FLC

Flaherty & Crumrine Total Return Fund
FLC

Overview Fund Activity

45 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 6 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
12
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$1.7M
2
SA
Strategic Advocates
Utah
+$835K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$379K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$337K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$283K

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$1.39M
2
SIA
Sit Investment Associates
Minnesota
-$387K
3
MC
Matisse Capital
Oregon
-$319K
4
UBS Group
UBS Group
Switzerland
-$278K
5
AA
AQR Arbitrage
Connecticut
-$273K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$274K +$6.51K +388 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$221K -$38.4K -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 +$587 +35 +0.3%
NA
31
NewEdge Advisors
Louisiana
$173K -$8.24K -491 -5%
WS
32
Wedbush Securities
California
$168K – – –
UBS Group
33
UBS Group
Switzerland
$131K -$278K -16,579 -68%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$57K -$1.27K -76 -2%
MIA
35
MeadowBrook Investment Advisors
Michigan
$45.6K – – –
GWM
36
Geneos Wealth Management
Colorado
$34.1K +$11.5K +687 +51%
WAM
37
Wolverine Asset Management
Illinois
$24.6K +$24.6K +1,469 New
SA
38
SRH Advisors
Kansas
$16.8K – – –
HI
39
Harbour Investments
Wisconsin
$16.8K +$16.8K +1,000 New
SIS
40
Sound Income Strategies
Florida
$12.9K +$4.4K +262 +52%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$11.7K – – –
LC
42
Luminist Capital
Michigan
$7.15K – – –
TIM
43
Tortoise Investment Management
New York
$2.86K +$34 +2 +1%
SS
44
Sunbelt Securities
Texas
$2.35K – – –
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$2.15K -$2.74K -163 -56%
IAA
46
Independent Advisor Alliance
North Carolina
– -$1.39M -83,202 Closed
CIA
47
Capital Investment Advisors
Georgia
– -$178K -10,680 Closed
CCG
48
Catalina Capital Group
California
– -$170K -10,177 Closed
Bessemer Group
49
Bessemer Group
New Jersey
– -$6K -351 Closed
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