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CRF

Cornerstone Total Return Fund
CRF

83 hedge funds and large institutions have $243M invested in Cornerstone Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

1% more funds holding

Funds holding: 82 → 83 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less capital invested

Capital invested by funds: $252M → $243M (-$8.62M)

1.9% less ownership

Funds ownership: 27.76% → 25.85% (-1.9%)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.09%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
32
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AGM
Alpine Global Management
New York
+$3.9M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.09M
3
SIA
Sit Investment Associates
Minnesota
+$3.06M
4
BFM
Boothbay Fund Management
New York
+$2.05M
5
SC
Sculptor Capital
New York
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
AIA
Absolute Investment Advisers
Florida
-$9.88M
2
AC
Almitas Capital
California
-$6.44M
3
UFM
Ursa Fund Management
California
-$5.62M
4
RCM
Rivernorth Capital Management
Florida
-$4.78M
5
YCM
Yakira Capital Management
Connecticut
-$3.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$320K +$19.4K +2,462 +7%
CFD
27
Creative Financial Designs
Indiana
$306K +$11.7K +1,483 +4%
ACA
28
Aptus Capital Advisors
Alabama
$274K – – –
FWP
29
Firethorn Wealth Partners
Georgia
$252K +$10.6K +1,344 +4%
Jane Street
30
Jane Street
New York
$244K -$256K -32,587 -52%
Toronto Dominion Bank
31
Toronto Dominion Bank
Ontario, Canada
$241K – – –
SWP
32
Stratos Wealth Partners
Ohio
$227K +$991 +126 +0.4%
Millennium Management
33
Millennium Management
New York
$195K – – –
BWM
34
Buska Wealth Management
Wisconsin
$186K +$182K +23,153 New
OFS
35
OneAscent Financial Services
Alabama
$178K +$174K +22,178 New
BCM
36
Becker Capital Management
Oregon
$175K +$171K +21,785 New
VFPW
37
Vantage Financial Partners (Wisconsin)
Wisconsin
$168K +$3.14K +399 +2%
WMN
38
Wealth Management Nebraska
Nebraska
$165K +$1.4K +178 +0.9%
Mariner
39
Mariner
Kansas
$157K +$3.81K +484 +3%
KAS
40
Kestra Advisory Services
Texas
$147K -$24.4K -3,108 -15%
MFGM
41
Marshall Financial Group (Maryland)
Maryland
$145K +$142K +18,065 New
HAG
42
HF Advisory Group
Maryland
$143K +$4.54K +578 +3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$135K +$3.04K +386 +2%
Ameriprise
44
Ameriprise
Minnesota
$119K – – –
AWM
45
AE Wealth Management
Kansas
$116K -$3.96K -504 -3%
MC
46
Moors & Cabot
Massachusetts
$115K +$4.13K +525 +4%
Fisher Asset Management
47
Fisher Asset Management
Washington
$114K +$13.1K +1,660 +13%
OWA
48
Outlook Wealth Advisors
Texas
$111K -$3.31K -421 -3%
VA
49
Valmark Advisers
Ohio
$102K – – –
MSFS
50
Main Street Financial Solutions
Pennsylvania
$102K -$15.2K -1,939 -13%
1
2
3 4

CRF Hedge Fund Activity: Q3 2025 in Review

83 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q3 2025, worth a combined $243M — down 3.4% from $252M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CRF positions and 11 closed out — a net gain of 4 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Alpine Global Management, adding an estimated $3.9M. The largest seller was Absolute Investment Advisers, exiting entirely with an estimated $9.88M sold.

  • 83 institutional investors held Cornerstone Total Return Fund (CRF) as of Q3 2025, up from 82 in Q2 2025.
  • Funds reported $243M of Cornerstone Total Return Fund stock for Q3 2025, down 3.4% quarter-over-quarter.
  • 15 funds opened new Cornerstone Total Return Fund positions in Q3 2025 and 11 closed out, a net change of +4 holders.
  • The largest Cornerstone Total Return Fund buyer in Q3 2025 was Alpine Global Management, an estimated $3.9M added.
  • The largest Cornerstone Total Return Fund seller in Q3 2025 was Absolute Investment Advisers, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2025.