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Cornerstone Strategic Value Fund

119 hedge funds and large institutions have $197M invested in Cornerstone Strategic Value Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-6
Holders Change %
-4.8%
% 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
18
Increased
41
Reduced
36
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
51
Sit Investment Associates
Minnesota
$260K +$260K +35,560 New
CPIG
52
Chicago Partners Investment Group
Illinois
$218K +$1.36K +197 +0.6%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$201K +$10.4K +1,423 +5%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$201K +$201K +27,491 New
VFPW
55
Vantage Financial Partners (Wisconsin)
Wisconsin
$186K +$2.5K +342 +1%
UFM
56
Ursa Fund Management
California
$186K +$186K +25,400 New
MOS
57
MGO One Seven
Ohio
$184K -$31.5K -4,314 -15%
NA
58
NewEdge Advisors
Louisiana
$171K -$64.9K -8,870 -28%
RWA
59
Redhawk Wealth Advisors
Minnesota
$168K +$2.71K +370 +2%
SFA
60
Sequoia Financial Advisors
Ohio
$163K +$4.46K +610 +3%
HAG
61
HF Advisory Group
Maryland
$157K +$380 +52 +0.2%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$156K
KPWS
63
Kestra Private Wealth Services
Texas
$151K +$27.2K +3,724 +22%
WS
64
Wedbush Securities
California
$148K -$32.9K -4,497 -18%
SWM
65
SeaCrest Wealth Management
New York
$140K -$251K -34,332 -64%
MCM
66
MAI Capital Management
Ohio
$138K +$7.85K +1,073 +6%
NS
67
NBC Securities
Alabama
$137K +$137K +18,736 +133,829%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$133K -$54.5K -7,449 -29%
CCG
69
Capital CS Group
California
$130K -$186K -25,375 -59%
BWM
70
Buska Wealth Management
Wisconsin
$123K +$38.9K +5,323 +46%
FWP
71
Firethorn Wealth Partners
Georgia
$121K +$5.35K +732 +5%
BW
72
BIP Wealth
Georgia
$119K
OC
73
Oppenheimer & Co
New York
$119K
Ameriprise
74
Ameriprise
Minnesota
$118K
KAS
75
Kestra Advisory Services
Texas
$116K -$94.8K -12,957 -45%