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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
SWIM
76
Smallwood Wealth Investment Management
New Jersey
$8.01K
RBC
77
Roble Belko & Company
Pennsylvania
$8K +$7.71K +966 New
GA
78
GoalVest Advisory
New York
$7.53K
TRCT
79
Tower Research Capital (TRC)
New York
$7.41K +$7.38K +925 New
AF
80
Advisornet Financial
Minnesota
$7.3K +$311 +39 +4%
HI
81
Harbour Investments
Wisconsin
$4.99K +$4.97K +623 New
EWM
82
Evolution Wealth Management
Florida
$4.81K
HWP
83
Highline Wealth Partners
California
$4K
MCM
84
MAI Capital Management
Ohio
$3.2K
TFGT
85
TS Financial Group (TSFG)
Illinois
$3K +$160 +20 +5%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$2K
PAM
87
Parvin Asset Management
South Dakota
$561 +$558 +70 New
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$208
Wells Fargo
89
Wells Fargo
California
$8 -$8 -1 -50%
SPIA
90
Steward Partners Investment Advisory
New York
$3
CF
91
Cantor Fitzgerald
New York
-$807K -100,410 Closed
KIM
92
Kane Investment Management
California
-$81.1K -10,088 Closed
NFSG
93
Newbridge Financial Services Group
Florida
-$29.7K -3,700 Closed
MSWA
94
Marshall & Sterling Wealth Advisors
New York
-$24.1K -3,000 Closed
IA
95
IFP Advisors
Florida
-$16.1K -2,000 Closed
VWM
96
Valley Wealth Managers
New Jersey
-$5.19K -645 Closed
AAS
97
Ameritas Advisory Services
Nebraska
-$2.65K -330 Closed
UBS Group
98
UBS Group
Switzerland
-$780 -97 Closed