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CRF

Cornerstone Total Return Fund
CRF

70 hedge funds and large institutions have $86.8M invested in Cornerstone Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

11% more funds holding

Funds holding: 63 → 70 (+7)

2.02% less ownership

Funds ownership: 12.56% → 10.54% (-2%)

27% less capital invested

Capital invested by funds: $118M → $86.8M (-$31.3M)

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
16
Increased
29
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.25M
2
YCM
Yakira Capital Management
Connecticut
+$3.05M
3
Raymond James Financial
Raymond James Financial
Florida
+$935K
4
Fisher Asset Management
Fisher Asset Management
Washington
+$722K
5
Osaic Holdings
Osaic Holdings
Arizona
+$692K

Top Sellers

1
AGM
Alpine Global Management
New York
-$22.6M
2
TI
TrueMark Investments
Illinois
-$4.65M
3
MG
Marex Group
-$1.08M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$523K
5
KIM
Kane Investment Management
California
-$466K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
51
Valmark Advisers
Ohio
$86.2K +$99.4K +12,240 New
ACP
52
Aviance Capital Partners
Florida
$84K +$5.8K +714 +6%
PAG
53
Private Advisor Group
New Jersey
$78.6K +$6.92K +852 +8%
QL
54
Quarry LP
New York
$52.8K +$2.73K +336 +5%
CA
55
CoreCap Advisors
Michigan
$37.6K -$54.5K -6,716 -56%
NA
56
NewEdge Advisors
Louisiana
$34.5K +$1.93K +238 +5%
CIM
57
Contravisory Investment Management
Massachusetts
$26.5K – – –
MSWA
58
Marshall & Sterling Wealth Advisors
New York
$21.5K – – –
APW
59
Aventura Private Wealth
Florida
$7.18K – – –
SWIM
60
Smallwood Wealth Investment Management
New Jersey
$7.18K +$8.28K +1,020 New
AF
61
Advisornet Financial
Minnesota
$3.98K +$4.59K +566 New
TRCT
62
Tower Research Capital (TRC)
New York
$3.87K +$4.46K +550 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$2.67K – – –
SFA
64
Semmax Financial Advisors
North Carolina
$2.16K +$138 +17 +6%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
WTFG
66
Wood Tarver Financial Group
Idaho
$1.71K – – –
MCM
67
MAI Capital Management
Ohio
$1.44K +$1.66K +204 New
Wells Fargo
68
Wells Fargo
California
$1.32K +$16 +2 +1%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$168 – – –
UBS Group
70
UBS Group
Switzerland
$22 -$200K -24,602 -100%
TI
71
TrueMark Investments
Illinois
– -$4.65M -545,386 Closed
MG
72
Marex Group
– -$1.08M -126,793 Closed
KIM
73
Kane Investment Management
California
– -$466K -54,665 Closed
SWM
74
Shepherd Wealth Management
Ohio
– -$326K -38,320 Closed
IAA
75
Independent Advisor Alliance
North Carolina
– -$188K -22,092 Closed
1 2
3
4

CRF Hedge Fund Activity: Q1 2025 in Review

70 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q1 2025, worth a combined $86.8M — down 27% from $118M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CRF positions and 9 closed out — a net gain of 7 holders — while 29 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $8.25M. The largest seller was Alpine Global Management, cutting an estimated $22.6M.

  • 70 institutional investors held Cornerstone Total Return Fund (CRF) as of Q1 2025, up from 63 in Q4 2024.
  • Funds reported $86.8M of Cornerstone Total Return Fund stock for Q1 2025, down 27% quarter-over-quarter.
  • 16 funds opened new Cornerstone Total Return Fund positions in Q1 2025 and 9 closed out, a net change of +7 holders.
  • The largest Cornerstone Total Return Fund buyer in Q1 2025 was Bank of America, an estimated $8.25M added.
  • The largest Cornerstone Total Return Fund seller in Q1 2025 was Alpine Global Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2025.