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CRF

Cornerstone Total Return Fund

89 hedge funds and large institutions have $201M invested in Cornerstone Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more funds holding

Funds holding: 8389 (+6)

4.43% less ownership

Funds ownership: 25.85%21.42% (-4.4%)

17% less capital invested

Capital invested by funds: $243M → $201M (-$42.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
35
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
51
Vantage Financial Partners (Wisconsin)
Wisconsin
$119K -$48.2K -6,043 -29%
TSS
52
Two Sigma Securities
New York
$114K +$114K +14,286 New
OWA
53
Outlook Wealth Advisors
Texas
$110K
VA
54
Valmark Advisers
Ohio
$101K
Fisher Asset Management
55
Fisher Asset Management
Washington
$100K -$13.2K -1,660 -12%
HIP
56
HUB Investment Partners
Texas
$96.2K -$1.72K -216 -2%
KPWS
57
Kestra Private Wealth Services
Texas
$96K +$8.18K +1,025 +9%
PAG
58
Private Advisor Group
New Jersey
$94.4K
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$91.5K +$1.28K +160 +1%
BIG
60
Brookwood Investment Group
Arizona
$89.6K
Millennium Management
61
Millennium Management
New York
$89.6K -$105K -13,112 -54%
IA
62
Integrity Alliance
Iowa
$87.3K -$3.68K -461 -4%
DWM
63
Destination Wealth Management
California
$80.1K +$79.8K +10,000 New
Goldman Sachs
64
Goldman Sachs
New York
$80.1K +$79.8K +10,000 New
AF
65
Allworth Financial
California
$68.9K
CA
66
CoreCap Advisors
Michigan
$58.2K +$36.2K +4,537 +166%
ACM
67
Anfield Capital Management
California
$53.3K
NA
68
NewEdge Advisors
Louisiana
$45.3K +$2.32K +291 +5%
CIM
69
Contravisory Investment Management
Massachusetts
$29.5K
JP Morgan Chase
70
JP Morgan Chase
New York
$24.5K +$24.4K +3,055 New
RTL
71
Red Tortoise LLC
Georgia
$21.3K -$3.19K -400 -13%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$18.6K
PA
73
Parallel Advisors
California
$16.1K +$16K +2,005 New
APW
74
Aventura Private Wealth
Florida
$12K
DSC
75
Duncker Streett & Co
Missouri
$8.01K