F
Flaherty & Crumrine Preferred and Income Fund
PFD • NYSE
Flaherty & Crumrine Preferred and Income Fund is a publicly traded company on NYSE. As of Q3 2025, 45 institutional investors hold shares in this company, with total holdings valued at $27.6M. Atlantic Trust Group, LLC is the largest holder with a position valued at $5.3M.
Websitepreferredincome.com
Overview
Overview of institutional ownership in PFD as of Q3 2025
All Institutions
- Institutions
- 45
- Value Held
- $27.6M
- Shares Held
- 2.3M
- Avg Position
- $614.0K
- Median Position
- $245.8K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $1.2M
- Shares Held
- 96.9K
- Avg Position
- $582.2K
- Median Position
- $582.2K
Biggest Investors
Institutions with the largest positions in PFD as of Q3 2025
| Institution | Position Value |
|---|---|
A Atlantic Trust Group, LLC Institution | $5.3M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $3.1M 0.00% of portfolio |
 We Are One Seven, LLC RIA/Wealth | $2.0M 0.05% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $2.0M 0.00% of portfolio |
 UBS Group AG Institution | $1.5M 0.00% of portfolio |
 Smith Asset Management Co., LLC RIA/Wealth | $1.2M 1.03% of portfolio |
F Fiera Capital Corp Institution | $1.2M 0.00% of portfolio |
U UMB BANK N A/MO Institution | $1.0M 0.02% of portfolio |
A Advisor Group Holdings, Inc. Institution | $950.7K 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $912.6K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PFD in Q3 2025
- Traded
- +$479.3K
- Buyers
- 21
- Sellers
- 15
- Total Bought
- +$6.0M
- Total Sold
- −$5.6M
- Avg Position
- $552.6K
Biggest Buyers
| Institution | Net Bought |
|---|---|
We Are One Seven, LLC RIA/Wealth | +$2.0M +168.3K shares |
F Fiera Capital Corp Institution | +$1.2M +99.5K shares |
 Calamos Advisors LLC Long Only Manager | +$629.1K +52.3K shares |
 1607 Capital Partners, LLC Hedge Fund•Sector | +$435.1K +36.2K shares |
 Pathstone Holdings, LLC Family Office | +$390.5K +32.5K shares |
Smith Asset Management Co., LLC RIA/Wealth | +$350.1K +30.9K shares |
L LPL Financial LLC Institution | +$307.7K +25.6K shares |
 Change Path, LLC RIA/Wealth | +$189.9K +15.8K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$121.9K +10.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$101.6K +8.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.7M −141.0K shares |
 Deschutes Portfolio Strategy, LLC RIA/Wealth | −$1.5M −134.8K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$626.4K −55.4K shares |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$591.5K −52.3K shares |
 CNH PARTNERS LLC Hedge Fund•Multi-Strategy | −$364.7K −30.3K shares |
C CARY STREET PARTNERS FINANCIAL LLC Institution | −$363.0K −30.2K shares |
 BYRNE FINANCIAL FREEDOM, LLC RIA/Wealth | −$119.9K −10.6K shares |
UBS Group AG Institution | −$111.7K −9.3K shares |
A Advisor Group Holdings, Inc. Institution | −$85.0K −7.4K shares |
L LongView Wealth Management RIA/Wealth | −$28.0K −2.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PFD in Q3 2025
- New Positions
- 7
- New Value
- $3.5M
- Exited Positions
- 5
- Exited Value
- $2.9M
New Positions
| Institution | Position Value |
|---|---|
We Are One Seven, LLC RIA/Wealth | $2.0M 168.3K shares |
Calamos Advisors LLC Long Only Manager | $629.1K 52.3K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | $435.1K 36.2K shares |
Pathstone Holdings, LLC Family Office | $390.5K 32.5K shares |
 Farther Finance Advisors, LLC RIA/Wealth | $46.9K 3.9K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $6.1K 510.0 shares |
C Crews Bank & Trust Institution | $2.4K 200.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Deschutes Portfolio Strategy, LLC RIA/Wealth | $1.5M 134.8K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $626.4K 55.4K shares |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $591.5K 52.3K shares |
BYRNE FINANCIAL FREEDOM, LLC RIA/Wealth | $119.9K 10.6K shares |
 MAI Wealth Advisors RIA/Wealth | $8.5K 750.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PFD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PFD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Smith Asset Management Co., LLC RIA/Wealth | 1.03% $1.2M |
 ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | 0.48% $661.2K |
0.09% $172.5K | |
 Bridgewealth Advisory Group, LLC RIA/Wealth | 0.09% $333.4K |
 Pathway Financial Advisors LLC RIA/Wealth | 0.08% $579.3K |
L LongView Wealth Management RIA/Wealth | 0.07% $245.8K |
O O'ROURKE & COMPANY, Inc RIA/Wealth | 0.07% $159.4K |
We Are One Seven, LLC RIA/Wealth | 0.05% $2.0M |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.03% $435.1K |
W Whipplewood Advisors, LLC RIA/Wealth | 0.03% $44.9K |
Hedge Fund Spotlight
Discover hedge funds investing in PFD
CNH PARTNERS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerHerbert James Willcox
- Portfolio Value
- $2.7B
- Positions
- 258
- Last Reported
- Q3 2025
Sector Allocation
F
Position in Flaherty & Crumrine Preferred and Income Fund
- Market Value
- $729.4K
- Shares Held
- 60.7K
- Portfolio Weight
- 0.03%
- Owned Since
- 2023-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Advertising Agencies Communication Services | $101.4M | 3.77% | |
Diversified Utilities Utilities | $91.1M | 3.39% | |
Gold Basic Materials | $75.9M | 2.82% |
