preferred and Income Fund

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
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
SWMP
26
Signature Wealth Management Partners
New Jersey
$162K
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
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$123K
BFF
33
Byrne Financial Freedom
Massachusetts
$120K
CW
34
CreativeOne Wealth
Kansas
$115K
Comerica Bank
35
Comerica Bank
Texas
$98.5K
SIS
36
Sound Income Strategies
Florida
$73.6K
WA
37
Whipplewood Advisors
Colorado
$43.2K
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
EWM
42
Evolution Wealth Management
Florida
$7.33K
GWM
43
Geneos Wealth Management
Colorado
$4.07K
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
ACM
48
Arlington Capital Management
Illinois
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
Fidelity Investments
50
Fidelity Investments
Massachusetts