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Herzfeld Credit Income Fund, Inc

HERZ
Exchange
Nasdaq
SEC CIK
0000880406

No open-market purchases or sales by Herzfeld Credit Income Fund, Inc insiders were filed in the last 90 days; 13 institutions reported holding it in 13F filings for Q2 2026, worth $20.8M in total; no superinvestor holds it.

Q1 2025 vs. Q4 2024

How the institutions holding Herzfeld Credit Income Fund, Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of HERZ: Q4 2024 compared with Q1 2025
MeasureQ4 2024Q1 2025Change
Holders2617−9
Shares5.93M8.53M+2.60M (+43.9%)
Value$13.9M$22.8M+$8.92M (+64.3%)

New holders (4)

Institutions that held Herzfeld Credit Income Fund, Inc at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to HERZ in Q1 2025
InstitutionSharesValue% of portfolio
Envestnet Asset Management Inc1,350,097$3.60M0.00%
XTX Topco Ltd15,982$42.0K0.00%
Jane Street Group, LLC11,043$29.5K0.00%
Wells Fargo & Company1$20.00%

Sold out (13)

Institutions that held Herzfeld Credit Income Fund, Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of HERZ in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Matisse Capital987,174$2.31M
Absolute Investment Advisers LLC546,984$1.28M
Bulldog Investors, LLP277,149$649.1K
Logan Stone Capital, LLC124,191$290.0K
Quarry LP117,345$274.0K
Twin Focus Capital Partners, LLC59,527$139.0K
Yakira Capital Management, Inc.41,949$98.0K
Arete Wealth Advisors, LLC23,094$54.0K
Landscape Capital Management, L.L.C.20,290$47.4K
International Assets Investment Management, LLC13,996$32.9K
Wolverine Asset Management LLC1,109$2.59K
CWM, LLC864$2.00K
Hantz Financial Services, Inc.1$0