CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

80 hedge funds and large institutions have $250M invested in Cornerstone Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
30
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$85.8M
2
SC
2
Sculptor Capital
New York
$18.9M
3
RCM
3
Rivernorth Capital Management
Florida
$15.2M
4
YCM
4
Yakira Capital Management
Connecticut
$15.4M
5
AIA
5
Absolute Investment Advisers
Florida
$9.88M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.7K
2
AWS
2
Atria Wealth Solutions
New York
$404K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$914K
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$96.9K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$85.8M +$85.6M +11,039,928 +30,924%
AGM
2
Alpine Global Management
New York
$22.3M +$950K +122,522 +4%
BFM
3
Boothbay Fund Management
New York
$21.5M +$470K +60,695 +2%
SC
4
Sculptor Capital
New York
$18.9M +$18.9M +2,442,757 New
YCM
5
Yakira Capital Management
Connecticut
$15.4M +$12.5M +1,615,677 +430%
RCM
6
Rivernorth Capital Management
Florida
$15.2M +$15.2M +1,954,887 New
LPL Financial
7
LPL Financial
California
$12.8M +$3.31M +426,753 +35%
AIA
8
Absolute Investment Advisers
Florida
$9.88M +$9.88M +1,274,973 New
AC
9
Almitas Capital
California
$6.44M +$6.44M +831,088 New
UFM
10
Ursa Fund Management
California
$5.62M +$5.22M +674,000 +1,322%
CCC
11
Cable Car Capital
California
$5.13M -$110K -14,159 -2%
QL
12
Quarry LP
New York
$3.97M +$3.91M +504,635 +6,730%
PIA
13
Perennial Investment Advisors
California
$3.54M +$333K +42,952 +10%
Raymond James Financial
14
Raymond James Financial
Florida
$3.1M +$869K +112,132 +39%
Cohen & Steers
15
Cohen & Steers
New York
$2.25M +$2.01M +259,400 +848%
Morgan Stanley
16
Morgan Stanley
New York
$1.84M -$435K -56,171 -19%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.61M +$17.7K +2,282 +1%
SG
18
StoneX Group
New York
$1.48M +$330K +42,600 +29%
PI
19
PFG Investments
New York
$1.39M +$326K +42,117 +31%
CF
20
Cantor Fitzgerald
New York
$1.19M +$1.19M +153,582 New
Osaic Holdings
21
Osaic Holdings
Arizona
$914K -$685K -79,530 -43%
WCM
22
Winebrenner Capital Management
Kentucky
$853K -$17.1K -2,200 -2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$718K -$23.8K -3,073 -3%
AAS
24
Avantax Advisory Services
Texas
$668K +$668K +86,151 New
CPIG
25
Chicago Partners Investment Group
Illinois
$595K -$33.5K -4,270 -5%
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