CLM icon

Cornerstone Strategic Value Fund

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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
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
FWP
76
Firethorn Wealth Partners
Georgia
$139K
OC
77
Oppenheimer & Co
New York
$130K
Ameriprise
78
Ameriprise
Minnesota
$129K
CL
79
Choreo LLC
Illinois
$122K
AF
80
Allworth Financial
California
$117K
CCP
81
Clarity Capital Partners
California
$114K
PPW
82
Pasadena Private Wealth
California
$113K
WS
83
Wedbush Securities
California
$112K
BWA
84
BlueChip Wealth Advisors
Georgia
$110K
DC
85
Davenport & Co
Virginia
$104K
IWC
86
Integrated Wealth Concepts
Massachusetts
$99.1K
CIAS
87
Capital Investment Advisory Services
North Carolina
$98.6K
MFWP
88
Mosaic Family Wealth Partners
Missouri
$93K
HIA
89
Harbor Investment Advisory
Maryland
$91K
OIA
90
OneDigital Investment Advisors
Kansas
$83.3K
SIMG
91
Sonora Investment Management Group
Arizona
$82.3K
LFG
92
Larson Financial Group
Missouri
$82.2K
MFGM
93
Marshall Financial Group (Maryland)
Maryland
$81.7K
KWM
94
Kingsview Wealth Management
Oregon
$81.2K
VA
95
Valmark Advisers
Ohio
$81.2K
NFSG
96
Newbridge Financial Services Group
Florida
$81.2K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$79.2K
GWSG
98
GPS Wealth Strategies Group
Colorado
$65K
ACM
99
Anfield Capital Management
California
$53K
PSFG
100
Park Square Financial Group
Georgia
$46.2K