CRF

Cornerstone Total Return Fund

69 hedge funds and large institutions have $86.8M invested in Cornerstone Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
16
Increased
29
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AGM
1
Alpine Global Management
New York
$19.4M 2,701,559 -2,723,561 -50%
BFM
2
Boothbay Fund Management
New York
$19.1M 2,661,936 -383 -0%
Bank of America
3
Bank of America
North Carolina
$9.34M 1,301,389 +996,661 +327%
LPL Financial
4
LPL Financial
California
$8.66M 1,206,414 +67,404 +6%
CCC
5
Cable Car Capital
California
$4.76M 662,568 +2,643 +0.4%
PIA
6
Perennial Investment Advisors
California
$2.92M 406,140 +3,487 +0.9%
YCM
7
Yakira Capital Management
Connecticut
$2.65M 368,799 +368,799 New
Morgan Stanley
8
Morgan Stanley
New York
$2.07M 287,755 +67,215 +30%
Raymond James Financial
9
Raymond James Financial
Florida
$2.03M 282,144 +112,931 +67%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.45M 201,745 +1,643 +0.8%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.31M 181,958 +83,613 +85%
AWS
12
Atria Wealth Solutions
New York
$1.2M 166,018 -2,539 -2%
SG
13
StoneX Group
New York
$1.05M 145,880 +7,019 +5%
PI
14
PFG Investments
New York
$967K 134,681 -585 -0.4%
WCM
15
Winebrenner Capital Management
Kentucky
$790K 110,001
Baird Financial Group
16
Baird Financial Group
Wisconsin
$673K 93,782 -63,119 -40%
Fisher Asset Management
17
Fisher Asset Management
Washington
$626K 87,235 +87,235 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$536K 74,606 +51,428 +222%
CPIG
19
Chicago Partners Investment Group
Illinois
$527K 78,491 +1,387 +2%
Jane Street
20
Jane Street
New York
$448K 62,438 +62,438 New
MCFP
21
Mallini Complete Financial Planning
Florida
$406K 56,604 +17,055 +43%
UFM
22
Ursa Fund Management
California
$359K 50,000 +50,000 New
AG
23
AmeriFlex Group
Nevada
$343K 47,800 -4,000 -8%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$340K 47,360 +6,324 +15%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$337K 46,926 +1,965 +4%