FLC

Flaherty & Crumrine Total Return Fund
FLC

Overview Fund Activity

47 hedge funds and large institutions have $43.8M invested in Flaherty & Crumrine Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.4M
2
AAM
2
Advisors Asset Management
Colorado
$3.12M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.32M
4
CI
4
Ceera Investments
Texas
$394K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$703K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.73M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$1.88M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
AA
4
AQR Arbitrage
Connecticut
$1.29M
5
MAG
5
MRA Advisory Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$214K – – –
MCFP
27
Mallini Complete Financial Planning
Florida
$207K +$10.2K +888 +5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$199K +$199K +11,701 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$196K -$27.5K -1,625 -12%
LNWWM
30
Laird Norton Wetherby Wealth Management
California
$195K +$195K +11,464 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$189K +$189K +11,141 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$180K +$180K +10,600 New
NA
33
NewEdge Advisors
Louisiana
$174K -$1.55K -91 -0.9%
WS
34
Wedbush Securities
California
$170K – – –
UBS Group
35
UBS Group
Switzerland
$145K +$12.3K +722 +9%
WAM
36
Wolverine Asset Management
Illinois
$71.3K +$46.3K +2,724 +185%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$58K +$102 +6 +0.2%
GWM
38
Geneos Wealth Management
Colorado
$17.3K -$17.3K -1,015 -50%
SA
39
SRH Advisors
Kansas
$17K – – –
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$15.8K +$13.7K +804 +628%
SIS
41
Sound Income Strategies
Florida
$13K – – –
TCM
42
Traub Capital Management
Massachusetts
$11.6K +$11.6K +683 New
AAS
43
Ameritas Advisory Services
Nebraska
$8.19K +$8.19K +482 New
LC
44
Luminist Capital
Michigan
$7.01K -$203 -12 -3%
CWIG
45
Chung Wu Investment Group
Texas
$6.8K +$6.8K +400 New
TIM
46
Tortoise Investment Management
New York
$2.95K +$51 +3 +2%
SS
47
Sunbelt Securities
Texas
$2.34K – – –
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
– -$206K -12,272 Closed
MAG
49
MRA Advisory Group
New Jersey
– -$174K -10,391 Closed
MIA
50
MeadowBrook Investment Advisors
Michigan
– -$45.6K -2,720 Closed
1
2
3