FLC

Flaherty & Crumrine Total Return Fund

43 hedge funds and large institutions have $52M invested in Flaherty & Crumrine Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
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
WS
26
Wedbush Securities
California
$268K
SMA
27
Seven Mile Advisory
New Jersey
$230K
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$224K
CIA
29
Capital Investment Advisors
Georgia
$181K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$135K
UBS Group
31
UBS Group
Switzerland
$127K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$94.4K
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$57.3K
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$52K
GWM
35
Geneos Wealth Management
Colorado
$18.1K
SA
36
SRH Advisors
Kansas
$17.8K
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$16.6K
SIS
38
Sound Income Strategies
Florida
$13.7K
AAS
39
Ameritas Advisory Services
Nebraska
$8.67K
LC
40
Luminist Capital
Michigan
$7.38K
CWIG
41
Chung Wu Investment Group
Texas
$7.13K
TIM
42
Tortoise Investment Management
New York
$3.14K
SS
43
Sunbelt Securities
Texas
$2.5K
MC
44
Matisse Capital
Oregon
RCM
45
Rivernorth Capital Management
Florida
KA
46
Kovack Advisors
Florida
PFA
47
Pathway Financial Advisers
Indiana
LNWWM
48
Laird Norton Wetherby Wealth Management
California
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
NA
50
NewEdge Advisors
Louisiana