CRF

Cornerstone Total Return Fund

94 hedge funds and large institutions have $183M invested in Cornerstone Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
JP Morgan Chase
76
JP Morgan Chase
New York
$21.4K
RTL
77
Red Tortoise LLC
Georgia
$18.5K
HFS
78
Hantz Financial Services
Michigan
$14K
TRCT
79
Tower Research Capital (TRC)
New York
$12K
APW
80
Aventura Private Wealth
Florida
$10.4K
WWM
81
Western Wealth Management
Colorado
$7.77K
HI
82
Harbour Investments
Wisconsin
$7.04K
RBC
83
Roble Belko & Company
Pennsylvania
$7K
SWIM
84
Smallwood Wealth Investment Management
New Jersey
$6.95K
DSC
85
Duncker Streett & Co
Missouri
$6.95K
AF
86
Advisornet Financial
Minnesota
$6.64K
GA
87
GoalVest Advisory
New York
$6.53K
EWM
88
Evolution Wealth Management
Florida
$4.17K
TFGT
89
TS Financial Group (TSFG)
Illinois
$3K
MCM
90
MAI Capital Management
Ohio
$2.78K
HWP
91
Highline Wealth Partners
California
$2.61K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1.86K
PAM
93
Parvin Asset Management
South Dakota
$487
Wells Fargo
94
Wells Fargo
California
$4
SPIA
95
Steward Partners Investment Advisory
New York
$3
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
OFS
97
OneAscent Financial Services
Alabama
TSS
98
Two Sigma Securities
New York
Fisher Asset Management
99
Fisher Asset Management
Washington
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota