CRF

Cornerstone Total Return Fund

81 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, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

17.07% more ownership

Funds ownership: 10.54%27.61% (+17%)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
51
Main Street Financial Solutions
Pennsylvania
$113K
OWA
52
Outlook Wealth Advisors
Texas
$110K
MC
53
Moors & Cabot
Massachusetts
$106K
PAG
54
Private Advisor Group
New Jersey
$101K
BlackRock
55
BlackRock
New York
$99.3K
VA
56
Valmark Advisers
Ohio
$98.2K
Fisher Asset Management
57
Fisher Asset Management
Washington
$96.9K
BIG
58
Brookwood Investment Group
Arizona
$88.9K
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$87.6K
Goldman Sachs
60
Goldman Sachs
New York
$77.5K
AF
61
Allworth Financial
California
$66.7K
ACM
62
Anfield Capital Management
California
$51.6K
NA
63
NewEdge Advisors
Louisiana
$40.2K
CA
64
CoreCap Advisors
Michigan
$32.8K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$28.9K
NFSG
66
Newbridge Financial Services Group
Florida
$28.7K
CIM
67
Contravisory Investment Management
Massachusetts
$28.6K
RTL
68
Red Tortoise LLC
Georgia
$24.8K
Bank of America
69
Bank of America
North Carolina
$23.7K
MSWA
70
Marshall & Sterling Wealth Advisors
New York
$23.3K
IA
71
IFP Advisors
Florida
$10.5K
SWIM
72
Smallwood Wealth Investment Management
New Jersey
$7.75K
AF
73
Advisornet Financial
Minnesota
$6.47K
EWM
74
Evolution Wealth Management
Florida
$4.65K
MCM
75
MAI Capital Management
Ohio
$3.1K