Flaherty & Crumrine Total Return Fund
FLC
46 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 7 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
7% more funds holding
Funds holding: 43 → 46 (+3)
2% more capital invested
Capital invested by funds: $42.5M → $43.4M (+$923K)
0.39% more ownership
Funds ownership: 24.34% → 24.73% (+0.39%)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.73M |
| 2 |
SA
Strategic Advocates
Logan,
Utah
|
+$843K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$382K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$340K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.39M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$390K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
-$322K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$281K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$275K |
FLC Hedge Fund Activity: Q1 2025 in Review
46 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Total Return Fund (FLC) for Q1 2025, worth a combined $43.4M — up 2.2% from $42.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FLC positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 19 trimmed.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $1.73M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.39M sold.
- 46 institutional investors held Flaherty & Crumrine Total Return Fund (FLC) as of Q1 2025, up from 43 in Q4 2024.
- Funds reported $43.4M of Flaherty & Crumrine Total Return Fund stock for Q1 2025, up 2.2% quarter-over-quarter.
- 7 funds opened new Flaherty & Crumrine Total Return Fund positions in Q1 2025 and 4 closed out, a net change of +3 holders.
- The largest Flaherty & Crumrine Total Return Fund buyer in Q1 2025 was Advisors Asset Management, an estimated $1.73M added.
- The largest Flaherty & Crumrine Total Return Fund seller in Q1 2025 was Independent Advisor Alliance, an estimated $1.39M sold.
Based on aggregated 13F filings for Q1 2025.