FLC

Flaherty & Crumrine Total Return Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$9M -$387K -23,068 -4%
Bank of America
2
Bank of America
North Carolina
$5.05M -$183K -10,921 -4%
SFS
3
Sowell Financial Services
Arkansas
$3.5M +$101 +6 +0%
NWMP
4
Noble Wealth Management PBC
Colorado
$2.71M +$226K +13,478 +9%
Invesco
5
Invesco
Georgia
$2.39M -$27K -1,608 -1%
SAM
6
Smith Asset Management
Florida
$2.34M -$14.4K -858 -0.6%
LPL Financial
7
LPL Financial
California
$2.2M -$671 -40 -0%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$2.19M +$154K +9,019 +8%
AAM
9
Advisors Asset Management
Colorado
$1.7M +$1.7M +101,093 New
AA
10
AQR Arbitrage
Connecticut
$1.46M -$273K -16,250 -16%
Morgan Stanley
11
Morgan Stanley
New York
$1.43M -$58.6K -3,490 -4%
MC
12
Matisse Capital
Oregon
$1.28M -$319K -18,996 -20%
RCM
13
Rivernorth Capital Management
Florida
$885K +$40.4K +2,410 +5%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$868K -$20.7K -1,236 -2%
SA
15
Strategic Advocates
Utah
$835K +$835K +49,778 New
GC
16
Guggenheim Capital
Illinois
$725K +$178K +10,593 +32%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$562K +$283K +16,866 +101%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$379K +$379K +22,586 New
SFG
19
Seamount Financial Group
Colorado
$349K
Baird Financial Group
20
Baird Financial Group
Wisconsin
$337K +$337K +20,108 New
Raymond James Financial
21
Raymond James Financial
Florida
$324K -$10.4K -621 -3%
MCFP
22
Mallini Complete Financial Planning
Florida
$288K -$14.7K -876 -5%
PFA
23
Pathway Financial Advisers
Indiana
$284K -$84.1K -5,012 -23%
HighTower Advisors
24
HighTower Advisors
Illinois
$282K -$43.7K -2,607 -13%
Osaic Holdings
25
Osaic Holdings
Arizona
$278K +$8.91K +531 +3%