F
Flaherty & Crumrine Total Return Fund
FLC • NYSE
Flaherty & Crumrine Total Return Fund is a publicly traded company on NYSE. As of Q3 2025, 39 institutional investors hold shares in this company, with total holdings valued at $34.2M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $4.9M.
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Overview
Overview of institutional ownership in FLC as of Q3 2025
All Institutions
- Institutions
- 39
- Value Held
- $34.2M
- Shares Held
- 1.9M
- Avg Position
- $876.9K
- Median Position
- $341.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $936.8K
- Shares Held
- 52.6K
- Avg Position
- $936.8K
- Median Position
- $936.8K
Biggest Investors
Institutions with the largest positions in FLC as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $4.9M 0.00% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $4.2M 0.07% of portfolio |
 Sowell Financial Services LLC RIA/Wealth | $3.7M 0.14% of portfolio |
 Invesco Ltd. ETF Provider | $2.6M 0.00% of portfolio |
 Smith Asset Management Co., LLC RIA/Wealth | $2.3M 1.98% of portfolio |
L LPL Financial LLC Institution | $2.3M 0.00% of portfolio |
 Pathstone Holdings, LLC Family Office | $2.1M 0.01% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $1.8M 0.07% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.6M 0.00% of portfolio |
 CNH PARTNERS LLC Hedge Fund•Multi-Strategy | $936.8K 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FLC in Q3 2025
- Traded
- −$1.6M
- Buyers
- 21
- Sellers
- 18
- Total Bought
- +$3.0M
- Total Sold
- −$4.6M
- Avg Position
- $727.6K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Advisors Asset Management, Inc. ETF Provider | +$946.0K +53.1K shares |
F Fiera Capital Corp Institution | +$585.3K +32.8K shares |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | +$423.8K +23.8K shares |
 SEVEN MILE ADVISORY RIA/Wealth | +$230.1K +12.9K shares |
 Capital Investment Advisors, LLC RIA/Wealth | +$181.2K +10.2K shares |
Pathstone Holdings, LLC Family Office | +$162.2K +9.1K shares |
C CEERA INVESTMENTS, LLC RIA/Wealth | +$116.9K +6.6K shares |
L LPL Financial LLC Institution | +$107.3K +6.0K shares |
 Cetera Investment Advisers RIA/Wealth | +$65.5K +3.7K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$57.3K +3.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Deschutes Portfolio Strategy, LLC RIA/Wealth | −$1.3M −76.3K shares |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$827.6K −48.7K shares |
CNH PARTNERS LLC Hedge Fund•Multi-Strategy | −$412.2K −23.1K shares |
 Strategic Advocates LLC RIA/Wealth | −$406.7K −22.8K shares |
 Kovack Advisors, Inc. RIA/Wealth | −$360.1K −21.2K shares |
P Pathway Financial Advisers, LLC RIA/Wealth | −$285.3K −16.8K shares |
W WETHERBY ASSET MANAGEMENT INC RIA/Wealth | −$194.9K −11.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$189.4K −11.1K shares |
 Goss Wealth Management LLC RIA/Wealth | −$174.2K −10.2K shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | −$94.4K −5.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FLC in Q3 2025
- New Positions
- 3
- New Value
- $833.2K
- Exited Positions
- 8
- Exited Value
- $3.4M
New Positions
| Institution | Position Value |
|---|---|
F Fiera Capital Corp Institution | $585.3K 32.8K shares |
SEVEN MILE ADVISORY RIA/Wealth | $230.1K 12.9K shares |
 Rocky Mountain Advisers, LLC Long Only Manager | $17.8K 1.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Deschutes Portfolio Strategy, LLC RIA/Wealth | $1.3M 76.3K shares |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $827.6K 48.7K shares |
Kovack Advisors, Inc. RIA/Wealth | $360.1K 21.2K shares |
P Pathway Financial Advisers, LLC RIA/Wealth | $285.3K 16.8K shares |
W WETHERBY ASSET MANAGEMENT INC RIA/Wealth | $194.9K 11.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $189.4K 11.1K shares |
Goss Wealth Management LLC RIA/Wealth | $174.2K 10.2K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $71.3K 4.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in FLC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FLC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Smith Asset Management Co., LLC RIA/Wealth | 1.98% $2.3M |
M Mallini Complete Financial Planning LLC RIA/Wealth | 0.27% $324.9K |
 SEAMOUNT FINANCIAL GROUP INC RIA/Wealth | 0.17% $370.5K |
C CEERA INVESTMENTS, LLC RIA/Wealth | 0.17% $529.8K |
Strategic Advocates LLC RIA/Wealth | 0.15% $567.8K |
Sowell Financial Services LLC RIA/Wealth | 0.14% $3.7M |
Advisors Asset Management, Inc. ETF Provider | 0.07% $4.2M |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.07% $1.8M |
SEVEN MILE ADVISORY RIA/Wealth | 0.04% $230.1K |
CNH PARTNERS LLC Hedge Fund•Multi-Strategy | 0.03% $936.8K |
Hedge Fund Spotlight
Discover hedge funds investing in FLC
CNH PARTNERS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerHerbert James Willcox
- Portfolio Value
- $2.7B
- Positions
- 258
- Last Reported
- Q3 2025
Sector Allocation
F
Position in Flaherty & Crumrine Total Return Fund
- Market Value
- $936.8K
- Shares Held
- 52.6K
- Portfolio Weight
- 0.03%
- Owned Since
- 2023-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Advertising Agencies Communication Services | $101.4M | 3.77% | |
Diversified Utilities Utilities | $91.1M | 3.39% | |
Gold Basic Materials | $75.9M | 2.82% |
