CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

78 hedge funds and large institutions have $250M invested in Cornerstone Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
1.05%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
33
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$85.8M
2
SC
2
Sculptor Capital
New York
$18.9M
3
RCM
3
Rivernorth Capital Management
Florida
$15.2M
4
YCM
4
Yakira Capital Management
Connecticut
$15.4M
5
AIA
5
Absolute Investment Advisers
Florida
$9.88M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.7K
2
AWS
2
Atria Wealth Solutions
New York
$404K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$914K
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$96.9K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.84M
Name Market Value Shares Shares
Change 		Shares
Change %
MCFP
26
Mallini Complete Financial Planning
Florida
$499K 64,424 +7,820 +14%
Jane Street
27
Jane Street
New York
$488K 62,958 +520 +0.8%
AWS
28
Atria Wealth Solutions
New York
$404K 51,398 -114,620 -69%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$379K 48,911 +1,551 +3%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$364K 46,959 +33 +0.1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$289K 37,300 +277 +0.7%
CFD
32
Creative Financial Designs
Indiana
$283K 36,516 +3,190 +10%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$281K 36,204 +36,204 New
ACA
34
Aptus Capital Advisors
Alabama
$264K 34,090 – –
Toronto Dominion Bank
35
Toronto Dominion Bank
Ontario, Canada
$233K 30,000 +30,000 New
FWP
36
Firethorn Wealth Partners
Georgia
$232K 29,957 +1,397 +5%
SWP
37
Stratos Wealth Partners
Ohio
$218K 28,110 +28,110 New
Millennium Management
38
Millennium Management
New York
$188K 24,293 +24,293 New
KAS
39
Kestra Advisory Services
Texas
$166K 21,387 +3,893 +22%
VFPW
40
Vantage Financial Partners (Wisconsin)
Wisconsin
$159K 20,489 -2,897 -12%
WMN
41
Wealth Management Nebraska
Nebraska
$155K 20,378 +1,135 +6%
OC
42
Oppenheimer & Co
New York
$151K 19,500 -2,685 -12%
Mariner
43
Mariner
Kansas
$148K 19,073 +2,041 +12%
WAM
44
Wolverine Asset Management
Illinois
$138K 17,837 +17,837 New
HAG
45
HF Advisory Group
Maryland
$133K 17,196 +602 +4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$127K 16,360 -7,142 -30%
Citadel Advisors
47
Citadel Advisors
Florida
$115K 14,880 +14,880 New
AWM
48
AE Wealth Management
Kansas
$115K 14,873 – –
Ameriprise
49
Ameriprise
Minnesota
$115K 14,854 – –
MSFS
50
Main Street Financial Solutions
Pennsylvania
$113K 14,578 +680 +5%
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