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Cornerstone Strategic Value Fund
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Overview Fund Activity

118 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, 50 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.58%
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
50
Reduced
50
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
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$229K
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
26
StoneX Group
New York
$1.09M +$328K +40,429 +43%
Creative Planning
27
Creative Planning
Kansas
$982K +$196K +24,101 +25%
BEI
28
Benjamin Edwards Inc
Missouri
$889K -$122K -15,019 -12%
WCM
29
Winebrenner Capital Management
Kentucky
$880K -$14.1K -1,735 -2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$742K -$22.2K -2,731 -3%
AAS
31
Avantax Advisory Services
Texas
$681K +$681K +83,899 New
BlackRock
32
BlackRock
New York
$675K +$292K +35,960 +76%
CFD
33
Creative Financial Designs
Indiana
$664K +$78.2K +9,631 +13%
EMAM
34
Encompass More Asset Management
California
$652K +$20.5K +2,522 +3%
PFS
35
Prospera Financial Services
Texas
$574K +$49.9K +6,146 +10%
Jane Street
36
Jane Street
New York
$528K +$233K +28,720 +79%
SFC
37
Strategic Financial Concepts
Texas
$525K -$69.5K -8,554 -12%
GSIAS
38
Garden State Investment Advisory Services
New Jersey
$501K +$82.3K +10,133 +20%
HighTower Advisors
39
HighTower Advisors
Illinois
$483K -$392K -48,331 -45%
CA
40
CoreCap Advisors
Michigan
$422K +$75.3K +9,270 +22%
PAG
41
Private Advisor Group
New Jersey
$420K -$1.39K -171 -0.3%
AWM
42
AE Wealth Management
Kansas
$407K +$407K +50,164 New
Toronto Dominion Bank
43
Toronto Dominion Bank
Ontario, Canada
$406K +$406K +50,000 New
Stifel Financial
44
Stifel Financial
Missouri
$383K +$37.6K +4,629 +11%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$367K -$58.2K -7,162 -14%
DAS
46
Dynamic Advisor Solutions
Arizona
$337K +$12K +1,472 +4%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$322K +$322K +39,628 +88,062%
CW
48
CreativeOne Wealth
Kansas
$318K +$318K +39,112 New
Citadel Advisors
49
Citadel Advisors
Florida
$308K -$104K -12,765 -25%
PI
50
PFG Investments
New York
$303K -$115K -14,128 -27%
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