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Cornerstone Strategic Value Fund

126 hedge funds and large institutions have $314M invested in Cornerstone Strategic Value Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
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
CCG
76
Capital CS Group
California
$135K
Ameriprise
77
Ameriprise
Minnesota
$132K
MCC
78
Money Concepts Capital
Florida
$132K
MWM
79
Meridian Wealth Management
Kentucky
$127K
AF
80
Allworth Financial
California
$120K
PPW
81
Pasadena Private Wealth
California
$117K
Mariner
82
Mariner
Kansas
$113K
DC
83
Davenport & Co
Virginia
$106K
NA
84
NewEdge Advisors
Louisiana
$105K
EWM
85
Empirical Wealth Management
Washington
$100K
IWC
86
Integrated Wealth Concepts
Massachusetts
$97.8K
MFWP
87
Mosaic Family Wealth Partners
Missouri
$97.7K
LFG
88
Larson Financial Group
Missouri
$95.9K
HIA
89
Harbor Investment Advisory
Maryland
$92.8K
OIA
90
OneDigital Investment Advisors
Kansas
$85K
SIMG
91
Sonora Investment Management Group
Arizona
$83.9K
VA
92
Valmark Advisers
Ohio
$82.8K
MFGM
93
Marshall Financial Group (Maryland)
Maryland
$82.8K
KWM
94
Kingsview Wealth Management
Oregon
$82.8K
NFSG
95
Newbridge Financial Services Group
Florida
$82.8K
TJHA
96
Thomas J. Herzfeld Advisors
Florida
$79K
GWSG
97
GPS Wealth Strategies Group
Colorado
$66.3K
ACM
98
Anfield Capital Management
California
$54.1K
US Bancorp
99
US Bancorp
Minnesota
$53.9K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$46.8K