CRF

Cornerstone Total Return Fund

69 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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
VA
51
Valmark Advisers
Ohio
$86.2K
ACP
52
Aviance Capital Partners
Florida
$84K
PAG
53
Private Advisor Group
New Jersey
$78.6K
QL
54
Quarry LP
New York
$52.8K
CA
55
CoreCap Advisors
Michigan
$37.6K
NA
56
NewEdge Advisors
Louisiana
$34.5K
CIM
57
Contravisory Investment Management
Massachusetts
$26.5K
MSWA
58
Marshall & Sterling Wealth Advisors
New York
$21.5K
SWIM
59
Smallwood Wealth Investment Management
New Jersey
$7.18K
AF
60
Advisornet Financial
Minnesota
$3.98K
TRCT
61
Tower Research Capital (TRC)
New York
$3.87K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$2.67K
SFA
63
Semmax Financial Advisors
North Carolina
$2.16K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$2K
WTFG
65
Wood Tarver Financial Group
Idaho
$1.71K
MCM
66
MAI Capital Management
Ohio
$1.44K
Wells Fargo
67
Wells Fargo
California
$1.32K
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$168
UBS Group
69
UBS Group
Switzerland
$22
TI
70
TrueMark Investments
Illinois
KIM
71
Kane Investment Management
California
SWM
72
Shepherd Wealth Management
Ohio
IAA
73
Independent Advisor Alliance
North Carolina
Millennium Management
74
Millennium Management
New York
CAS
75
Coppell Advisory Solutions
Texas