F
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO • NYSE
Flaherty & Crumrine Preferred and Income Opportunity Fund is a publicly traded company on NYSE. As of Q3 2025, 39 institutional investors hold shares in this company, with total holdings valued at $24.4M. Atlantic Trust Group, LLC is the largest holder with a position valued at $5.7M.
Websitepreferredincome.com
Overview
Overview of institutional ownership in PFO as of Q3 2025
All Institutions
- Institutions
- 39
- Value Held
- $24.4M
- Shares Held
- 2.5M
- Avg Position
- $624.4K
- Median Position
- $266.9K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.6M
- Shares Held
- 267.3K
- Avg Position
- $1.3M
- Median Position
- $1.3M
Biggest Investors
Institutions with the largest positions in PFO as of Q3 2025
| Institution | Position Value |
|---|---|
A Atlantic Trust Group, LLC Institution | $5.7M 0.01% of portfolio |
 Pathstone Holdings, LLC Family Office | $3.1M 0.01% of portfolio |
 1607 Capital Partners, LLC Hedge Fund•Sector | $1.9M 0.15% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $1.9M 0.01% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.4M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.1M 0.00% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $918.9K 0.02% of portfolio |
D DAVIDSON D A & CO Institution | $858.2K 0.01% of portfolio |
T TrueMark Investments, LLC Institution | $669.9K 0.12% of portfolio |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $669.9K 0.04% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PFO in Q3 2025
- Traded
- +$3.0M
- Buyers
- 19
- Sellers
- 18
- Total Bought
- +$8.2M
- Total Sold
- −$5.2M
- Avg Position
- $507.3K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Pathstone Holdings, LLC Family Office | +$3.1M +315.2K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | +$1.9M +198.6K shares |
Advisors Asset Management, Inc. ETF Provider | +$918.9K +94.2K shares |
T TrueMark Investments, LLC Institution | +$669.9K +68.7K shares |
F Fiera Capital Corp Institution | +$586.4K +60.1K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | +$496.0K +50.9K shares |
 CLIFFORD SWAN INVESTMENT COUNSEL LLC RIA/Wealth | +$141.4K +14.5K shares |
D DAVIDSON D A & CO Institution | +$105.2K +10.8K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$79.8K +8.2K shares |
 Cetera Investment Advisers RIA/Wealth | +$47.4K +4.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$1.7M −179.0K shares |
 Deschutes Portfolio Strategy, LLC RIA/Wealth | −$1.6M −170.8K shares |
E Ewing Morris & Co. Investment Partners Ltd. Institution | −$700.1K −75.7K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$364.7K −39.4K shares |
 Smith Asset Management Co., LLC RIA/Wealth | −$297.8K −32.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$98.6K −10.7K shares |
 BYRNE FINANCIAL FREEDOM, LLC RIA/Wealth | −$94.4K −10.2K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$49.1K −5.3K shares |
 Goss Wealth Management LLC RIA/Wealth | −$36.2K −3.7K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$32.4K −3.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PFO in Q3 2025
- New Positions
- 6
- New Value
- $7.7M
- Exited Positions
- 9
- Exited Value
- $3.2M
New Positions
| Institution | Position Value |
|---|---|
Pathstone Holdings, LLC Family Office | $3.1M 315.2K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | $1.9M 198.6K shares |
Advisors Asset Management, Inc. ETF Provider | $918.9K 94.2K shares |
T TrueMark Investments, LLC Institution | $669.9K 68.7K shares |
F Fiera Capital Corp Institution | $586.4K 60.1K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $496.0K 50.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Deschutes Portfolio Strategy, LLC RIA/Wealth | $1.6M 170.8K shares |
E Ewing Morris & Co. Investment Partners Ltd. Institution | $700.1K 75.7K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $364.7K 39.4K shares |
Smith Asset Management Co., LLC RIA/Wealth | $297.8K 32.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $98.6K 10.7K shares |
BYRNE FINANCIAL FREEDOM, LLC RIA/Wealth | $94.4K 10.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $49.1K 5.3K shares |
S S.A. Mason LLC RIA/Wealth | $32.4K 3.5K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $32.4K 3.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in PFO 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 PFO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 NAPA WEALTH MANAGEMENT RIA/Wealth | 0.29% $546.4K |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.15% $1.9M |
 Basepoint Wealth LLC RIA/Wealth | 0.12% $171.8K |
T TrueMark Investments, LLC Institution | 0.12% $669.9K |
 Catalina Capital Group, LLC RIA/Wealth | 0.11% $183.5K |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.04% $669.9K |
Advisors Asset Management, Inc. ETF Provider | 0.02% $918.9K |
 Sowell Financial Services LLC RIA/Wealth | 0.01% $381.0K |
 JAG CAPITAL MANAGEMENT, LLC Long Only Manager | 0.01% $123.8K |
 MOSAIC FAMILY WEALTH PARTNERS, LLC RIA/Wealth | 0.01% $114.9K |
Hedge Fund Spotlight
Discover hedge funds investing in PFO
RIVERNORTH CAPITAL MANAGEMENT, LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerPatrick William Galley
- Portfolio Value
- $1.7B
- Positions
- 297
- Last Reported
- Q3 2025
Sector Allocation
F
Position in Flaherty & Crumrine Preferred and Income Opportunity Fund
- Market Value
- $669.9K
- Shares Held
- 68.7K
- Portfolio Weight
- 0.04%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $48.7M | 2.95% | |
Unknown Unknown | $48.3M | 2.92% | |
Unknown Unknown | $42.3M | 2.56% |
