Who Owns Cornerstone Total Return Fund, Inc (CRF)?Hedge Fund & Institutional Holders

$7.21+0.06 (+0.84%)Financial ServicesAMEX

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.000021000181751e+156T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$6.44$7.25$8.05$8.86$9.66Sep 24Jun 25Mar 26

CRF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PFG Investments, LLCNew Position+199K+$1.6M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+234K+$1.0M
WINEBRENNER CAPITAL MANAGEMENT LLCNew Position+113K+$905K
Almitas Capital LLCNew Position+86K+$692K
Mallini Complete Financial Planning LLCNew Position+72K+$575K
Chicago Partners Investment Group LLCNew Position+62K+$493K
Virtu Financial LLCNew Position+48K+$386K
Wealth Management NebraskaNew Position+21K+$164K
AE Wealth Management LLCNew Position+16K+$128K
Vantage Financial Partners, LLCNew Position+15K+$118K
Outlook Wealth Advisors, LLCNew Position+14K+$110K
Valmark Advisers, Inc.New Position+13K+$101K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+11K+$91K
Brookwood Investment Group LLCNew Position+11K+$89K
Destination Wealth ManagementNew Position+10K+$80K

CRF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Alpine Global Management, LLCDecreased-2.2M-$27.1B
BOOTHBAY FUND MANAGEMENT, LLCDecreased-1.8M-$24.4B
Yakira Capital Management, Inc.Decreased-798K-$12.8B
RIVERNORTH CAPITAL MANAGEMENT, LLCDecreased-1.3M-$10.8B
MORGAN STANLEYDecreased-6K-$2.0B
StoneX Group Inc.Decreased-19K-$1.6B
CANTOR FITZGERALD, L. P.Closed Position-100K-$807.3M
AMERIFLEX GROUP, INC.Decreased-24K-$369.7M
Stratos Wealth Partners, LTD.Decreased-7K-$226.9M
MILLENNIUM MANAGEMENT LLCDecreased-13K-$195.3M
Fisher Asset Management, LLCDecreased-2K-$113.9M
HUB Investment Partners, LLCDecreased-216-$98.3M
INTEGRITY ALLIANCE, LLC.Decreased-461-$91.3M
KANE INVESTMENT MANAGEMENT, INC.Closed Position-10K-$81.1M
Newbridge Financial Services Group, Inc.Closed Position-4K-$29.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC10,090,707$80.0M1.60%Share
2Sculptor Capital LP2,714,710$21.0M0.22%Share
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO312,716$18.2M0.01%Share
4LPL Financial LLC1,885,667$15.0M0.00%Share
5Quarry LP1,260,432$10.1M1.58%Share
6BOOTHBAY FUND MANAGEMENT, LLC1,269,891$10.0M0.15%Share
7Alpine Global Management, LLC1,211,454$9.7M1.65%Share
8Yakira Capital Management, Inc.798,556$6.4M2.15%Share
9OSAIC HOLDINGS, INC.786,700$6.0M0.01%Share
10Cable Car Capital, LP661,503$5.3M0.18%Share
11Perennial Investment Advisors, LLC475,107$3.8M0.30%Share
12RAYMOND JAMES FINANCIAL INC474,658$3.0M0.00%Share
13COHEN & STEERS, INC.290,000$2.3M0.00%Share
14PFG Investments, LLC198,640$1.6M0.07%Share
15Cetera Investment Advisers149,998$1.0M0.00%Share
16RAYMOND JAMES FINANCIAL INC233,436$1.0M0.00%Share
17COMMONWEALTH EQUITY SERVICES, LLC234,386$1.0M0.00%Share
18StoneX Group Inc.182,599$1.0M0.04%Share
19MORGAN STANLEY237,991$1.0M0.00%Share
20Baird Financial Group, Inc.178,039$1.0M0.00%Share
21WINEBRENNER CAPITAL MANAGEMENT LLC113,001$905K0.60%Share
22Almitas Capital LLC86,417$692K0.15%Share
23Mallini Complete Financial Planning LLC71,906$575K0.46%Share
24Chicago Partners Investment Group LLC61,885$493K0.01%Share
25CREATIVE FINANCIAL DESIGNS INC /ADV49,039$392K0.02%Share
26RIVERNORTH CAPITAL MANAGEMENT, LLC48,453$388K0.02%Share
27Virtu Financial LLC48,222$386K0.01%Share
28FIRETHORN WEALTH PARTNERS, LLC32,688$261K0.10%Share
29Buska Wealth Management, LLC23,396$187K0.07%Share
30Main Street Financial Solutions, LLC23,365$187K0.01%Share
31BECKER CAPITAL MANAGEMENT INC21,975$176K0.01%Share
32AMERIFLEX GROUP, INC.21,800$174K0.09%Share
33Stratos Wealth Partners, LTD.21,000$168K0.00%Share
34Wealth Management Nebraska20,546$164K0.02%Share
35HF Advisory Group, LLC18,371$147K0.05%Share
36Marshall Financial Group, LLC18,065$144K0.03%Share
37AE Wealth Management LLC16,014$128K0.00%Share
38Vantage Financial Partners, LLC14,845$118K0.02%Share
39Outlook Wealth Advisors, LLC13,758$110K0.02%Share
40Valmark Advisers, Inc.12,667$101K0.00%Share
41KESTRA PRIVATE WEALTH SERVICES, LLC11,980$95K0.00%Share
42WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,309$91K0.00%Share
43Brookwood Investment Group LLC11,184$89K0.01%Share
44INTEGRITY ALLIANCE, LLC.10,904$87K0.00%Share
45Destination Wealth Management10,000$80K0.00%Share
46Allworth Financial LP8,600$68K0.00%Share
47CoreCap Advisors, LLC7,272$58K0.00%Share
48Anfield Capital Management, LLC6,657$53K0.02%Share
49Kovack Advisors, Inc.269,987$46K0.00%Share
50CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,685$29K0.01%Share

CRF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202590$205.1M+30
Q3 202560$142.0B-15
Q2 202575$141.5B+6
Q1 202569$81.1B+12
Q4 202457$3.6T+14
Q3 202443$36.9T+1
Q2 202442$38.3T+3
Q1 202439$34.0T—

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As of Q4 2025, 50 institutional investors hold CRF (Cornerstone Total Return Fund, Inc). The largest holder is SIT INVESTMENT ASSOCIATES INC with $80.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CRF?

As of Q4 2025, 50 institutional investors report holding CRF (Cornerstone Total Return Fund, Inc) in their 13F filings.

Who is the largest institutional holder of CRF?

The largest institutional holder of CRF is SIT INVESTMENT ASSOCIATES INC with $80.0M in shares.

Is institutional ownership of CRF increasing or decreasing?

This quarter, 15 institutions opened new positions in CRF and 3 closed their positions.