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Cornerstone Strategic Value Fund
CLM

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.

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 %
FWP
76
Firethorn Wealth Partners
Georgia
$139K +$4.43K +546 +3%
OC
77
Oppenheimer & Co
New York
$130K -$2.11K -260 -2%
Ameriprise
78
Ameriprise
Minnesota
$129K -$2.07K -255 -2%
CL
79
Choreo LLC
Illinois
$122K +$122K +14,969 New
AF
80
Allworth Financial
California
$117K +$112K +13,832 +2,192%
CCP
81
Clarity Capital Partners
California
$114K -$432K -53,160 -79%
PPW
82
Pasadena Private Wealth
California
$113K +$17.5K +2,156 +18%
WS
83
Wedbush Securities
California
$112K -$51.7K -6,393 -32%
BWA
84
BlueChip Wealth Advisors
Georgia
$110K +$1.62K +200 +2%
DC
85
Davenport & Co
Virginia
$104K -$1.66K -204 -2%
IWC
86
Integrated Wealth Concepts
Massachusetts
$99.1K -$3.09K -380 -3%
CIAS
87
Capital Investment Advisory Services
North Carolina
$98.6K +$98.6K +12,137 New
MFWP
88
Mosaic Family Wealth Partners
Missouri
$93K +$5.38K +663 +6%
HIA
89
Harbor Investment Advisory
Maryland
$91K -$1.45K -179 -2%
OIA
90
OneDigital Investment Advisors
Kansas
$83.3K +$83.3K +10,260 New
SIMG
91
Sonora Investment Management Group
Arizona
$82.3K -$1.32K -162 -2%
LFG
92
Larson Financial Group
Missouri
$82.2K +$27.4K +3,375 +50%
MFGM
93
Marshall Financial Group (Maryland)
Maryland
$81.7K -$1.31K -160 -2%
VA
94
Valmark Advisers
Ohio
$81.2K -$1.3K -160 -2%
KWM
95
Kingsview Wealth Management
Oregon
$81.2K -$1.3K -160 -2%
NFSG
96
Newbridge Financial Services Group
Florida
$81.2K +$81.2K +10,000 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$79.2K -$37.3K -4,588 -32%
GWSG
98
GPS Wealth Strategies Group
Colorado
$65K +$8.86K +1,091 +16%
ACM
99
Anfield Capital Management
California
$53K -$844 -104 -2%
PSFG
100
Park Square Financial Group
Georgia
$46.2K -$739 -91 -2%
2 3
4
5 6