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Cornerstone Strategic Value Fund

127 hedge funds and large institutions have $245M invested in Cornerstone Strategic Value Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 126127 (+1)

3.42% less ownership

Funds ownership: 15.03%11.6% (-3.4%)

22% less capital invested

Capital invested by funds: $314M → $245M (-$68.9M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
51
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$141K +$35K +4,237 +33%
CCG
77
Capital CS Group
California
$138K +$2.08K +252 +2%
AWA
78
A4 Wealth Advisors
North Carolina
$134K -$97.4K -11,772 -42%
Ameriprise
79
Ameriprise
Minnesota
$133K -$116 -14 -0.1%
Goldman Sachs
80
Goldman Sachs
New York
$125K +$124K +15,000 New
DC
81
Davenport & Co
Virginia
$107K
MFWP
82
Mosaic Family Wealth Partners
Missouri
$105K +$5.4K +653 +6%
NAS
83
NWF Advisory Services
California
$105K +$103K +12,500 New
LFG
84
Larson Financial Group
Missouri
$101K +$4.13K +499 +4%
AF
85
Allworth Financial
California
$99.6K -$21.2K -2,566 -18%
RWA
86
Redhawk Wealth Advisors
Minnesota
$99.4K -$106K -12,862 -52%
HIA
87
Harbor Investment Advisory
Maryland
$93.7K
OIA
88
OneDigital Investment Advisors
Kansas
$90K +$4.13K +500 +5%
MCC
89
Money Concepts Capital
Florida
$88.6K -$43.8K -5,300 -33%
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$85.2K +$84.3K +10,189 New
Millennium Management
91
Millennium Management
New York
$85K -$136K -16,403 -62%
KWM
92
Kingsview Wealth Management
Oregon
$83.6K
MFGM
93
Marshall Financial Group (Maryland)
Maryland
$83.6K
VA
94
Valmark Advisers
Ohio
$83.6K
AssetMark Inc
95
AssetMark Inc
California
$66.5K +$49.5K +5,989 +304%
ACM
96
Anfield Capital Management
California
$54.6K
US Bancorp
97
US Bancorp
Minnesota
$54.4K
FFA
98
Farther Finance Advisors
California
$48.5K +$8.27K +1,000 +21%
AUB
99
Atlantic Union Bankshares
Virginia
$46K
SIS
100
Sound Income Strategies
Florida
$40.6K

CLM Hedge Fund Activity: Q4 2025 in Review

127 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q4 2025, worth a combined $245M — down 22% from $314M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLM positions and 15 closed out — a net gain of 2 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was PFG Investments, adding an estimated $24.5M. The largest seller was Alpine Global Management, cutting an estimated $48.4M.

  • 127 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q4 2025, up from 126 in Q3 2025.
  • Funds reported $245M of Cornerstone Strategic Value Fund stock for Q4 2025, down 22% quarter-over-quarter.
  • 17 funds opened new Cornerstone Strategic Value Fund positions in Q4 2025 and 15 closed out, a net change of +2 holders.
  • The largest Cornerstone Strategic Value Fund buyer in Q4 2025 was PFG Investments, an estimated $24.5M added.
  • The largest Cornerstone Strategic Value Fund seller in Q4 2025 was Alpine Global Management, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2025.