Who Owns Flaherty & Crumrine Total Return Fund Incorporated (FLC)?Hedge Fund & Institutional Holders

$17.18+0.09 (+0.53%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.800040004000379e+107T

% of Float Held

—

QoQ Change in Holders

+14 / -4

Price History

$15.35$16.02$16.68$17.35$18.02Aug 24Jun 25Mar 26

FLC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Noble Wealth Management PBCNew Position+423K+$7.5M
Sowell Financial Services LLCNew Position+208K+$3.6M
Hennion & Walsh Asset Management, Inc.New Position+159K+$2.8M
Smith Asset Management Co., LLCNew Position+128K+$2.2M
Closed-End Fund Advisors, Inc.New Position+45K+$788K
SIT INVESTMENT ASSOCIATES INCIncreased+67K+$672K
CEERA INVESTMENTS, LLCNew Position+36K+$622K
SEAMOUNT FINANCIAL GROUP INCNew Position+21K+$363K
Mallini Complete Financial Planning LLCNew Position+18K+$321K
Kovack Advisors, Inc.New Position+13K+$226K
CWM, LLCNew Position+3K+$49K
SRH ADVISORS, LLCNew Position+1K+$17K
Geneos Wealth Management Inc.New Position+1K+$17K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+932+$16K
Chung Wu Investment Group, LLCNew Position+400+$7K

FLC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Invesco Ltd.Decreased-20K-$2.6B
AQR Arbitrage LLCDecreased-22K-$936.2M
Kovitz Investment Group Partners, LLCClosed Position-45K-$806.0M
Baird Financial Group, Inc.Decreased-314-$741.7M
Strategic Advocates LLCDecreased-4K-$567.4M
HighTower Advisors, LLCDecreased-7K-$341.4M
RAYMOND JAMES FINANCIAL INCDecreased-996-$316.2M
PNC FINANCIAL SERVICES GROUP, INC.Closed Position-5K-$94.4M
Rockefeller Capital Management L.P.Decreased-347-$57.3M
Sound Income Strategies, LLCClosed Position-766-$13.7M
Tortoise Investment Management, LLCClosed Position-176-$3.1M
WEDBUSH SECURITIES INCDecreased-100-$268K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC1,039,130$18.0M0.36%Share
2Advisors Asset Management, Inc.238,459$4.0M0.07%Share
3BANK OF AMERICA CORP /DE/279,418$4.0M0.00%Share
4Noble Wealth Management PBC212,577$3.8M2.02%Share
5Noble Wealth Management PBC210,704$3.7M1.85%Share
6Sowell Financial Services LLC207,717$3.6M0.13%Share
7Hennion & Walsh Asset Management, Inc.158,784$2.8M0.10%Share
8Smith Asset Management Co., LLC127,651$2.2M1.84%Share
9Invesco Ltd.126,171$2.2M0.00%Share
10LPL Financial LLC145,027$2.0M0.00%Share
11Pathstone Holdings, LLC145,026$2.0M0.01%Share
12GUGGENHEIM CAPITAL LLC71,470$1.0M0.01%Share
13Fiera Capital Corp70,401$1.0M0.00%Share
14MORGAN STANLEY94,513$1.0M0.00%Share
15Closed-End Fund Advisors, Inc.45,067$788K0.47%Share
16CEERA INVESTMENTS, LLC35,570$622K0.24%Share
17AQR Arbitrage LLC30,394$531K0.01%Share
18Strategic Advocates LLC27,526$480K0.12%Share
19SEAMOUNT FINANCIAL GROUP INC20,790$363K0.16%Share
20Mallini Complete Financial Planning LLC18,391$321K0.26%Share
21SEVEN MILE ADVISORY13,163$230K0.04%Share
22Kovack Advisors, Inc.12,946$226K0.02%Share
23Koshinski Asset Management, Inc.12,560$219K0.01%Share
24UBS Group AG5,521$96K0.00%Share
25UBS Group AG3,311$57K0.00%Share
26CWM, LLC2,791$49K0.00%Share
27Geneos Wealth Management Inc.1,015$17K0.00%Share
28SRH ADVISORS, LLC1,000$17K0.00%Share
29BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC932$16K0.00%Share
30Luminist Capital LLC414$7K0.01%Share
31Chung Wu Investment Group, LLC400$7K0.01%Share
32Sunbelt Securities, Inc.140$2K0.00%Share
33Baird Financial Group, Inc.41,309$00.00%Share
34Pathstone Holdings, LLC39$00.00%Share
35WEDBUSH SECURITIES INC14,950$00.00%Share
36RAYMOND JAMES FINANCIAL INC3,621$00.00%Share
37HighTower Advisors, LLC12,265$00.00%Share
38Global Retirement Partners, LLC3,261$00.00%Share
39MORGAN STANLEY1,035$00.00%Share
40MORGAN STANLEY1$00.00%Share
41RAYMOND JAMES FINANCIAL INC13,125$00.00%Share
42WELLS FARGO & COMPANY/MN20,130$00.00%Share
43WELLS FARGO & COMPANY/MN2,388$00.00%Share
44ENVESTNET ASSET MANAGEMENT INC22,512$00.00%Share
45Rockefeller Capital Management L.P.2,868$00.00%Share
46ROYAL BANK OF CANADA7,552$00.00%Share
47ROYAL BANK OF CANADA133$00.00%Share
48GUGGENHEIM CAPITAL LLC244$00.00%Share
49OSAIC HOLDINGS, INC.19,320$00.00%Share
50Cetera Investment Advisers19,825$00.00%Share

FLC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202542$55.4M+13
Q3 202529$24.7B-15
Q2 202544$31.3B-1
Q1 202545$34.2B+9
Q4 202436$723.8B+12
Q3 202424$18.4T-4
Q2 202428$18.7T+1
Q1 202427$17.6T—

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As of Q4 2025, 50 institutional investors hold FLC (Flaherty & Crumrine Total Return Fund Incorporated). The largest holder is SIT INVESTMENT ASSOCIATES INC with $18.0M in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own FLC?

As of Q4 2025, 50 institutional investors report holding FLC (Flaherty & Crumrine Total Return Fund Incorporated) in their 13F filings.

Who is the largest institutional holder of FLC?

The largest institutional holder of FLC is SIT INVESTMENT ASSOCIATES INC with $18.0M in shares.

Is institutional ownership of FLC increasing or decreasing?

This quarter, 14 institutions opened new positions in FLC and 4 closed their positions.