CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

80 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, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.07%
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
30
Reduced
27
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 Holding Trade Value Shares
Change 		Shares
Change %
MSFS
51
Main Street Financial Solutions
Pennsylvania
$113K +$3.12K +402 +3%
OWA
52
Outlook Wealth Advisors
Texas
$110K -$2.2K -284 -2%
MC
53
Moors & Cabot
Massachusetts
$106K +$106K +13,726 New
PAG
54
Private Advisor Group
New Jersey
$101K +$14.2K +1,835 +16%
BlackRock
55
BlackRock
New York
$99.3K +$99.3K +12,818 New
VA
56
Valmark Advisers
Ohio
$98.2K +$3.31K +427 +3%
Fisher Asset Management
57
Fisher Asset Management
Washington
$96.9K -$593K -76,472 -86%
BIG
58
Brookwood Investment Group
Arizona
$88.9K -$10.1K -1,309 -10%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$87.6K +$87.6K +11,042 New
Goldman Sachs
60
Goldman Sachs
New York
$77.5K +$77.5K +10,000 New
AF
61
Allworth Financial
California
$66.7K +$66.7K +8,600 New
ACM
62
Anfield Capital Management
California
$51.6K +$51.6K +6,657 New
NA
63
NewEdge Advisors
Louisiana
$40.2K +$2.16K +279 +6%
CA
64
CoreCap Advisors
Michigan
$32.8K -$8.56K -1,105 -21%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$28.9K +$26K +3,350 +884%
NFSG
66
Newbridge Financial Services Group
Florida
$28.7K +$28.7K +3,700 New
CIM
67
Contravisory Investment Management
Massachusetts
$28.6K -$574 -74 -2%
RTL
68
Red Tortoise LLC
Georgia
$24.8K +$24.8K +3,202 New
Bank of America
69
Bank of America
North Carolina
$23.7K -$10.3M -1,324,360 -100%
MSWA
70
Marshall & Sterling Wealth Advisors
New York
$23.3K -$465 -60 -2%
IA
71
IFP Advisors
Florida
$10.5K +$10.5K +1,350 New
AF
72
Advisornet Financial
Minnesota
$6.47K +$2.08K +269 +48%
EWM
73
Evolution Wealth Management
Florida
$4.65K +$4.65K +600 New
MCM
74
MAI Capital Management
Ohio
$3.1K +$1.52K +196 +96%
TFGT
75
TS Financial Group (TSFG)
Illinois
$3K +$3K +355 New
1 2
3
4