We are live on ! Find out more
CRF

Cornerstone Total Return Fund

89 hedge funds and large institutions have $201M invested in Cornerstone Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more funds holding

Funds holding: 8389 (+6)

4.43% less ownership

Funds ownership: 25.85%21.42% (-4.4%)

17% less capital invested

Capital invested by funds: $243M → $201M (-$42.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
35
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$409K +$16.8K +2,105 +4%
CFD
27
Creative Financial Designs
Indiana
$393K +$88.1K +11,040 +29%
RCM
28
Rivernorth Capital Management
Florida
$388K -$10.4M -1,298,001 -96%
HF
29
HRT Financial
New York
$387K +$386K +48,414 New
VF
30
Virtu Financial
New York
$386K +$385K +48,222 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$350K +$31.7K +3,978 +10%
ACA
32
Aptus Capital Advisors
Alabama
$273K
FWP
33
Firethorn Wealth Partners
Georgia
$262K +$11.1K +1,387 +4%
Toronto Dominion Bank
34
Toronto Dominion Bank
Ontario, Canada
$240K
BlackRock
35
BlackRock
New York
$239K +$142K +17,841 +149%
BWM
36
Buska Wealth Management
Wisconsin
$187K +$1.94K +243 +1%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$187K +$85.6K +10,726 +85%
OFS
38
OneAscent Financial Services
Alabama
$178K
BCM
39
Becker Capital Management
Oregon
$176K +$1.52K +190 +0.9%
AG
40
AmeriFlex Group
Nevada
$175K -$193K -24,200 -53%
Mariner
41
Mariner
Kansas
$171K +$14.3K +1,794 +9%
SWP
42
Stratos Wealth Partners
Ohio
$168K -$57.7K -7,236 -26%
WMN
43
Wealth Management Nebraska
Nebraska
$165K -$80 -10 -0%
KAS
44
Kestra Advisory Services
Texas
$148K +$1.87K +235 +1%
HAG
45
HF Advisory Group
Maryland
$147K +$4.76K +597 +3%
MFGM
46
Marshall Financial Group (Maryland)
Maryland
$145K
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$141K +$6.4K +802 +5%
AWM
48
AE Wealth Management
Kansas
$128K +$13.1K +1,645 +11%
MC
49
Moors & Cabot
Massachusetts
$123K +$8.44K +1,058 +7%
Ameriprise
50
Ameriprise
Minnesota
$119K