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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
CA
76
CoreCap Advisors
Michigan
$140K -$182K -23,224 -55%
LFG
77
Larson Financial Group
Missouri
$140K +$55.7K +7,094 +59%
SF
78
Summit Financial
New Jersey
$136K -$6.25K -796 -4%
CA
79
Clearstead Advisors
Ohio
$130K +$140K +17,880 New
WS
80
Wedbush Securities
California
$130K +$5.5K +700 +4%
UBS Group
81
UBS Group
Switzerland
$128K
IA
82
Integrity Alliance
Iowa
$128K -$86 -11 -0.1%
NA
83
NewEdge Advisors
Louisiana
$127K +$4.49K +571 +3%
CCG
84
Capital CS Group
California
$125K +$4.85K +617 +4%
AWA
85
A4 Wealth Advisors
North Carolina
$116K
Ameriprise
86
Ameriprise
Minnesota
$116K
VF
87
Virtu Financial
New York
$114K +$122K +15,593 New
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$110K +$118K +15,054 New
Corient Private Wealth
89
Corient Private Wealth
Florida
$107K -$123K -15,606 -51%
SFC
90
Strategic Financial Concepts
Texas
$107K +$115K +14,700 New
AWM
91
Accurate Wealth Management
Florida
$104K +$110K +14,003 New
NAS
92
NWF Advisory Services
California
$98.3K +$7.86K +1,000 +8%
MFWP
93
Mosaic Family Wealth Partners
Missouri
$96.2K +$5.52K +703 +6%
Mariner
94
Mariner
Kansas
$95.5K -$61K -7,765 -37%
IWC
95
Integrated Wealth Concepts
Massachusetts
$94K +$101K +12,919 New
DC
96
Davenport & Co
Virginia
$93K
CIBC World Market
97
CIBC World Market
Ontario, Canada
$92.1K +$99.4K +12,654 New
SAM
98
Secure Asset Management
Michigan
$91.2K +$98.4K +12,530 New
RWA
99
Redhawk Wealth Advisors
Minnesota
$90.7K +$4.45K +567 +5%
AF
100
Allworth Financial
California
$86.7K