Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CORNERSTONE TOTAL RETURN FD (CRF)

87 + Investors. Track Smart Money conviction in CRF. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
5Q ▲
Buyers last Q
68%

Smart Money Signals — CRF

Based on 87 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added CRF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
87 hedge funds hold CRF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 68% buying

51 buying24 selling
Last quarter: 51 funds were net buyers (15 opened a brand new position + 36 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 24 → 15 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 25% medium 31% new
38 out of 87 hedge funds have held CRF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

15 → 16 → 24 → 15 → 15 new funds/Q
New funds entering each quarter: 16 → 24 → 15 → 15. CRF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 54% of holders stayed 2+ years

54% veterans 6% 1-2yr 40% new
Of 87 current holders: 47 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
9 of 87 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CRF

How many hedge funds hold CRF — quarterly history vs. share price
Quarterly hedge fund ownership of CRF vs. share price

Market Analysis: CRF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: CRF
2026 Q1 Stats Unlock in 19 days 87 + Investors

Track Smart Money conviction in CRF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 87 80 8.75%
13F Shares 25M 30M -16.06%
Total Value $217M $243M -10.75%
New Positions 15 15 -
Increased Positions 36 31 +5
Closed Positions 8 14 -6
Reduced Positions 16 17 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CRF

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Short % of Float --

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Institutional Holders (2026 Q1)

87 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRF. Verified SEC 13F-HR filings.

Top 25 institutional holders of CRF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WINEBRENNER CAPITAL MANAGEMENT LLC 0.62% 138,001 $959K
2 Mallini Complete Financial Planning LLC 0.43% 78,966 $549K
3 FIRETHORN WEALTH PARTNERS, LLC 0.09% 34,272 $238K
4 PFG Investments, LLC 0.07% 210,362 $1.5M
5 Buska Wealth Management, LLC 0.07% 24,018 $167K
6 HF Advisory Group, LLC 0.05% 19,053 $132K
7 Secure Asset Management, LLC 0.02% 21,851 $152K
8 Outlook Wealth Advisors, LLC 0.02% 13,407 $93K
9 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% 52,012 $361K
10 Marshall Financial Group, LLC 0.02% 18,065 $126K
11 Cambridge Investment Research Advisors, Inc. 0.01% 455,663 $3K
12 Red Tortoise LLC 0.01% 2,661 $18K
13 Farther Finance Advisors, LLC 0.01% 77,505 $545K
14 MONEY CONCEPTS CAPITAL CORP 0.00% 12,727 $88K
15 Smallwood Wealth Investment Management, LLC 0.00% 1,000 $7K
16 Wealthcare Advisory Partners LLC 0.00% 23,144 $161K
17 EVOLUTION WEALTH MANAGEMENT INC. 0.00% 600 $4K
18 Ascentis Independent Advisors 0.00% 4,771 $33K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 233,471 $1.6M
20 CoreCap Advisors, LLC 0.00% 7,272 $51K
21 Stratos Wealth Partners, LTD. 0.00% 21,000 $146K
22 DUNCKER STREETT & CO INC 0.00% 1,000 $7K
23 GoalVest Advisory LLC 0.00% 940 $7K
24 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 11,460 $80K
25 Roble, Belko & Company, Inc 0.00% 1,013
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CORNERSTONE TOTAL RETURN FD (CRF)

What does the Smart Money Trend signal show for CRF?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added CRF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CRF?

More buyers than sellers — 68% buying: Last quarter: 51 funds were net buyers (15 opened a brand new position + 36 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CRF holders?

Smaller funds dominant — 17% AUM from top-100: 9 of 87 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CRF?

44% of holders stayed for 2+ years: 38 out of 87 hedge funds have held CRF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.