Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
47 hedge funds and large institutions have $28.6M invested in Flaherty & Crumrine Preferred and Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 7 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 46 → 47 (+1)
1% more capital invested
Capital invested by funds: $28.2M → $28.6M (+$379K)
0.15% more ownership
Funds ownership: 23.46% → 23.61% (+0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$546K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$352K |
| 3 |
SAM
Smith Asset Management
Chiefland,
Florida
|
+$287K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$122K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$363K |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$237K |
| 3 |
Morgan Stanley
New York
|
-$218K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$133K |
| 5 |
CSIC
Clifford Swan Investment Counsel
Pasadena,
California
|
-$129K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCA
51
Resonant Capital Advisors
Madison,
Wisconsin
| – | -$92.2K | -10,000 | Closed |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$78.2K | -8,480 | Closed |
|
|
RF
53
Rossby Financial
Melbourne,
Florida
| – | -$27.5K | -3,129 | Closed |
|
|
GWS
54
Greykasell Wealth Strategies
Danville,
California
| – | -$13.3K | -1,439 | Closed |
|
PFO Hedge Fund Activity: Q2 2025 in Review
47 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) for Q2 2025, worth a combined $28.6M — up 1.3% from $28.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PFO positions and 7 closed out — a net gain of 2 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $546K. The largest seller was Consolidated Portfolio Review Corp, cutting an estimated $363K.
- 47 institutional investors held Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) as of Q2 2025, up from 46 in Q1 2025.
- Funds reported $28.6M of Flaherty & Crumrine Preferred and Income Opportunity Fund stock for Q2 2025, up 1.3% quarter-over-quarter.
- 9 funds opened new Flaherty & Crumrine Preferred and Income Opportunity Fund positions in Q2 2025 and 7 closed out, a net change of +2 holders.
- The largest Flaherty & Crumrine Preferred and Income Opportunity Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $546K added.
- The largest Flaherty & Crumrine Preferred and Income Opportunity Fund seller in Q2 2025 was Consolidated Portfolio Review Corp, an estimated $363K sold.
Based on aggregated 13F filings for Q2 2025.