FLC

Flaherty & Crumrine Total Return Fund

48 hedge funds and large institutions have $46.1M invested in Flaherty & Crumrine Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
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
PFA
26
Pathway Financial Advisers
Indiana
$285K
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$214K
MCFP
28
Mallini Complete Financial Planning
Florida
$207K
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$199K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$196K
LNWWM
31
Laird Norton Wetherby Wealth Management
California
$195K
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$189K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$180K
NA
34
NewEdge Advisors
Louisiana
$174K
WS
35
Wedbush Securities
California
$170K
UBS Group
36
UBS Group
Switzerland
$145K
WAM
37
Wolverine Asset Management
Illinois
$71.3K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$58K
GWM
39
Geneos Wealth Management
Colorado
$17.3K
SA
40
SRH Advisors
Kansas
$17K
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$15.8K
SIS
42
Sound Income Strategies
Florida
$13K
TCM
43
Traub Capital Management
Massachusetts
$11.6K
AAS
44
Ameritas Advisory Services
Nebraska
$8.19K
LC
45
Luminist Capital
Michigan
$7.01K
CWIG
46
Chung Wu Investment Group
Texas
$6.8K
TIM
47
Tortoise Investment Management
New York
$2.95K
SS
48
Sunbelt Securities
Texas
$2.34K
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
MAG
50
MRA Advisory Group
New Jersey