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CRF

Cornerstone Total Return Fund
CRF

93 hedge funds and large institutions have $183M invested in Cornerstone Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

4% more funds holding

Funds holding: 89 → 93 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5.18% less ownership

Funds ownership: 21.42% → 16.24% (-5.2%)

9% less capital invested

Capital invested by funds: $201M → $183M (-$17.3M)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
41
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
Alpine Global Management
New York
+$13.3M
2
QL
Quarry LP
New York
+$9.53M
3
BFM
Boothbay Fund Management
New York
+$8.08M
4
AC
Almitas Capital
California
+$7.73M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.29M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$32.6M
2
YCM
Yakira Capital Management
Connecticut
-$2.21M
3
KA
Kovack Advisors
Florida
-$907K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$539K
5
SG
StoneX Group
New York
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$21.4K +$1.28K +170 +6%
RTL
77
Red Tortoise LLC
Georgia
$18.5K – – –
HFS
78
Hantz Financial Services
Michigan
$14K +$15K +2,000 New
TRCT
79
Tower Research Capital (TRC)
New York
$12K +$6K +798 +86%
APW
80
Aventura Private Wealth
Florida
$10.4K – – –
HI
81
Harbour Investments
Wisconsin
$7.04K +$2.93K +390 +63%
RBC
82
Roble Belko & Company
Pennsylvania
$7K +$353 +47 +5%
DSC
83
Duncker Streett & Co
Missouri
$6.95K – – –
SWIM
84
Smallwood Wealth Investment Management
New Jersey
$6.95K – – –
AF
85
Advisornet Financial
Minnesota
$6.64K +$331 +44 +5%
GA
86
GoalVest Advisory
New York
$6.53K – – –
EWM
87
Evolution Wealth Management
Florida
$4.17K – – –
TFGT
88
TS Financial Group (TSFG)
Illinois
$3K +$165 +22 +6%
MCM
89
MAI Capital Management
Ohio
$2.78K – – –
HWP
90
Highline Wealth Partners
California
$2.61K -$939 -125 -25%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$1.86K – – –
PAM
92
Parvin Asset Management
South Dakota
$487 – – –
Wells Fargo
93
Wells Fargo
California
$4 – – –
SPIA
94
Steward Partners Investment Advisory
New York
$3 – – –
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
– -$539K -67,282 Closed
OFS
96
OneAscent Financial Services
Alabama
– -$178K -22,178 Closed
TSS
97
Two Sigma Securities
New York
– -$114K -14,286 Closed
Fisher Asset Management
98
Fisher Asset Management
Washington
– -$100K -12,508 Closed
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
– -$91.5K -11,309 Closed
Millennium Management
100
Millennium Management
New York
– -$89.6K -11,181 Closed
1 2 3
4
5

CRF Hedge Fund Activity: Q1 2026 in Review

93 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q1 2026, worth a combined $183M — down 8.6% from $201M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CRF positions and 10 closed out — a net gain of 7 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Alpine Global Management, adding an estimated $13.3M. The largest seller was Sit Investment Associates, cutting an estimated $32.6M.

  • 93 institutional investors held Cornerstone Total Return Fund (CRF) as of Q1 2026, up from 89 in Q4 2025.
  • Funds reported $183M of Cornerstone Total Return Fund stock for Q1 2026, down 8.6% quarter-over-quarter.
  • 17 funds opened new Cornerstone Total Return Fund positions in Q1 2026 and 10 closed out, a net change of +7 holders.
  • The largest Cornerstone Total Return Fund buyer in Q1 2026 was Alpine Global Management, an estimated $13.3M added.
  • The largest Cornerstone Total Return Fund seller in Q1 2026 was Sit Investment Associates, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2026.