FLC

Flaherty & Crumrine Total Return Fund

45 hedge funds and large institutions have $55.8M invested in Flaherty & Crumrine Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$274K
WS
27
Wedbush Securities
California
$268K
SMA
28
Seven Mile Advisory
New Jersey
$230K
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$224K
CIA
30
Capital Investment Advisors
Georgia
$181K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$135K
UBS Group
32
UBS Group
Switzerland
$127K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$94.4K
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$57.3K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$52K
GWM
36
Geneos Wealth Management
Colorado
$18.1K
SA
37
SRH Advisors
Kansas
$17.8K
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$16.6K
SIS
39
Sound Income Strategies
Florida
$13.7K
NSG
40
Nalls Sherbakoff Group
Tennessee
$8.82K
AAS
41
Ameritas Advisory Services
Nebraska
$8.67K
LC
42
Luminist Capital
Michigan
$7.38K
CWIG
43
Chung Wu Investment Group
Texas
$7.13K
TIM
44
Tortoise Investment Management
New York
$3.14K
SS
45
Sunbelt Securities
Texas
$2.5K
MC
46
Matisse Capital
Oregon
RCM
47
Rivernorth Capital Management
Florida
KA
48
Kovack Advisors
Florida
PFA
49
Pathway Financial Advisers
Indiana
LNWWM
50
Laird Norton Wetherby Wealth Management
California