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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
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
Bank of America
101
Bank of America
North Carolina
$32.6K
AAP
102
Arax Advisory Partners
Colorado
$31.2K
SWM
103
Spire Wealth Management
Virginia
$29.9K
JP Morgan Chase
104
JP Morgan Chase
New York
$25.4K
TFGT
105
TS Financial Group (TSFG)
Illinois
$21K
APW
106
Aventura Private Wealth
Florida
$20.9K
GAFA
107
Garton & Associates Financial Advisors
Kentucky
$20.9K
PA
108
Parallel Advisors
California
$16.2K
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$16K
SS
110
Sunbelt Securities
Texas
$12.2K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$10.4K
TJHA
112
Thomas J. Herzfeld Advisors
Florida
$8.86K
AT
113
Avalon Trust
New Mexico
$8.36K
GGI
114
Godsey & Gibb Inc
Virginia
$8.36K
DSC
115
Duncker Streett & Co
Missouri
$8.36K
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$8K
RBC
117
Roble Belko & Company
Pennsylvania
$8K
GA
118
GoalVest Advisory
New York
$7.76K
MCM
119
MAI Capital Management
Ohio
$5.02K
HWP
120
Highline Wealth Partners
California
$3.34K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1K
PAM
122
Parvin Asset Management
South Dakota
$560
HI
123
Harbour Investments
Wisconsin
$318
TAM
124
Tucker Asset Management
Colorado
$118
Wells Fargo
125
Wells Fargo
California
$18