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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

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $33.8M → $42.3M (+$8.48M)

11% more funds holding

Funds holding: 4752 (+5)

4.19% more ownership

Funds ownership: 23.27%27.47% (+4.2%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change

PFD Hedge Fund Activity: Q3 2025 in Review

52 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Fund (PFD) for Q3 2025, worth a combined $42.3M — up 25% from $33.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PFD positions and 7 closed out — a net gain of 5 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.97M. The largest seller was Raymond James Financial, cutting an estimated $1.63M.

  • 52 institutional investors held Flaherty & Crumrine Preferred and Income Fund (PFD) as of Q3 2025, up from 47 in Q2 2025.
  • Funds reported $42.3M of Flaherty & Crumrine Preferred and Income Fund stock for Q3 2025, up 25% quarter-over-quarter.
  • 12 funds opened new Flaherty & Crumrine Preferred and Income Fund positions in Q3 2025 and 7 closed out, a net change of +5 holders.
  • The largest Flaherty & Crumrine Preferred and Income Fund buyer in Q3 2025 was Sit Investment Associates, an estimated $5.97M added.
  • The largest Flaherty & Crumrine Preferred and Income Fund seller in Q3 2025 was Raymond James Financial, an estimated $1.63M sold.

Based on aggregated 13F filings for Q3 2025.