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Cornerstone Strategic Value Fund

124 hedge funds and large institutions have $314M invested in Cornerstone Strategic Value Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
Ameriprise
76
Ameriprise
Minnesota
$132K
MCC
77
Money Concepts Capital
Florida
$132K
MWM
78
Meridian Wealth Management
Kentucky
$127K
AF
79
Allworth Financial
California
$120K
PPW
80
Pasadena Private Wealth
California
$117K
Mariner
81
Mariner
Kansas
$113K
DC
82
Davenport & Co
Virginia
$106K
NA
83
NewEdge Advisors
Louisiana
$105K
EWM
84
Empirical Wealth Management
Washington
$100K
IWC
85
Integrated Wealth Concepts
Massachusetts
$97.8K
MFWP
86
Mosaic Family Wealth Partners
Missouri
$97.7K
LFG
87
Larson Financial Group
Missouri
$95.9K
HIA
88
Harbor Investment Advisory
Maryland
$92.8K
OIA
89
OneDigital Investment Advisors
Kansas
$85K
SIMG
90
Sonora Investment Management Group
Arizona
$83.9K
VA
91
Valmark Advisers
Ohio
$82.8K
KWM
92
Kingsview Wealth Management
Oregon
$82.8K
MFGM
93
Marshall Financial Group (Maryland)
Maryland
$82.8K
NFSG
94
Newbridge Financial Services Group
Florida
$82.8K
TJHA
95
Thomas J. Herzfeld Advisors
Florida
$79K
GWSG
96
GPS Wealth Strategies Group
Colorado
$66.3K
ACM
97
Anfield Capital Management
California
$54.1K
US Bancorp
98
US Bancorp
Minnesota
$53.9K
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$46.8K
AUB
100
Atlantic Union Bankshares
Virginia
$45.5K