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Cornerstone Strategic Value Fund
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Overview Fund Activity

117 hedge funds and large institutions have $318M invested in Cornerstone Strategic Value Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 17 closing their positions.

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
1.57%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
17
Increased
53
Reduced
27
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$46.5M
2
SC
2
Sculptor Capital
New York
$21.7M
3
RCM
3
Rivernorth Capital Management
Florida
$14.6M
4
AIA
4
Absolute Investment Advisers
Florida
$9.98M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$8.73M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$31.7K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20.6M
3
AWS
3
Atria Wealth Solutions
New York
$268K
4
VF
4
Virtu Financial
New York
$0
5
AG
5
AmeriFlex Group
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AGM
1
Alpine Global Management
New York
$53.7M 6,612,795 +336,516 +5%
BFM
2
Boothbay Fund Management
New York
$49.8M 6,135,929 +235,382 +4%
SIA
3
Sit Investment Associates
Minnesota
$46.5M 5,730,776 +5,695,776 +16,274%
SC
4
Sculptor Capital
New York
$21.7M 2,666,574 +2,666,574 New
Osaic Holdings
5
Osaic Holdings
Arizona
$20.6M 2,403,050 -298,917 -11%
RCM
6
Rivernorth Capital Management
Florida
$14.6M 1,803,392 +1,803,392 New
LPL Financial
7
LPL Financial
California
$11.1M 1,362,299 +249,041 +22%
AIA
8
Absolute Investment Advisers
Florida
$9.98M 1,229,119 +1,229,119 New
YCM
9
Yakira Capital Management
Connecticut
$9.73M 1,197,769 +535,009 +81%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$8.73M 1,074,966 +986,074 +1,109%
Cohen & Steers
11
Cohen & Steers
New York
$5.97M 734,931 +127,733 +21%
CCC
12
Cable Car Capital
California
$5.37M 661,825 -707 -0.1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.96M 610,585 +105,464 +21%
SWP
14
Stratos Wealth Partners
Ohio
$4.45M 548,477 +182,143 +50%
Morgan Stanley
15
Morgan Stanley
New York
$4.13M 508,044 +54,867 +12%
QL
16
Quarry LP
New York
$4.12M 506,996 +494,978 +4,119%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.05M 498,849 -23,106 -4%
PIA
18
Perennial Investment Advisors
California
$3.66M 451,228 +14,271 +3%
Raymond James Financial
19
Raymond James Financial
Florida
$2.85M 351,430 +40,761 +13%
UFM
20
Ursa Fund Management
California
$2.23M 275,000 +250,000 +1,000%
US Bancorp
21
US Bancorp
Minnesota
$2.08M 256,505 – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.04M 251,740 +1,275 +0.5%
ACA
23
Aptus Capital Advisors
Alabama
$1.77M 217,910 +2,858 +1%
JWCA
24
J.W. Cole Advisors
Florida
$1.67M 205,931 +40,024 +24%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.19M 145,939 +45,487 +45%
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