Who Owns Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated (PFO)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$5.00000024870002e+145T
% of Float Held
—
QoQ Change in Holders
+11 / -5
Price History
PFO — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Advisors Asset Management, Inc. | Increased | +215K | +$1.1B |
| D.A. DAVIDSON & CO. | New Position | +85K | +$807.0M |
| TrueMark Investments, LLC | New Position | +71K | +$668.0M |
| 1607 Capital Partners, LLC | Increased | +65K | +$550.6M |
| Fiera Capital Corp | Increased | +70K | +$413.6M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Increased | +43K | +$385.1M |
| Sowell Financial Services LLC | New Position | +39K | +$369.0M |
| Catalina Capital Group, LLC | New Position | +19K | +$177.0M |
| West Branch Capital LLC | New Position | +2K | +$22.0M |
| CoreCap Advisors, LLC | New Position | +1K | +$9.0M |
| Noble Wealth Management PBC | New Position | +100K | +$975K |
| Closed-End Fund Advisors, Inc. | New Position | +96K | +$909K |
| WEBSTER BANK, N. A. | New Position | +3K | +$28K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New Position | +1K | +$9K |
| GUGGENHEIM CAPITAL LLC | New Position | +25K | +$0 |
PFO — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CIBC Bancorp USA Inc. | Closed Position | -589K | -$5.7B |
| Private Advisor Group, LLC | Decreased | -1K | -$863.7M |
| NAPA WEALTH MANAGEMENT | Closed Position | -56K | -$546.4M |
| Arax Advisory Partners | Decreased | -2K | -$496.0M |
| LPL Financial LLC | Decreased | -3K | -$423.6M |
| Baird Financial Group, Inc. | Decreased | -332 | -$420.9M |
| NewEdge Advisors, LLC | Decreased | -1K | -$266.9M |
| Cetera Investment Advisers | Decreased | -7K | -$184.7M |
| HighTower Advisors, LLC | Closed Position | -15K | -$146.8M |
| OSAIC HOLDINGS, INC. | Decreased | -3K | -$112.7M |
| Consolidated Portfolio Review Corp | Closed Position | -11K | -$103.4M |
| Basepoint Wealth LLC | Decreased | -10K | -$77.0M |
| Rockefeller Capital Management L.P. | Decreased | -3 | -$32.4M |
| Allworth Financial LP | Closed Position | -3K | -$24.5M |
| Invesco Ltd. | Decreased | -950 | -$22.6M |
Top Institutional Holders(Q4 2025)
PFO Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 44 | $15.3B | +10 |
| Q3 2025 | 34 | $22.5B | -8 |
| Q2 2025 | 42 | $19.0B | -3 |
| Q1 2025 | 45 | $21.1B | +6 |
| Q4 2024 | 39 | $17.1B | +6 |
| Q3 2024 | 33 | $730.3B | -2 |
| Q2 2024 | 35 | $11.0B | +6 |
| Q1 2024 | 29 | $11.0B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold PFO (Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated). The largest holder is CIBC Private Wealth Group LLC with $5.0B in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own PFO?
As of Q4 2025, 50 institutional investors report holding PFO (Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated) in their 13F filings.
Who is the largest institutional holder of PFO?
The largest institutional holder of PFO is CIBC Private Wealth Group LLC with $5.0B in shares.
Is institutional ownership of PFO increasing or decreasing?
This quarter, 11 institutions opened new positions in PFO and 5 closed their positions.