CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

69 hedge funds and large institutions have $86.8M invested in Cornerstone Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
16
Increased
29
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.34M
2
YCM
2
Yakira Capital Management
Connecticut
$2.65M
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.03M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$626K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.31M

Top Sellers

1
AGM
1
Alpine Global Management
New York
$19.4M
2
TI
2
TrueMark Investments
Illinois
$0
3
KIM
3
Kane Investment Management
California
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$673K
5
CFD
5
Creative Financial Designs
Indiana
$239K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$266K 37,023 +7,197 +24%
SIA
27
Sit Investment Associates
Minnesota
$251K 35,000 +35,000 New
ACA
28
Aptus Capital Advisors
Alabama
$245K 34,090 +11,123 +48%
IC
29
IEQ Capital
California
$244K 34,000 +34,000 New
CFD
30
Creative Financial Designs
Indiana
$239K 33,326 -54,101 -62%
Cohen & Steers
31
Cohen & Steers
New York
$215K 30,000 +30,000 New
FWP
32
Firethorn Wealth Partners
Georgia
$205K 28,560 +1,234 +5%
GC
33
Grimes & Company
Massachusetts
$188K 26,241 +685 +3%
IA
34
Integrity Alliance
Iowa
$178K 24,772 +24,772 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$169K 23,502 -2,337 -9%
VFPW
36
Vantage Financial Partners (Wisconsin)
Wisconsin
$168K 23,386 +751 +3%
HighTower Advisors
37
HighTower Advisors
Illinois
$165K 22,931 +1,110 +5%
OC
38
Oppenheimer & Co
New York
$159K 22,185 +2,000 +10%
WMN
39
Wealth Management Nebraska
Nebraska
$138K 19,243 +334 +2%
TSS
40
Two Sigma Securities
New York
$128K 17,786 +17,786 New
KAS
41
Kestra Advisory Services
Texas
$126K 17,494 -2,807 -14%
Mariner
42
Mariner
Kansas
$122K 17,032 +2,016 +13%
HAG
43
HF Advisory Group
Maryland
$119K 16,594 -169 -1%
BW
44
BIP Wealth
Georgia
$115K 16,000 – –
AWM
45
AE Wealth Management
Kansas
$107K 14,873 -2,681 -15%
Ameriprise
46
Ameriprise
Minnesota
$107K 14,854 – –
OWA
47
Outlook Wealth Advisors
Texas
$102K 14,179 – –
MSFS
48
Main Street Financial Solutions
Pennsylvania
$99.8K 13,898 -17,955 -56%
BIG
49
Brookwood Investment Group
Arizona
$90K 12,529 +12,529 New
HF
50
HRT Financial
New York
$87K 12,172 +12,172 New
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