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CRF

Cornerstone Total Return Fund
CRF

70 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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

11% more funds holding

Funds holding: 63 → 70 (+7)

2.02% less ownership

Funds ownership: 12.56% → 10.54% (-2%)

27% less capital invested

Capital invested by funds: $118M → $86.8M (-$31.3M)

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% 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
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.25M
2
YCM
Yakira Capital Management
Connecticut
+$3.05M
3
Raymond James Financial
Raymond James Financial
Florida
+$935K
4
Fisher Asset Management
Fisher Asset Management
Washington
+$722K
5
Osaic Holdings
Osaic Holdings
Arizona
+$692K

Top Sellers

1
AGM
Alpine Global Management
New York
-$22.6M
2
TI
TrueMark Investments
Illinois
-$4.65M
3
MG
Marex Group
-$1.08M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$523K
5
KIM
Kane Investment Management
California
-$466K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$266K +$59.6K +7,340 +24%
SIA
27
Sit Investment Associates
Minnesota
$251K +$290K +35,700 New
ACA
28
Aptus Capital Advisors
Alabama
$245K +$92.1K +11,346 +48%
IC
29
IEQ Capital
California
$244K +$282K +34,680 New
CFD
30
Creative Financial Designs
Indiana
$239K -$448K -55,183 -62%
Cohen & Steers
31
Cohen & Steers
New York
$215K +$248K +30,600 New
FWP
32
Firethorn Wealth Partners
Georgia
$205K +$10.2K +1,258 +5%
GC
33
Grimes & Company
Massachusetts
$188K +$5.67K +699 +3%
IA
34
Integrity Alliance
Iowa
$178K +$205K +25,267 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$169K -$19.4K -2,384 -9%
VFPW
36
Vantage Financial Partners (Wisconsin)
Wisconsin
$168K +$6.22K +766 +3%
HighTower Advisors
37
HighTower Advisors
Illinois
$165K +$9.2K +1,133 +5%
OC
38
Oppenheimer & Co
New York
$159K +$16.6K +2,040 +10%
WMN
39
Wealth Management Nebraska
Nebraska
$138K +$2.77K +341 +2%
TSS
40
Two Sigma Securities
New York
$128K +$147K +18,142 New
KAS
41
Kestra Advisory Services
Texas
$126K -$23.2K -2,863 -14%
Mariner
42
Mariner
Kansas
$122K +$16.7K +2,057 +13%
HAG
43
HF Advisory Group
Maryland
$119K -$1.4K -172 -1%
BW
44
BIP Wealth
Georgia
$115K – – –
AWM
45
AE Wealth Management
Kansas
$107K -$22.2K -2,735 -15%
Ameriprise
46
Ameriprise
Minnesota
$107K – – –
OWA
47
Outlook Wealth Advisors
Texas
$102K – – –
MSFS
48
Main Street Financial Solutions
Pennsylvania
$99.8K -$149K -18,314 -56%
BIG
49
Brookwood Investment Group
Arizona
$90K +$104K +12,780 New
HF
50
HRT Financial
New York
$87K +$101K +12,415 New
1
2
3 4

CRF Hedge Fund Activity: Q1 2025 in Review

70 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q1 2025, worth a combined $86.8M — down 27% from $118M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CRF positions and 9 closed out — a net gain of 7 holders — while 29 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $8.25M. The largest seller was Alpine Global Management, cutting an estimated $22.6M.

  • 70 institutional investors held Cornerstone Total Return Fund (CRF) as of Q1 2025, up from 63 in Q4 2024.
  • Funds reported $86.8M of Cornerstone Total Return Fund stock for Q1 2025, down 27% quarter-over-quarter.
  • 16 funds opened new Cornerstone Total Return Fund positions in Q1 2025 and 9 closed out, a net change of +7 holders.
  • The largest Cornerstone Total Return Fund buyer in Q1 2025 was Bank of America, an estimated $8.25M added.
  • The largest Cornerstone Total Return Fund seller in Q1 2025 was Alpine Global Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2025.