CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

80 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, 30 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.07%
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
30
Reduced
27
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 Holding Trade Value Shares
Change 		Shares
Change %
MCFP
26
Mallini Complete Financial Planning
Florida
$499K +$51.8K +6,688 +12%
Jane Street
27
Jane Street
New York
$488K -$5.65K -729 -1%
AWS
28
Atria Wealth Solutions
New York
$404K -$927K -117,940 -70%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$379K +$4.68K +604 +1%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$364K -$7.02K -906 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$289K -$3.59K -463 -1%
CFD
32
Creative Financial Designs
Indiana
$283K +$19.6K +2,523 +7%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$281K +$281K +36,204 New
ACA
34
Aptus Capital Advisors
Alabama
$264K -$5.29K -682 -2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$247K -$343K -44,202 -58%
Toronto Dominion Bank
36
Toronto Dominion Bank
Ontario, Canada
$233K +$233K +30,000 New
FWP
37
Firethorn Wealth Partners
Georgia
$232K +$6.4K +826 +3%
SWP
38
Stratos Wealth Partners
Ohio
$218K +$218K +28,110 New
Millennium Management
39
Millennium Management
New York
$188K +$188K +24,293 New
KAS
40
Kestra Advisory Services
Texas
$166K +$27.5K +3,543 +20%
VFPW
41
Vantage Financial Partners (Wisconsin)
Wisconsin
$159K -$26.1K -3,365 -14%
WMN
42
Wealth Management Nebraska
Nebraska
$155K +$5.7K +750 +4%
OC
43
Oppenheimer & Co
New York
$151K -$24.3K -3,129 -14%
Mariner
44
Mariner
Kansas
$148K +$13.2K +1,700 +10%
WAM
45
Wolverine Asset Management
Illinois
$138K +$138K +17,837 New
HAG
46
HF Advisory Group
Maryland
$133K +$2.09K +270 +2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$127K -$59.1K -7,612 -32%
Citadel Advisors
48
Citadel Advisors
Florida
$115K +$115K +14,880 New
AWM
49
AE Wealth Management
Kansas
$115K -$2.3K -297 -2%
Ameriprise
50
Ameriprise
Minnesota
$115K -$2.3K -297 -2%
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