CLM icon

Cornerstone Strategic Value Fund
CLM

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 %
SG
26
StoneX Group
New York
$1.09M 133,949 +40,429 +43%
Creative Planning
27
Creative Planning
Kansas
$982K 120,974 +24,101 +25%
BEI
28
Benjamin Edwards Inc
Missouri
$889K 109,511 -15,019 -12%
WCM
29
Winebrenner Capital Management
Kentucky
$880K 108,426 -1,735 -2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$742K 91,397 -2,731 -3%
AAS
31
Avantax Advisory Services
Texas
$681K 83,899 +83,899 New
BlackRock
32
BlackRock
New York
$675K 83,144 +35,960 +76%
CFD
33
Creative Financial Designs
Indiana
$664K 81,742 +9,631 +13%
EMAM
34
Encompass More Asset Management
California
$652K 80,317 +2,522 +3%
PFS
35
Prospera Financial Services
Texas
$574K 70,726 +6,146 +10%
Jane Street
36
Jane Street
New York
$528K 65,005 +28,720 +79%
SFC
37
Strategic Financial Concepts
Texas
$525K 64,700 -8,554 -12%
GSIAS
38
Garden State Investment Advisory Services
New Jersey
$501K 61,706 +10,133 +20%
HighTower Advisors
39
HighTower Advisors
Illinois
$483K 59,496 -48,331 -45%
CA
40
CoreCap Advisors
Michigan
$422K 51,956 +9,270 +22%
PAG
41
Private Advisor Group
New Jersey
$420K 51,681 -171 -0.3%
AWM
42
AE Wealth Management
Kansas
$407K 50,164 +50,164 New
Toronto Dominion Bank
43
Toronto Dominion Bank
Ontario, Canada
$406K 50,000 +50,000 New
Stifel Financial
44
Stifel Financial
Missouri
$383K 47,215 +4,629 +11%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$367K 45,212 -7,162 -14%
DAS
46
Dynamic Advisor Solutions
Arizona
$337K 41,545 +1,472 +4%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$322K 39,673 +39,628 +88,062%
CW
48
CreativeOne Wealth
Kansas
$318K 39,112 +39,112 New
Citadel Advisors
49
Citadel Advisors
Florida
$308K 37,929 -12,765 -25%
PI
50
PFG Investments
New York
$303K 37,318 -14,128 -27%
1
2
3 4 5