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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
Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
BWM
76
Buska Wealth Management
Wisconsin
$146K
FWP
77
Firethorn Wealth Partners
Georgia
$139K
OC
78
Oppenheimer & Co
New York
$130K
Ameriprise
79
Ameriprise
Minnesota
$129K
CL
80
Choreo LLC
Illinois
$122K
AF
81
Allworth Financial
California
$117K
CCP
82
Clarity Capital Partners
California
$114K
PPW
83
Pasadena Private Wealth
California
$113K
WS
84
Wedbush Securities
California
$112K
BWA
85
BlueChip Wealth Advisors
Georgia
$110K
DC
86
Davenport & Co
Virginia
$104K
IWC
87
Integrated Wealth Concepts
Massachusetts
$99.1K
CIAS
88
Capital Investment Advisory Services
North Carolina
$98.6K
MFWP
89
Mosaic Family Wealth Partners
Missouri
$93K
HIA
90
Harbor Investment Advisory
Maryland
$91K
OIA
91
OneDigital Investment Advisors
Kansas
$83.3K
SIMG
92
Sonora Investment Management Group
Arizona
$82.3K
LFG
93
Larson Financial Group
Missouri
$82.2K
MFGM
94
Marshall Financial Group (Maryland)
Maryland
$81.7K
KWM
95
Kingsview Wealth Management
Oregon
$81.2K
VA
96
Valmark Advisers
Ohio
$81.2K
NFSG
97
Newbridge Financial Services Group
Florida
$81.2K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$79.2K
GWSG
99
GPS Wealth Strategies Group
Colorado
$65K
ACM
100
Anfield Capital Management
California
$53K