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CRF

Cornerstone Total Return Fund

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: 8993 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$40M -$32.6M -4,338,807 -43%
AGM
2
Alpine Global Management
New York
$20.7M +$13.3M +1,768,658 +146%
SC
3
Sculptor Capital
New York
$19.3M +$427K +56,852 +2%
QL
4
Quarry LP
New York
$17.6M +$9.53M +1,268,657 +101%
BFM
5
Boothbay Fund Management
New York
$16.3M +$8.08M +1,075,355 +85%
LPL Financial
6
LPL Financial
California
$13.8M +$702K +93,426 +5%
AC
7
Almitas Capital
California
$7.75M +$7.73M +1,028,931 +1,191%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.13M +$608K +80,872 +10%
Raymond James Financial
9
Raymond James Financial
Florida
$5.9M +$1.06M +140,816 +20%
CCC
10
Cable Car Capital
California
$4.82M -$86.5K -11,504 -2%
YCM
11
Yakira Capital Management
Connecticut
$3.51M -$2.21M -293,396 -37%
PIA
12
Perennial Investment Advisors
California
$3.38M +$80.7K +10,739 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.17M +$3.29M +438,115 +2,497%
Cohen & Steers
14
Cohen & Steers
New York
$1.88M -$150K -20,000 -7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.62M -$6.88K -915 -0.4%
Morgan Stanley
16
Morgan Stanley
New York
$1.61M -$47.6K -6,332 -3%
PI
17
PFG Investments
New York
$1.46M +$88.1K +11,722 +6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.25M +$9.19K +1,223 +0.7%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.13M +$93.2K +12,403 +8%
KA
20
Kovack Advisors
Florida
$1.04M -$907K -120,615 -45%
SG
21
StoneX Group
New York
$992K -$300K -39,876 -22%
WCM
22
Winebrenner Capital Management
Kentucky
$959K +$188K +25,000 +22%
Jane Street
23
Jane Street
New York
$839K +$34.4K +4,576 +4%
MCFP
24
Mallini Complete Financial Planning
Florida
$549K +$53.1K +7,060 +10%
FFA
25
Farther Finance Advisors
California
$545K +$583K +77,505 New

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.