FLAHERTY & CRUMRINE TOTAL RETU COM (FLC): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FLAHERTY & CRUMRINE TOTAL RETU COM (FLC)

41 + Investors. Track Smart Money conviction in FLC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — FLC

Based on 41 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their FLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 89% of 3.0Y peak

89% of all-time peak

41 funds currently hold this stock — 89% of the 3.0-year high of 46 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding FLC is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 57% buying

23 buying17 selling

Last quarter: 23 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 7 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 29% medium ■ 15% new

23 out of 41 hedge funds have held FLC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📊

Peak discovery — momentum slowing

9 → 7 → 7 → 4 → 5 new funds/Q

New funds entering each quarter: 7 → 7 → 4 → 5. FLC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 7% 1-2yr ■ 34% new

Of 41 current holders: 24 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

8 of 41 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

2.8

out of 10

Low Exit Risk

Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	41	42	-2.38%
13F Shares	3M	3M	15.65%
Total Value	$59M	$52M	13.71%
New Positions	5	4	+1
Increased Positions	18	18	-
Closed Positions	6	8	-2
Reduced Positions	11	12	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-2.38%

13F Shares

15.65%

Total Value

$59M

$52M

13.71%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

41 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLC. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 11 institutional holders of FLC — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Noble Wealth Management PBC	1.82%	217,490	$3.6M
2	Mallini Complete Financial Planning LLC	0.24%	18,571	$308K
3	SEAMOUNT FINANCIAL GROUP INC	0.16%	20,790	$345K
4	Sowell Financial Services LLC	0.13%	207,722	$3.4M
5	Koshinski Asset Management, Inc.	0.01%	12,560	$208K
6	WEDBUSH SECURITIES INC	0.01%	12,530	—
7	SRH ADVISORS, LLC	0.00%	1,000	$17K
8	HIGHLINE WEALTH PARTNERS LLC	0.00%	170	$3K
9	GHP Investment Advisors, Inc.	0.00%	561	$9K
10	Sound Income Strategies, LLC	0.00%	253	$4K
11	Farther Finance Advisors, LLC	0.00%	354	$6K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — FLAHERTY & CRUMRINE TOTAL RETU COM (FLC)

What does the Smart Money Trend signal show for FLC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their FLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FLC?

Slight buying edge — 57% buying: Last quarter: 23 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FLC holders?

Strong quality — 21% AUM from major funds: 8 of 41 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FLC?

56% of holders stayed for 2+ years: 23 out of 41 hedge funds have held FLC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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FLAHERTY & CRUMRINE TOTAL RETU COM (FLC)

Smart Money Signals — FLC

Selling streak — 2 quarters in a row

High ownership — 89% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 57% buying

Steady new buyers — ~5 new funds per quarter

56% of holders stayed for 2+ years

Peak discovery — momentum slowing

Deep conviction — 59% of holders stayed 2+ years

Strong quality — 21% AUM from major funds

Hedge Fund Ownership: FLC

Market Analysis: FLC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FLC

Hedge Fund Positioning: FLC

Statistics: FLC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FLAHERTY & CRUMRINE TOTAL RETU COM (FLC)

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