Cornerstone Total Return Fund
70 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 9 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
11% more funds holding
Funds holding: 63 → 70 (+7)
0.49% more ownership
Funds ownership: 10.05% → 10.54% (+0.49%)
8% less capital invested
Capital invested by funds: $94.5M → $86.8M (-$7.75M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.25M |
| 2 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$3.05M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$935K |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$722K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$692K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
TrueMark Investments
Chicago,
Illinois
|
-$4.65M |
| 2 |
MG
Marex Group
London,
|
-$1.08M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$523K |
| 4 |
KIM
Kane Investment Management
Los Gatos,
California
|
-$466K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$448K |
CRF Hedge Fund Activity: Q1 2025 in Review
70 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q1 2025, worth a combined $86.8M — down 8.2% from $94.5M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CRF positions and 9 closed out — a net gain of 7 holders — while 29 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $8.25M. The largest seller was TrueMark Investments, exiting entirely with an estimated $4.65M sold.
- 70 institutional investors held Cornerstone Total Return Fund (CRF) as of Q1 2025, up from 63 in Q4 2024.
- Funds reported $86.8M of Cornerstone Total Return Fund stock for Q1 2025, down 8.2% quarter-over-quarter.
- 16 funds opened new Cornerstone Total Return Fund positions in Q1 2025 and 9 closed out, a net change of +7 holders.
- The largest Cornerstone Total Return Fund buyer in Q1 2025 was Bank of America, an estimated $8.25M added.
- The largest Cornerstone Total Return Fund seller in Q1 2025 was TrueMark Investments, an estimated $4.65M sold.
Based on aggregated 13F filings for Q1 2025.