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Cornerstone Strategic Value Fund

121 hedge funds and large institutions have $326M invested in Cornerstone Strategic Value Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

66% more capital invested

Capital invested by funds: $197M → $326M (+$129M)

5.11% more ownership

Funds ownership: 10.79%15.9% (+5.1%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

0% more funds holding

Funds holding: 121121 (0)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.59%
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
52
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
StoneX Group
New York
$1.09M +$298K +40,429 +43%
Creative Planning
27
Creative Planning
Kansas
$982K +$178K +24,101 +25%
BEI
28
Benjamin Edwards Inc
Missouri
$889K -$111K -15,019 -12%
WCM
29
Winebrenner Capital Management
Kentucky
$880K -$12.8K -1,735 -2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$742K -$20.1K -2,731 -3%
AAS
31
Avantax Advisory Services
Texas
$681K +$619K +83,899 New
BlackRock
32
BlackRock
New York
$675K +$265K +35,960 +76%
CFD
33
Creative Financial Designs
Indiana
$664K +$71.1K +9,631 +13%
EMAM
34
Encompass More Asset Management
California
$652K +$18.6K +2,522 +3%
PFS
35
Prospera Financial Services
Texas
$574K +$45.3K +6,146 +10%
Jane Street
36
Jane Street
New York
$528K +$212K +28,720 +79%
SFC
37
Strategic Financial Concepts
Texas
$525K -$63.1K -8,554 -12%
GSIAS
38
Garden State Investment Advisory Services
New Jersey
$501K +$74.8K +10,133 +20%
HighTower Advisors
39
HighTower Advisors
Illinois
$483K -$357K -48,331 -45%
CA
40
CoreCap Advisors
Michigan
$422K +$68.4K +9,270 +22%
PAG
41
Private Advisor Group
New Jersey
$420K -$1.26K -171 -0.3%
AWM
42
AE Wealth Management
Kansas
$407K +$370K +50,164 New
Toronto Dominion Bank
43
Toronto Dominion Bank
Ontario, Canada
$406K +$369K +50,000 New
Stifel Financial
44
Stifel Financial
Missouri
$383K +$34.2K +4,629 +11%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$367K -$52.8K -7,162 -14%
DAS
46
Dynamic Advisor Solutions
Arizona
$337K +$10.9K +1,472 +4%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$322K +$292K +39,628 +88,062%
CW
48
CreativeOne Wealth
Kansas
$318K +$289K +39,112 New
Citadel Advisors
49
Citadel Advisors
Florida
$308K -$94.2K -12,765 -25%
PI
50
PFG Investments
New York
$303K -$104K -14,128 -27%

CLM Hedge Fund Activity: Q2 2025 in Review

121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q2 2025, worth a combined $326M — up 66% from $197M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLM positions and 16 closed out — a net gain of 1 holder — while 52 added to existing stakes and 51 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $42M. The largest seller was Bank of America, cutting an estimated $14.2M.

  • 121 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $326M of Cornerstone Strategic Value Fund stock for Q2 2025, up 66% quarter-over-quarter.
  • 17 funds opened new Cornerstone Strategic Value Fund positions in Q2 2025 and 16 closed out, a net change of +1 holder.
  • The largest Cornerstone Strategic Value Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $42M added.
  • The largest Cornerstone Strategic Value Fund seller in Q2 2025 was Bank of America, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2025.