FLC

Flaherty & Crumrine Total Return Fund

44 hedge funds and large institutions have $59.1M invested in Flaherty & Crumrine Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$293K
WS
27
Wedbush Securities
California
$262K
SMA
28
Seven Mile Advisory
New Jersey
$230K
KA
29
Kovack Advisors
Florida
$227K
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$220K
HighTower Advisors
31
HighTower Advisors
Illinois
$215K
UBS Group
32
UBS Group
Switzerland
$155K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$134K
GRP
34
Global Retirement Partners
California
$57.1K
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$50.2K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$49K
GWM
37
Geneos Wealth Management
Colorado
$17.8K
SA
38
SRH Advisors
Kansas
$17.5K
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$16.3K
NSG
40
Nalls Sherbakoff Group
Tennessee
$8.66K
LC
41
Luminist Capital
Michigan
$7.25K
CWIG
42
Chung Wu Investment Group
Texas
$7K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$5.41K
SS
44
Sunbelt Securities
Texas
$2.45K
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
CIA
46
Capital Investment Advisors
Georgia
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
SIS
48
Sound Income Strategies
Florida
AAS
49
Ameritas Advisory Services
Nebraska
TIM
50
Tortoise Investment Management
New York