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
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
HIP
51
HUB Investment Partners
Texas
$98.3K
BlackRock
52
BlackRock
New York
$96.4K
PAG
53
Private Advisor Group
New Jersey
$94.8K
IA
54
Integrity Alliance
Iowa
$91.4K
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$91.3K
BIG
56
Brookwood Investment Group
Arizona
$89.9K
KPWS
57
Kestra Private Wealth Services
Texas
$88.1K
KIM
58
Kane Investment Management
California
$81.1K
AF
59
Allworth Financial
California
$69.1K
ACM
60
Anfield Capital Management
California
$53.5K
NA
61
NewEdge Advisors
Louisiana
$43.1K
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
MSWA
65
Marshall & Sterling Wealth Advisors
New York
$24.1K
CA
66
CoreCap Advisors
Michigan
$22K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$18.6K
IA
68
IFP Advisors
Florida
$16.1K
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
GA
72
GoalVest Advisory
New York
$7.56K
AF
73
Advisornet Financial
Minnesota
$7.01K
VWM
74
Valley Wealth Managers
New Jersey
$5.19K
EWM
75
Evolution Wealth Management
Florida
$4.82K