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Cornerstone Strategic Value Fund

138 hedge funds and large institutions have $310M invested in Cornerstone Strategic Value Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

132% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 25

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $245M → $310M (+$64.9M)

9% more funds holding

Funds holding: 127138 (+11)

5.21% more ownership

Funds ownership: 11.6%16.81% (+5.2%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.7%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
58
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Kovack Advisors
Florida
$1.08M -$526K -66,924 -32%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.06M
ACA
28
Aptus Capital Advisors
Alabama
$791K -$731K -93,064 -46%
SAI
29
Savvy Advisors Inc
New York
$783K -$9.98K -1,270 -1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$726K +$92.7K +11,806 +13%
CFD
31
Creative Financial Designs
Indiana
$684K +$22.6K +2,873 +3%
Jane Street
32
Jane Street
New York
$669K -$694K -88,330 -49%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$662K +$634K +80,678 +792%
PFS
34
Prospera Financial Services
Texas
$631K -$8K -1,018 -1%
EMAM
35
Encompass More Asset Management
California
$589K -$212 -27 -0%
CW
36
CreativeOne Wealth
Kansas
$559K +$4.91K +625 +0.8%
BEI
37
Benjamin Edwards Inc
Missouri
$528K -$40.4K -5,148 -7%
HighTower Advisors
38
HighTower Advisors
Illinois
$480K +$39.4K +5,017 +8%
GIA
39
Gladstone Institutional Advisory
Florida
$419K +$452K +57,496 New
GSIAS
40
Garden State Investment Advisory Services
New Jersey
$417K +$40.7K +5,180 +10%
PAG
41
Private Advisor Group
New Jersey
$398K +$4.92K +626 +1%
AWM
42
AE Wealth Management
Kansas
$387K -$147K -18,736 -26%
KAS
43
Kestra Advisory Services
Texas
$380K +$144K +18,379 +54%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$370K +$3.98K +507 +1%
Stifel Financial
45
Stifel Financial
Missouri
$369K +$30.4K +3,875 +8%
Toronto Dominion Bank
46
Toronto Dominion Bank
Ontario, Canada
$365K +$1.57K +200 +0.4%
DAS
47
Dynamic Advisor Solutions
Arizona
$355K +$31.8K +4,052 +9%
BlackRock
48
BlackRock
New York
$300K
FWP
49
Firethorn Wealth Partners
Georgia
$293K +$161K +20,493 +104%
IAA
50
Independent Advisor Alliance
North Carolina
$270K +$291K +37,072 New