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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
SIA
1
Sit Investment Associates
Minnesota
$80.8M -$11M -1,374,043 -12%
SC
2
Sculptor Capital
New York
$21.7M +$1.12M +139,885 +5%
LPL Financial
3
LPL Financial
California
$15.1M +$841K +105,444 +6%
BFM
4
Boothbay Fund Management
New York
$10.2M -$14.1M -1,766,793 -58%
QL
5
Quarry LP
New York
$10.1M +$7.96M +997,836 +380%
AGM
6
Alpine Global Management
New York
$9.7M -$17.3M -2,162,763 -64%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.42M +$1.06M +133,408 +20%
YCM
8
Yakira Capital Management
Connecticut
$6.4M -$6.37M -797,984 -50%
Raymond James Financial
9
Raymond James Financial
Florida
$5.67M +$1.63M +204,535 +41%
CCC
10
Cable Car Capital
California
$5.3M +$423 +53 +0%
PIA
11
Perennial Investment Advisors
California
$3.81M +$110K +13,816 +3%
Cohen & Steers
12
Cohen & Steers
New York
$2.32M
KA
13
Kovack Advisors
Florida
$2.16M +$2.15M +269,987 New
Morgan Stanley
14
Morgan Stanley
New York
$1.91M -$51.7K -6,478 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.88M +$231K +28,953 +14%
PI
16
PFG Investments
New York
$1.59M +$50.3K +6,305 +3%
SG
17
StoneX Group
New York
$1.46M -$152K -19,094 -9%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.43M +$448K +56,118 +46%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.2M +$133K +16,717 +13%
Jane Street
20
Jane Street
New York
$931K +$684K +85,806 +283%
WCM
21
Winebrenner Capital Management
Kentucky
$905K +$23.9K +3,000 +3%
AC
22
Almitas Capital
California
$692K +$689K +86,417 New
MCFP
23
Mallini Complete Financial Planning
Florida
$576K +$26.8K +3,358 +5%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$539K +$537K +67,282 New
CPIG
25
Chicago Partners Investment Group
Illinois
$493K +$981 +123 +0.2%