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Cornerstone Strategic Value Fund

138 hedge funds and large institutions have $310M invested in Cornerstone Strategic Value Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

132% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 25

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $245M → $310M (+$64.9M)

9% more funds holding

Funds holding: 127138 (+11)

5.21% more ownership

Funds ownership: 11.6%16.81% (+5.2%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.7%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
58
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
101
Evergreen Wealth Partners
Montana
$83.9K +$90.6K +11,531 New
HIA
102
Harbor Investment Advisory
Maryland
$81.6K
OIA
103
OneDigital Investment Advisors
Kansas
$78.3K
EHC
104
Everett Harris & Co
California
$74.3K +$80.2K +10,205 New
VA
105
Valmark Advisers
Ohio
$72.9K +$126 +16 +0.2%
MFGM
106
Marshall Financial Group (Maryland)
Maryland
$72.8K
ACM
107
Anfield Capital Management
California
$47.5K
US Bancorp
108
US Bancorp
Minnesota
$47.4K
FFA
109
Farther Finance Advisors
California
$42.8K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$41K +$29.2K +3,720 +195%
AUB
111
Atlantic Union Bankshares
Virginia
$40K
SIS
112
Sound Income Strategies
Florida
$35.9K
SWM
113
Spire Wealth Management
Virginia
$26.6K +$691 +88 +2%
FGA
114
Fortis Group Advisors
New Jersey
$24.9K +$26.9K +3,426 New
GSEP
115
Golden State Equity Partners
California
$24.1K +$26K +3,304 New
AssetMark Inc
116
AssetMark Inc
California
$21.9K -$38.9K -4,949 -62%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$21K +$15.3K +1,943 +194%
TFGT
118
TS Financial Group (TSFG)
Illinois
$20K +$1.12K +143 +6%
APW
119
Aventura Private Wealth
Florida
$18.2K
SS
120
Sunbelt Securities
Texas
$11.3K +$652 +83 +6%
TRCT
121
Tower Research Capital (TRC)
New York
$10K +$10.8K +1,377 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$9.1K
TJHA
123
Thomas J. Herzfeld Advisors
Florida
$8.15K +$471 +60 +6%
AT
124
Avalon Trust
New Mexico
$7.28K
DSC
125
Duncker Streett & Co
Missouri
$7.28K