Who Owns FLAHERTY & CRUMRINE DYNAMIC PREFERRED AND INCOME FUND INCORPORATED (DFP)?Hedge Fund & Institutional Holders

$20.81+0.01 (+0.05%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.200000060000005e+280T

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$18.54$19.41$20.27$21.13$22.00Aug 24Jun 25Mar 26

DFP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+158K+$3.3B
Focus Partners WealthNew Position+149K+$3.0B
Smith Asset Management Co., LLCNew Position+97K+$2.0B
Whipplewood Advisors, LLCNew Position+95K+$2.0B
Shaker Financial Services, LLCNew Position+57K+$1.2B
1776 Wealth LLCNew Position+52K+$1.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+49K+$1.0B
SEAMOUNT FINANCIAL GROUP INCNew Position+47K+$978.0M
Samalin Investment Counsel, LLCNew Position+43K+$890.0M
Fiera Capital CorpIncreased+48K+$832.9M
Capital Investment Advisors, LLCNew Position+26K+$534.0M
1607 Capital Partners, LLCIncreased+28K+$503.6M
Catalina Capital Group, LLCNew Position+14K+$290.0M
Farther Finance Advisors, LLCIncreased+11K+$227.8M
J.W. COLE ADVISORS, INC.New Position+10K+$213.0M

DFP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-26K-$4.8B
RAYMOND JAMES FINANCIAL INCDecreased-63K-$3.7B
Kovitz Investment Group Partners, LLCClosed Position-154K-$3.3B
GUGGENHEIM CAPITAL LLCDecreased-56K-$1.7B
WELLS FARGO & COMPANY/MNDecreased-26K-$1.6B
AMERIPRISE FINANCIAL INCDecreased-6K-$1.0B
AlphaCore Capital LLCDecreased-2K-$854.9M
NewEdge Advisors, LLCDecreased-1K-$751.2M
Invesco Ltd.Decreased-16K-$606.7M
Cetera Investment AdvisersDecreased-2K-$499.5M
HighTower Advisors, LLCDecreased-11K-$464.3M
Baird Financial Group, Inc.Decreased-154-$424.6M
Walleye Capital LLCClosed Position-12K-$269.1M
STANCE CAPITAL LLCClosed Position-8K-$181.9M
Strategic Advocates LLCDecreased-4K-$94.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC1,079,595$22.0B0.01%Share
2GUGGENHEIM CAPITAL LLC301,249$6.0B0.04%Share
3Invesco Ltd.250,366$5.2B0.00%Share
4WELLS FARGO & COMPANY/MN245,117$5.0B0.00%Share
5Hennion & Walsh Asset Management, Inc.158,315$3.3B0.11%Share
6Focus Partners Wealth148,586$3.0B0.00%Share
71607 Capital Partners, LLC107,017$2.2B0.15%Share
8Smith Asset Management Co., LLC96,884$2.0B1.66%Share
9RAYMOND JAMES FINANCIAL INC138,509$2.0B0.00%Share
10Fiera Capital Corp101,601$2.0B0.01%Share
11Whipplewood Advisors, LLC94,845$2.0B1.27%Share
12Revisor Wealth Management LLC62,076$1.3B0.36%Share
13Invesco Ltd.58,556$1.2B0.00%Share
14Shaker Financial Services, LLC57,012$1.2B0.38%Share
151776 Wealth LLC52,132$1.1B0.41%Share
16COMMONWEALTH EQUITY SERVICES, LLC48,567$1.0B0.00%Share
17AMERIPRISE FINANCIAL INC87,695$1.0B0.00%Share
18OSAIC HOLDINGS, INC.48,329$1.0B0.00%Share
19SEAMOUNT FINANCIAL GROUP INC47,080$978.0M0.44%Share
20Samalin Investment Counsel, LLC42,833$890.0M0.32%Share
21Capital Investment Advisors, LLC25,690$534.0M0.01%Share
22Strategic Advocates LLC21,928$457.0M0.12%Share
23Palogic Value Management, L.P.20,500$426.0M0.18%Share
24Farther Finance Advisors, LLC17,845$370.0M0.00%Share
25Catalina Capital Group, LLC13,985$290.0M0.18%Share
26WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC10,950$227.0M0.07%Share
27MGB Wealth Management, LLC10,846$225.0M0.06%Share
28CARY STREET PARTNERS FINANCIAL LLC10,246$213.0M0.01%Share
29J.W. COLE ADVISORS, INC.10,270$213.0M0.01%Share
30INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC6,763$140.0M0.01%Share
31UBS Group AG5,800$120.0M0.00%Share
32Triumph Capital Management4,450$92.0M0.02%Share
33AdvisorNet Financial, Inc4,250$88.0M0.00%Share
34Golden State Wealth Management, LLC4,208$87.0M0.01%Share
35UBS Group AG4,095$85.0M0.00%Share
36North Star Investment Management Corp.2,300$47.0M0.00%Share
37Westside Investment Management, Inc.1,667$34.0M0.01%Share
38MCF Advisors LLC1,229$25.0M0.00%Share
39Camelot Portfolios, LLC1,000$20.0M0.01%Share
40Geneos Wealth Management Inc.855$17.0M0.00%Share
41WOLVERINE ASSET MANAGEMENT LLC812$16.0M0.00%Share
42COHEN & STEERS, INC.461,489$9.6M0.02%Share
43SIT INVESTMENT ASSOCIATES INC445,325$9.0M0.18%Share
44CoreCap Advisors, LLC350$7.0M0.00%Share
45Sound Income Strategies, LLC236$4.0M0.00%Share
46LPL Financial LLC196,022$4.0M0.00%Share
47HIGHLINE WEALTH PARTNERS LLC100$2.0M0.00%Share
48MORGAN STANLEY127,717$2.0M0.00%Share
49Cambridge Investment Research Advisors, Inc.94,061$1.0M0.00%Share
50Closed-End Fund Advisors, Inc.45,013$935K0.55%Share

DFP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202585$68.2B+26
Q3 202559$74.0B-8
Q2 202567$69.3B-7
Q1 202574$78.8B+7
Q4 202467$1.5T+22
Q3 202445$8.5T+0
Q2 202445$3.2T+4
Q1 202441$3.3T—

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As of Q4 2025, 50 institutional investors hold DFP (FLAHERTY & CRUMRINE DYNAMIC PREFERRED AND INCOME FUND INCORPORATED). The largest holder is RAYMOND JAMES FINANCIAL INC with $22.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own DFP?

As of Q4 2025, 50 institutional investors report holding DFP (FLAHERTY & CRUMRINE DYNAMIC PREFERRED AND INCOME FUND INCORPORATED) in their 13F filings.

Who is the largest institutional holder of DFP?

The largest institutional holder of DFP is RAYMOND JAMES FINANCIAL INC with $22.0B in shares.

Is institutional ownership of DFP increasing or decreasing?

This quarter, 12 institutions opened new positions in DFP and 3 closed their positions.