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Cornerstone Strategic Value Fund

138 hedge funds and large institutions have $310M invested in Cornerstone Strategic Value Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

132% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 25

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $245M → $310M (+$64.9M)

9% more funds holding

Funds holding: 127138 (+11)

5.21% more ownership

Funds ownership: 11.6%16.81% (+5.2%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.7%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
58
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Meridian Wealth Management
Kentucky
$268K +$136K +17,346 +89%
MOS
52
MGO One Seven
Ohio
$246K -$13.2K -1,684 -5%
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$241K
Cerity Partners
54
Cerity Partners
New York
$219K +$236K +30,067 New
BWM
55
Buska Wealth Management
Wisconsin
$214K +$6.3K +802 +3%
EWA
56
EP Wealth Advisors
California
$209K
XT
57
XTX Topco
Cayman Islands
$209K +$225K +28,668 New
SWM
58
SeaCrest Wealth Management
New York
$208K -$10.8K -1,375 -5%
AG
59
AmeriFlex Group
Nevada
$204K
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$194K
KPWS
61
Kestra Private Wealth Services
Texas
$188K +$7.04K +896 +4%
CPIG
62
Chicago Partners Investment Group
Illinois
$186K -$3.87K -492 -2%
NS
63
NBC Securities
Alabama
$183K +$53K +6,750 +37%
HAG
64
HF Advisory Group
Maryland
$178K +$7.26K +924 +4%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$176K -$78.7K -10,016 -29%
PPW
66
Pasadena Private Wealth
California
$172K +$25.2K +3,204 +16%
KWM
67
Kingsview Wealth Management
Oregon
$170K +$105K +13,333 +133%
BCM
68
Becker Capital Management
Oregon
$160K +$20.2K +2,566 +13%
SFA
69
Sequoia Financial Advisors
Ohio
$156K
CPSAC
70
Chas P. Smith & Associates (CPS)
Florida
$150K +$162K +20,663 New
JP Morgan Chase
71
JP Morgan Chase
New York
$148K +$143K +18,253 +602%
WIA
72
World Investment Advisors
California
$148K +$5.5K +700 +4%
HR
73
Howe & Rusling
New York
$147K +$158K +20,142 New
SA
74
Sanctuary Advisors
Indiana
$145K +$2.72K +346 +2%
EWM
75
Evolution Wealth Management
Florida
$141K