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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 %
MOS
51
MGO One Seven
Ohio
$287K +$82.7K +10,188 +41%
KAS
52
Kestra Advisory Services
Texas
$280K +$150K +18,530 +116%
AWS
53
Atria Wealth Solutions
New York
$268K -$1.44M -174,505 -84%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$256K +$106K +12,906 +71%
NA
55
NewEdge Advisors
Louisiana
$243K +$52.8K +6,497 +28%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$229K -$602K -74,146 -72%
Millennium Management
57
Millennium Management
New York
$216K +$216K +26,574 New
CPIG
58
Chicago Partners Investment Group
Illinois
$213K -$43K -5,312 -17%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$209K -$14.9K -1,834 -7%
KPWS
60
Kestra Private Wealth Services
Texas
$197K +$30K +3,694 +18%
SWM
61
SeaCrest Wealth Management
New York
$194K +$38.4K +4,728 +25%
RWA
62
Redhawk Wealth Advisors
Minnesota
$192K +$6.11K +753 +3%
UBS Group
63
UBS Group
Switzerland
$188K -$252K -31,019 -57%
CCG
64
Capital CS Group
California
$183K +$38.4K +4,732 +27%
HAG
65
HF Advisory Group
Maryland
$178K +$4.04K +498 +2%
SF
66
Summit Financial
New Jersey
$176K +$176K +21,627 New
VFPW
67
Vantage Financial Partners (Wisconsin)
Wisconsin
$174K -$32.2K -3,970 -16%
SFA
68
Sequoia Financial Advisors
Ohio
$174K -$7.73K -952 -4%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$171K -$2.73K -336 -2%
Goldman Sachs
70
Goldman Sachs
New York
$162K +$162K +20,000 New
MCM
71
MAI Capital Management
Ohio
$161K +$7.78K +958 +5%
EWM
72
Evolution Wealth Management
Florida
$158K +$158K +19,425 New
MWM
73
Meridian Wealth Management
Kentucky
$155K +$72.8K +8,966 +88%
NS
74
NBC Securities
Alabama
$149K -$2.38K -295 -2%
BWM
75
Buska Wealth Management
Wisconsin
$146K +$10K +1,234 +7%
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