FLC

Flaherty & Crumrine Total Return Fund

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.

New
Increased
Maintained
Reduced
Closed
Holders
47
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
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$214K
MCFP
27
Mallini Complete Financial Planning
Florida
$207K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$199K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$196K
LNWWM
30
Laird Norton Wetherby Wealth Management
California
$195K
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$189K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$180K
NA
33
NewEdge Advisors
Louisiana
$174K
WS
34
Wedbush Securities
California
$170K
UBS Group
35
UBS Group
Switzerland
$145K
WAM
36
Wolverine Asset Management
Illinois
$71.3K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$58K
GWM
38
Geneos Wealth Management
Colorado
$17.3K
SA
39
SRH Advisors
Kansas
$17K
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$15.8K
SIS
41
Sound Income Strategies
Florida
$13K
TCM
42
Traub Capital Management
Massachusetts
$11.6K
AAS
43
Ameritas Advisory Services
Nebraska
$8.19K
LC
44
Luminist Capital
Michigan
$7.01K
CWIG
45
Chung Wu Investment Group
Texas
$6.8K
TIM
46
Tortoise Investment Management
New York
$2.95K
SS
47
Sunbelt Securities
Texas
$2.34K
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
MAG
49
MRA Advisory Group
New Jersey
MIA
50
MeadowBrook Investment Advisors
Michigan