CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

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.

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% 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
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.34M
2
YCM
2
Yakira Capital Management
Connecticut
$2.65M
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.03M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$626K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.31M

Top Sellers

1
AGM
1
Alpine Global Management
New York
$19.4M
2
TI
2
TrueMark Investments
Illinois
$0
3
KIM
3
Kane Investment Management
California
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$673K
5
CFD
5
Creative Financial Designs
Indiana
$239K
Name Market Value Shares Shares
Change 		Shares
Change %
VA
51
Valmark Advisers
Ohio
$86.2K 12,000 +12,000 New
ACP
52
Aviance Capital Partners
Florida
$84K 11,700 +700 +6%
PAG
53
Private Advisor Group
New Jersey
$78.6K 10,953 +835 +8%
QL
54
Quarry LP
New York
$52.8K 7,351 +329 +5%
CA
55
CoreCap Advisors
Michigan
$37.6K 5,235 -6,585 -56%
NA
56
NewEdge Advisors
Louisiana
$34.5K 4,806 +233 +5%
CIM
57
Contravisory Investment Management
Massachusetts
$26.5K 3,685 – –
MSWA
58
Marshall & Sterling Wealth Advisors
New York
$21.5K 3,000 – –
SWIM
59
Smallwood Wealth Investment Management
New Jersey
$7.18K 1,000 +1,000 New
AF
60
Advisornet Financial
Minnesota
$3.99K 555 +555 New
TRCT
61
Tower Research Capital (TRC)
New York
$3.87K 539 +539 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$2.67K 372 – –
SFA
63
Semmax Financial Advisors
North Carolina
$2.16K 317 +17 +6%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$2K 268 – –
WTFG
65
Wood Tarver Financial Group
Idaho
$1.71K 238 – –
MCM
66
MAI Capital Management
Ohio
$1.44K 200 +200 New
Wells Fargo
67
Wells Fargo
California
$1.32K 184 +2 +1%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$168 26 – –
UBS Group
69
UBS Group
Switzerland
$22 3 -24,120 -100%
TI
70
TrueMark Investments
Illinois
– – -534,692 Closed
KIM
71
Kane Investment Management
California
– – -53,593 Closed
SWM
72
Shepherd Wealth Management
Ohio
– – -37,569 Closed
IAA
73
Independent Advisor Alliance
North Carolina
– – -21,659 Closed
Millennium Management
74
Millennium Management
New York
– – -10,445 Closed
CAS
75
Coppell Advisory Solutions
Texas
– – -6,205 Closed
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