CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

78 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, 33 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
1.05%
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
33
Reduced
14
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 Market Value Shares Shares
Change 		Shares
Change %
OWA
51
Outlook Wealth Advisors
Texas
$110K 14,179 – –
MC
52
Moors & Cabot
Massachusetts
$106K 13,726 +13,726 New
PAG
53
Private Advisor Group
New Jersey
$101K 13,007 +2,054 +19%
BlackRock
54
BlackRock
New York
$99.3K 12,818 +12,818 New
VA
55
Valmark Advisers
Ohio
$98.2K 12,667 +667 +6%
Fisher Asset Management
56
Fisher Asset Management
Washington
$96.9K 12,508 -74,727 -86%
BIG
57
Brookwood Investment Group
Arizona
$88.9K 11,471 -1,058 -8%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$87.6K 11,042 +11,042 New
Goldman Sachs
59
Goldman Sachs
New York
$77.5K 10,000 +10,000 New
AF
60
Allworth Financial
California
$66.7K 8,600 +8,600 New
ACM
61
Anfield Capital Management
California
$51.6K 6,657 +6,657 New
NA
62
NewEdge Advisors
Louisiana
$40.2K 5,181 +375 +8%
CA
63
CoreCap Advisors
Michigan
$32.8K 4,235 -1,000 -19%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$28.9K 3,729 +3,357 +902%
NFSG
65
Newbridge Financial Services Group
Florida
$28.7K 3,700 +3,700 New
CIM
66
Contravisory Investment Management
Massachusetts
$28.6K 3,685 – –
RTL
67
Red Tortoise LLC
Georgia
$24.8K 3,202 +3,202 New
Bank of America
68
Bank of America
North Carolina
$23.7K 3,057 -1,298,332 -100%
MSWA
69
Marshall & Sterling Wealth Advisors
New York
$23.3K 3,000 – –
IA
70
IFP Advisors
Florida
$10.5K 1,350 +1,350 New
AF
71
Advisornet Financial
Minnesota
$6.47K 835 +280 +50%
EWMI
72
EVOLUTION WEALTH MANAGEMENT INC.
Florida
$4.65K 600 +600 New
MCM
73
MAI Capital Management
Ohio
$3.1K 400 +200 +100%
TFGT
74
TS Financial Group (TSFG)
Illinois
$3K 355 +355 New
SFA
75
Semmax Financial Advisors
North Carolina
$2.64K 335 +18 +6%
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