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Cornerstone Strategic Value Fund

118 hedge funds and large institutions have $318M invested in Cornerstone Strategic Value Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.58%
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
50
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
101
Sound Income Strategies
Florida
$39.5K -$633 -78 -2%
FFA
102
Farther Finance Advisors
California
$39K +$13.5K +1,666 +53%
Bank of America
103
Bank of America
North Carolina
$31.7K -$15.7M -1,929,770 -100%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$21K +$11.7K +1,450 +127%
TFGT
105
TS Financial Group (TSFG)
Illinois
$19K +$18.9K +2,334 +13,729%
AssetMark Inc
106
AssetMark Inc
California
$16K -$35.4K -4,362 -69%
SS
107
Sunbelt Securities
Texas
$10.1K -$687 -80 -6%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$9.74K -$154 -19 -2%
AAS
109
Ameritas Advisory Services
Nebraska
$9.68K +$9.68K +1,191 New
AT
110
Avalon Trust
New Mexico
$8.12K -$8.38K -1,032 -51%
GGI
111
Godsey & Gibb Inc
Virginia
$8.12K -$130 -16 -2%
DF
112
Dunhill Financial
United Kingdom
$6.95K +$6.95K +856 New
PS
113
Principal Securities
Iowa
$5.68K -$89 -11 -2%
SIC
114
Salem Investment Counselors
North Carolina
$5.68K -$89 -11 -2%
HI
115
Harbour Investments
Wisconsin
$309 -$8 -1 -3%
Wells Fargo
116
Wells Fargo
California
$23 -$8 -1 -25%
SPIA
117
Steward Partners Investment Advisory
New York
$4 -$47.8K -11,953 -100%
VF
118
Virtu Financial
New York
-$1.1M -150,698 Closed
AG
119
AmeriFlex Group
Nevada
-$532K -72,746 Closed
IC
120
IEQ Capital
California
-$405K -55,408 Closed
IA
121
Integrity Alliance
Iowa
-$388K -52,995 Closed
AC
122
Almitas Capital
California
-$361K -49,342 Closed
GC
123
Grimes & Company
Massachusetts
-$334K -45,604 Closed
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
-$201K -27,491 Closed
BW
125
BIP Wealth
Georgia
-$119K -16,256 Closed