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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
MOS
51
MGO One Seven
Ohio
$287K +$75.2K +10,188 +41%
KAS
52
Kestra Advisory Services
Texas
$280K +$137K +18,530 +116%
AWS
53
Atria Wealth Solutions
New York
$268K -$1.29M -174,505 -84%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$256K +$95.2K +12,906 +71%
NA
55
NewEdge Advisors
Louisiana
$243K +$47.9K +6,497 +28%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$229K -$547K -74,146 -72%
Millennium Management
57
Millennium Management
New York
$216K +$196K +26,574 New
CPIG
58
Chicago Partners Investment Group
Illinois
$213K -$39.2K -5,312 -17%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$209K -$13.5K -1,834 -7%
KPWS
60
Kestra Private Wealth Services
Texas
$197K +$27.3K +3,694 +18%
SWM
61
SeaCrest Wealth Management
New York
$194K +$34.9K +4,728 +25%
RWA
62
Redhawk Wealth Advisors
Minnesota
$192K +$5.56K +753 +3%
UBS Group
63
UBS Group
Switzerland
$188K -$229K -31,019 -57%
CCG
64
Capital CS Group
California
$183K +$34.9K +4,732 +27%
HAG
65
HF Advisory Group
Maryland
$178K +$3.67K +498 +2%
SF
66
Summit Financial
New Jersey
$176K +$160K +21,627 New
VFPW
67
Vantage Financial Partners (Wisconsin)
Wisconsin
$174K -$29.3K -3,970 -16%
SFA
68
Sequoia Financial Advisors
Ohio
$174K -$7.02K -952 -4%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$171K -$2.48K -336 -2%
Goldman Sachs
70
Goldman Sachs
New York
$162K +$148K +20,000 New
MCM
71
MAI Capital Management
Ohio
$161K +$7.07K +958 +5%
EWM
72
Evolution Wealth Management
Florida
$158K +$143K +19,425 New
MWM
73
Meridian Wealth Management
Kentucky
$155K +$66.2K +8,966 +88%
SA
74
Sanctuary Advisors
Indiana
$153K -$3.72K -504 -3%
NS
75
NBC Securities
Alabama
$149K -$2.18K -295 -2%

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.