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FLC

Flaherty & Crumrine Total Return Fund
FLC

46 hedge funds and large institutions have $43.4M invested in Flaherty & Crumrine Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

7% more funds holding

Funds holding: 43 → 46 (+3)

0.39% more ownership

Funds ownership: 24.34% → 24.73% (+0.39%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

83% less capital invested

Capital invested by funds: $252M → $43.4M (-$209M)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
12
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.71M
2
SA
Strategic Advocates
Utah
+$843K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$382K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$340K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$285K

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$1.39M
2
SIA
Sit Investment Associates
Minnesota
-$390K
3
MC
Matisse Capital
Oregon
-$322K
4
UBS Group
UBS Group
Switzerland
-$281K
5
AA
AQR Arbitrage
Connecticut
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$274K +$6.57K +388 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$221K -$38.8K -2,294 -15%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$211K – – –
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$206K – – –
MAG
30
MRA Advisory Group
New Jersey
$174K +$592 +35 +0.3%
NA
31
NewEdge Advisors
Louisiana
$173K -$8.31K -491 -5%
WS
32
Wedbush Securities
California
$168K – – –
UBS Group
33
UBS Group
Switzerland
$131K -$281K -16,579 -68%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$57K -$1.29K -76 -2%
MIA
35
MeadowBrook Investment Advisors
Michigan
$45.6K – – –
GWM
36
Geneos Wealth Management
Colorado
$34.1K +$11.6K +687 +51%
WAM
37
Wolverine Asset Management
Illinois
$24.6K +$24.9K +1,469 New
SA
38
SRH Advisors
Kansas
$16.8K – – –
HI
39
Harbour Investments
Wisconsin
$16.8K +$16.9K +1,000 New
SIS
40
Sound Income Strategies
Florida
$12.9K +$4.43K +262 +52%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$11.7K – – –
NSG
42
Nalls Sherbakoff Group
Tennessee
$8.31K +$8.38K +495 New
LC
43
Luminist Capital
Michigan
$7.15K – – –
TIM
44
Tortoise Investment Management
New York
$2.86K +$34 +2 +1%
SS
45
Sunbelt Securities
Texas
$2.35K – – –
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$2.15K -$2.76K -163 -56%
IAA
47
Independent Advisor Alliance
North Carolina
– -$1.39M -83,202 Closed
CIA
48
Capital Investment Advisors
Georgia
– -$178K -10,680 Closed
CCG
49
Catalina Capital Group
California
– -$170K -10,177 Closed
Bessemer Group
50
Bessemer Group
New Jersey
– -$6K -351 Closed
1
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FLC Hedge Fund Activity: Q1 2025 in Review

46 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Total Return Fund (FLC) for Q1 2025, worth a combined $43.4M — down 83% from $252M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLC positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 18 trimmed.

The largest buyer was Advisors Asset Management, opening a new position worth an estimated $1.71M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.39M sold.

  • 46 institutional investors held Flaherty & Crumrine Total Return Fund (FLC) as of Q1 2025, up from 43 in Q4 2024.
  • Funds reported $43.4M of Flaherty & Crumrine Total Return Fund stock for Q1 2025, down 83% quarter-over-quarter.
  • 7 funds opened new Flaherty & Crumrine Total Return Fund positions in Q1 2025 and 4 closed out, a net change of +3 holders.
  • The largest Flaherty & Crumrine Total Return Fund buyer in Q1 2025 was Advisors Asset Management, an estimated $1.71M added.
  • The largest Flaherty & Crumrine Total Return Fund seller in Q1 2025 was Independent Advisor Alliance, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2025.