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Cornerstone Strategic Value Fund

127 hedge funds and large institutions have $245M invested in Cornerstone Strategic Value Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$141K
CCG
77
Capital CS Group
California
$138K
AWA
78
A4 Wealth Advisors
North Carolina
$134K
Ameriprise
79
Ameriprise
Minnesota
$133K
Goldman Sachs
80
Goldman Sachs
New York
$125K
DC
81
Davenport & Co
Virginia
$107K
MFWP
82
Mosaic Family Wealth Partners
Missouri
$105K
NAS
83
NWF Advisory Services
California
$105K
LFG
84
Larson Financial Group
Missouri
$101K
AF
85
Allworth Financial
California
$99.6K
RWA
86
Redhawk Wealth Advisors
Minnesota
$99.4K
HIA
87
Harbor Investment Advisory
Maryland
$93.7K
OIA
88
OneDigital Investment Advisors
Kansas
$90K
MCC
89
Money Concepts Capital
Florida
$88.6K
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$85.2K
Millennium Management
91
Millennium Management
New York
$85K
MFGM
92
Marshall Financial Group (Maryland)
Maryland
$83.6K
VA
93
Valmark Advisers
Ohio
$83.6K
KWM
94
Kingsview Wealth Management
Oregon
$83.6K
AssetMark Inc
95
AssetMark Inc
California
$66.5K
ACM
96
Anfield Capital Management
California
$54.6K
US Bancorp
97
US Bancorp
Minnesota
$54.4K
FFA
98
Farther Finance Advisors
California
$48.5K
AUB
99
Atlantic Union Bankshares
Virginia
$46K
SIS
100
Sound Income Strategies
Florida
$40.6K