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Cornerstone Strategic Value Fund

127 hedge funds and large institutions have $245M invested in Cornerstone Strategic Value Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 126127 (+1)

3.42% less ownership

Funds ownership: 15.03%11.6% (-3.4%)

22% less capital invested

Capital invested by funds: $314M → $245M (-$68.9M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
51
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.22M
SG
27
StoneX Group
New York
$1.2M -$133K -16,133 -10%
WCM
28
Winebrenner Capital Management
Kentucky
$1.14M +$24.8K +3,000 +2%
SAI
29
Savvy Advisors Inc
New York
$909K +$899K +108,760 New
CFD
30
Creative Financial Designs
Indiana
$762K +$63.5K +7,673 +9%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$735K +$396K +47,915 +120%
PFS
32
Prospera Financial Services
Texas
$733K +$41.6K +5,026 +6%
EMAM
33
Encompass More Asset Management
California
$677K -$23.6K -2,853 -3%
BEI
34
Benjamin Edwards Inc
Missouri
$650K -$100K -12,097 -13%
CW
35
CreativeOne Wealth
Kansas
$637K +$58.8K +7,109 +10%
AWM
36
AE Wealth Management
Kansas
$601K +$35.4K +4,286 +6%
HighTower Advisors
37
HighTower Advisors
Illinois
$509K -$65.1K -7,868 -11%
PAG
38
Private Advisor Group
New Jersey
$451K +$24.9K +3,010 +6%
GSIAS
39
Garden State Investment Advisory Services
New Jersey
$436K +$23.5K +2,841 +6%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$420K +$40.1K +4,844 +11%
Toronto Dominion Bank
41
Toronto Dominion Bank
Ontario, Canada
$418K
Stifel Financial
42
Stifel Financial
Missouri
$392K -$30.4K -3,672 -7%
DAS
43
Dynamic Advisor Solutions
Arizona
$374K +$48K +5,799 +15%
CA
44
CoreCap Advisors
Michigan
$354K +$6.34K +767 +2%
BlackRock
45
BlackRock
New York
$345K +$99.7K +12,054 +41%
MOS
46
MGO One Seven
Ohio
$297K +$728 +88 +0.2%
MSFP
47
Mark Sheptoff Financial Planning
Connecticut
$292K
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$288K +$40.4K +4,890 +17%
OFO
49
OneAscent Family Office
Alabama
$284K
KAS
50
Kestra Advisory Services
Texas
$283K +$5.4K +653 +2%

CLM Hedge Fund Activity: Q4 2025 in Review

127 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q4 2025, worth a combined $245M — down 22% from $314M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLM positions and 15 closed out — a net gain of 2 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was PFG Investments, adding an estimated $24.5M. The largest seller was Alpine Global Management, cutting an estimated $48.4M.

  • 127 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q4 2025, up from 126 in Q3 2025.
  • Funds reported $245M of Cornerstone Strategic Value Fund stock for Q4 2025, down 22% quarter-over-quarter.
  • 17 funds opened new Cornerstone Strategic Value Fund positions in Q4 2025 and 15 closed out, a net change of +2 holders.
  • The largest Cornerstone Strategic Value Fund buyer in Q4 2025 was PFG Investments, an estimated $24.5M added.
  • The largest Cornerstone Strategic Value Fund seller in Q4 2025 was Alpine Global Management, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2025.