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CRF

Cornerstone Total Return Fund

83 hedge funds and large institutions have $243M invested in Cornerstone Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

1% more funds holding

Funds holding: 8283 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $252M → $243M (-$8.62M)

1.9% less ownership

Funds ownership: 27.76%25.85% (-1.9%)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.09%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
32
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
51
HUB Investment Partners
Texas
$98.3K +$96.1K +12,225 New
BlackRock
52
BlackRock
New York
$96.4K -$6.49K -825 -6%
PAG
53
Private Advisor Group
New Jersey
$94.8K -$9.57K -1,217 -9%
IA
54
Integrity Alliance
Iowa
$91.4K +$89.4K +11,365 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$91.3K +$841 +107 +1%
BIG
56
Brookwood Investment Group
Arizona
$89.9K -$2.26K -287 -3%
KPWS
57
Kestra Private Wealth Services
Texas
$88.1K +$86.1K +10,955 New
KIM
58
Kane Investment Management
California
$81.1K +$79.3K +10,088 New
AF
59
Allworth Financial
California
$69.1K
ACM
60
Anfield Capital Management
California
$53.5K
NA
61
NewEdge Advisors
Louisiana
$43.1K +$1.46K +186 +4%
NFSG
62
Newbridge Financial Services Group
Florida
$29.7K
CIM
63
Contravisory Investment Management
Massachusetts
$29.6K
RTL
64
Red Tortoise LLC
Georgia
$24.6K -$1.11K -141 -4%
MSWA
65
Marshall & Sterling Wealth Advisors
New York
$24.1K
CA
66
CoreCap Advisors
Michigan
$22K -$11.8K -1,500 -35%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$18.6K -$11.1K -1,411 -38%
IA
68
IFP Advisors
Florida
$16.1K +$5.11K +650 +48%
APW
69
Aventura Private Wealth
Florida
$12.1K
SWIM
70
Smallwood Wealth Investment Management
New Jersey
$8.04K
DSC
71
Duncker Streett & Co
Missouri
$8.04K +$7.86K +1,000 New
GA
72
GoalVest Advisory
New York
$7.56K +$7.39K +940 New
AF
73
Advisornet Financial
Minnesota
$7.01K +$291 +37 +4%
VWM
74
Valley Wealth Managers
New Jersey
$5.19K +$5.07K +645 New
EWM
75
Evolution Wealth Management
Florida
$4.82K

CRF Hedge Fund Activity: Q3 2025 in Review

83 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q3 2025, worth a combined $243M — down 3.4% from $252M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CRF positions and 11 closed out — a net gain of 4 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Alpine Global Management, adding an estimated $3.9M. The largest seller was Absolute Investment Advisers, exiting entirely with an estimated $9.88M sold.

  • 83 institutional investors held Cornerstone Total Return Fund (CRF) as of Q3 2025, up from 82 in Q2 2025.
  • Funds reported $243M of Cornerstone Total Return Fund stock for Q3 2025, down 3.4% quarter-over-quarter.
  • 15 funds opened new Cornerstone Total Return Fund positions in Q3 2025 and 11 closed out, a net change of +4 holders.
  • The largest Cornerstone Total Return Fund buyer in Q3 2025 was Alpine Global Management, an estimated $3.9M added.
  • The largest Cornerstone Total Return Fund seller in Q3 2025 was Absolute Investment Advisers, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2025.