FLC

Flaherty & Crumrine Total Return Fund
FLC

Overview Fund Activity

47 hedge funds and large institutions have $43.8M invested in Flaherty & Crumrine Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$11.4M
2
AAM
Advisors Asset Management
Colorado
$3.12M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$1.32M
4
CI
Ceera Investments
Texas
$394K
5
Baird Financial Group
Baird Financial Group
Wisconsin
$703K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.73M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.88M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
4
AA
AQR Arbitrage
Connecticut
$1.29M
5
MAG
MRA Advisory Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
– -$16.8K -1,000 Closed
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
– -$11.7K -700 Closed
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