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Cornerstone Strategic Value Fund

121 hedge funds and large institutions have $326M invested in Cornerstone Strategic Value Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

66% more capital invested

Capital invested by funds: $197M → $326M (+$129M)

5.11% more ownership

Funds ownership: 10.79%15.9% (+5.1%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

0% more funds holding

Funds holding: 121121 (0)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.59%
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
52
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Buska Wealth Management
Wisconsin
$146K +$9.11K +1,234 +7%
FWP
77
Firethorn Wealth Partners
Georgia
$139K +$4.03K +546 +3%
OC
78
Oppenheimer & Co
New York
$130K -$1.92K -260 -2%
Ameriprise
79
Ameriprise
Minnesota
$129K -$1.88K -255 -2%
CL
80
Choreo LLC
Illinois
$122K +$110K +14,969 New
AF
81
Allworth Financial
California
$117K +$102K +13,832 +2,192%
CCP
82
Clarity Capital Partners
California
$114K -$392K -53,160 -79%
PPW
83
Pasadena Private Wealth
California
$113K +$15.9K +2,156 +18%
WS
84
Wedbush Securities
California
$112K -$47.2K -6,393 -32%
BWA
85
BlueChip Wealth Advisors
Georgia
$110K +$1.48K +200 +2%
DC
86
Davenport & Co
Virginia
$104K -$1.5K -204 -2%
IWC
87
Integrated Wealth Concepts
Massachusetts
$99.1K -$2.8K -380 -3%
CIAS
88
Capital Investment Advisory Services
North Carolina
$98.6K +$89.5K +12,137 New
MFWP
89
Mosaic Family Wealth Partners
Missouri
$93K +$4.89K +663 +6%
HIA
90
Harbor Investment Advisory
Maryland
$91K -$1.32K -179 -2%
OIA
91
OneDigital Investment Advisors
Kansas
$83.3K +$75.7K +10,260 New
SIMG
92
Sonora Investment Management Group
Arizona
$82.3K -$1.2K -162 -2%
LFG
93
Larson Financial Group
Missouri
$82.2K +$24.9K +3,375 +50%
MFGM
94
Marshall Financial Group (Maryland)
Maryland
$81.7K -$1.18K -160 -2%
KWM
95
Kingsview Wealth Management
Oregon
$81.2K -$1.18K -160 -2%
VA
96
Valmark Advisers
Ohio
$81.2K -$1.18K -160 -2%
NFSG
97
Newbridge Financial Services Group
Florida
$81.2K +$73.8K +10,000 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$79.2K -$33.9K -4,588 -32%
GWSG
99
GPS Wealth Strategies Group
Colorado
$65K +$8.05K +1,091 +16%
ACM
100
Anfield Capital Management
California
$53K -$767 -104 -2%

CLM Hedge Fund Activity: Q2 2025 in Review

121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q2 2025, worth a combined $326M — up 66% from $197M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLM positions and 16 closed out — a net gain of 1 holder — while 52 added to existing stakes and 51 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $42M. The largest seller was Bank of America, cutting an estimated $14.2M.

  • 121 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $326M of Cornerstone Strategic Value Fund stock for Q2 2025, up 66% quarter-over-quarter.
  • 17 funds opened new Cornerstone Strategic Value Fund positions in Q2 2025 and 16 closed out, a net change of +1 holder.
  • The largest Cornerstone Strategic Value Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $42M added.
  • The largest Cornerstone Strategic Value Fund seller in Q2 2025 was Bank of America, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2025.