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Cornerstone Strategic Value Fund

121 hedge funds and large institutions have $326M invested in Cornerstone Strategic Value Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

66% more capital invested

Capital invested by funds: $197M → $326M (+$129M)

5.11% more ownership

Funds ownership: 10.79%15.9% (+5.1%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

0% more funds holding

Funds holding: 121121 (0)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
17
Increased
52
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
101
Park Square Financial Group
Georgia
$46.2K -$671 -91 -2%
SIS
102
Sound Income Strategies
Florida
$39.5K -$575 -78 -2%
FFA
103
Farther Finance Advisors
California
$39K +$12.3K +1,666 +53%
Bank of America
104
Bank of America
North Carolina
$31.7K -$14.2M -1,929,770 -100%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$21K +$10.7K +1,450 +127%
TFGT
106
TS Financial Group (TSFG)
Illinois
$19K +$17.2K +2,334 +13,729%
AssetMark Inc
107
AssetMark Inc
California
$16K -$32.2K -4,362 -69%
APW
108
Aventura Private Wealth
Florida
$12.2K +$3.57K +484 +48%
SS
109
Sunbelt Securities
Texas
$10.1K -$590 -80 -6%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$9.74K -$140 -19 -2%
AAS
111
Ameritas Advisory Services
Nebraska
$9.68K +$8.79K +1,191 New
AT
112
Avalon Trust
New Mexico
$8.12K -$7.61K -1,032 -51%
GGI
113
Godsey & Gibb Inc
Virginia
$8.12K -$118 -16 -2%
DF
114
Dunhill Financial
United Kingdom
$6.95K +$6.32K +856 New
PS
115
Principal Securities
Iowa
$5.68K -$81 -11 -2%
SIC
116
Salem Investment Counselors
North Carolina
$5.68K -$81 -11 -2%
HI
117
Harbour Investments
Wisconsin
$309 -$7 -1 -3%
Wells Fargo
118
Wells Fargo
California
$23 -$7 -1 -25%
DB
119
Danske Bank
Denmark
$16 -$15 -2 -50%
SPIA
120
Steward Partners Investment Advisory
New York
$4 -$88.2K -11,953 -100%
VF
121
Virtu Financial
New York
-$1.1M -150,698 Closed
AG
122
AmeriFlex Group
Nevada
-$532K -72,746 Closed
IC
123
IEQ Capital
California
-$405K -55,408 Closed
IA
124
Integrity Alliance
Iowa
-$388K -52,995 Closed
AC
125
Almitas Capital
California
-$361K -49,342 Closed

CLM Hedge Fund Activity: Q2 2025 in Review

121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q2 2025, worth a combined $326M — up 66% from $197M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLM positions and 16 closed out — a net gain of 1 holder — while 52 added to existing stakes and 51 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $42M. The largest seller was Bank of America, cutting an estimated $14.2M.

  • 121 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $326M of Cornerstone Strategic Value Fund stock for Q2 2025, up 66% quarter-over-quarter.
  • 17 funds opened new Cornerstone Strategic Value Fund positions in Q2 2025 and 16 closed out, a net change of +1 holder.
  • The largest Cornerstone Strategic Value Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $42M added.
  • The largest Cornerstone Strategic Value Fund seller in Q2 2025 was Bank of America, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2025.