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Cornerstone Strategic Value Fund
CLM

121 hedge funds and large institutions have $197M invested in Cornerstone Strategic Value Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.61% less ownership

Funds ownership: 13.4% → 10.79% (-2.6%)

5% less funds holding

Funds holding: 128 → 121 (-7)

26% less capital invested

Capital invested by funds: $266M → $197M (-$68.9M)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
42
Reduced
36
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$14.2M
2
YCM
Yakira Capital Management
Connecticut
+$5.25M
3
SWP
Stratos Wealth Partners
Ohio
+$2.76M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.66M
5
US Bancorp
US Bancorp
Minnesota
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
AGM
Alpine Global Management
New York
-$52.9M
2
TI
TrueMark Investments
Illinois
-$5.56M
3
KIM
Karpus Investment Management
New York
-$4.22M
4
LPL Financial
LPL Financial
California
-$1.61M
5
SC
Sculptor Capital
New York
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
51
Sit Investment Associates
Minnesota
$260K +$292K +35,560 New
CPIG
52
Chicago Partners Investment Group
Illinois
$218K +$1.62K +197 +0.6%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$201K +$11.7K +1,423 +5%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$201K +$226K +27,491 New
VFPW
55
Vantage Financial Partners (Wisconsin)
Wisconsin
$186K +$2.81K +342 +1%
UFM
56
Ursa Fund Management
California
$186K +$209K +25,400 New
MOS
57
MGO One Seven
Ohio
$184K -$35.5K -4,314 -15%
NA
58
NewEdge Advisors
Louisiana
$171K -$72.9K -8,870 -28%
RWA
59
Redhawk Wealth Advisors
Minnesota
$168K +$3.04K +370 +2%
SFA
60
Sequoia Financial Advisors
Ohio
$163K +$5.02K +610 +3%
HAG
61
HF Advisory Group
Maryland
$157K +$428 +52 +0.2%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$156K – – –
KPWS
63
Kestra Private Wealth Services
Texas
$151K +$30.6K +3,724 +22%
WS
64
Wedbush Securities
California
$148K -$37K -4,497 -18%
SA
65
Sanctuary Advisors
Indiana
$141K +$1.25K +152 +0.8%
SWM
66
SeaCrest Wealth Management
New York
$140K -$282K -34,332 -64%
MCM
67
MAI Capital Management
Ohio
$138K +$8.82K +1,073 +6%
NS
68
NBC Securities
Alabama
$137K +$154K +18,736 +133,829%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$133K -$61.3K -7,449 -29%
CCG
70
Capital CS Group
California
$130K -$209K -25,375 -59%
BWM
71
Buska Wealth Management
Wisconsin
$123K +$43.8K +5,323 +46%
FWP
72
Firethorn Wealth Partners
Georgia
$121K +$6.02K +732 +5%
BW
73
BIP Wealth
Georgia
$119K – – –
OC
74
Oppenheimer & Co
New York
$119K – – –
Ameriprise
75
Ameriprise
Minnesota
$118K – – –
1 2
3
4 5

CLM Hedge Fund Activity: Q1 2025 in Review

121 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q1 2025, worth a combined $197M — down 26% from $266M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of CLM and 17 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 42 added.

The largest buyer was Bank of America, adding an estimated $14.2M. The largest seller was Alpine Global Management, cutting an estimated $52.9M.

  • 121 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q1 2025, down from 128 in Q4 2024.
  • Funds reported $197M of Cornerstone Strategic Value Fund stock for Q1 2025, down 26% quarter-over-quarter.
  • 17 funds opened new Cornerstone Strategic Value Fund positions in Q1 2025 and 23 closed out, a net change of -6 holders.
  • The largest Cornerstone Strategic Value Fund buyer in Q1 2025 was Bank of America, an estimated $14.2M added.
  • The largest Cornerstone Strategic Value Fund seller in Q1 2025 was Alpine Global Management, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2025.