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Cornerstone Strategic Value Fund

119 hedge funds and large institutions have $197M invested in Cornerstone Strategic Value Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
41
Reduced
36
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$105K
UCFA
77
United Capital Financial Advisors
Texas
$104K +$104K +14,215 New
SBIA
78
Sheaff Brock Investment Advisors
Indiana
$103K
BWA
79
BlueChip Wealth Advisors
Georgia
$97.2K
DC
80
Davenport & Co
Virginia
$94.9K
IWC
81
Integrated Wealth Concepts
Massachusetts
$92.1K +$92.1K +12,590 New
QL
82
Quarry LP
New York
$89.3K -$22.3K -3,043 -20%
SPIA
83
Steward Partners Investment Advisory
New York
$87.4K +$3.72K +509 +4%
PPW
84
Pasadena Private Wealth
California
$86.2K -$26.5K -3,624 -24%
HIA
85
Harbor Investment Advisory
Maryland
$83.2K
MFWP
86
Mosaic Family Wealth Partners
Missouri
$78.9K +$3.81K +521 +5%
TC
87
TownSquare Capital
Utah
$78.7K -$11.1K -1,524 -12%
SIMG
88
Sonora Investment Management Group
Arizona
$75.3K +$15 +2 +0%
MFGM
89
Marshall Financial Group (Maryland)
Maryland
$74.3K
KWM
90
Kingsview Wealth Management
Oregon
$74.3K
VA
91
Valmark Advisers
Ohio
$74.3K +$74.3K +10,160 New
RIA
92
RPG Investment Advisory
California
$74.3K +$74.3K +10,160 New
MWM
93
Meridian Wealth Management
Kentucky
$74.3K +$74.3K +10,160 New
AC
94
AlphaCore Capital
California
$74.3K +$74.3K +10,160 New
GWSG
95
GPS Wealth Strategies Group
Colorado
$50.6K
LFG
96
Larson Financial Group
Missouri
$49.3K +$5.78K +790 +13%
ACM
97
Anfield Capital Management
California
$48.5K
AssetMark Inc
98
AssetMark Inc
California
$46.3K -$5.58K -763 -11%
PSFG
99
Park Square Financial Group
Georgia
$42.3K
SIS
100
Sound Income Strategies
Florida
$36.1K