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Cornerstone Strategic Value Fund

124 hedge funds and large institutions have $314M invested in Cornerstone Strategic Value Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
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
SIS
101
Sound Income Strategies
Florida
$41.2K
FFA
102
Farther Finance Advisors
California
$39.8K
TFGT
103
TS Financial Group (TSFG)
Illinois
$20K
IA
104
IFP Advisors
Florida
$16.6K
AssetMark Inc
105
AssetMark Inc
California
$16.3K
AAP
106
Arax Advisory Partners
Colorado
$15.9K
SS
107
Sunbelt Securities
Texas
$11.5K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$10.3K
AAS
109
Ameritas Advisory Services
Nebraska
$10.2K
KFP
110
Keener Financial Planning
Texas
$9K
GGI
111
Godsey & Gibb Inc
Virginia
$8.28K
AT
112
Avalon Trust
New Mexico
$8.28K
DSC
113
Duncker Streett & Co
Missouri
$8.28K
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$8K
MCM
115
MAI Capital Management
Ohio
$7.94K
GA
116
GoalVest Advisory
New York
$7.68K
PS
117
Principal Securities
Iowa
$5.8K
SIC
118
Salem Investment Counselors
North Carolina
$5.8K
HWP
119
Highline Wealth Partners
California
$3.31K
TRCT
120
Tower Research Capital (TRC)
New York
$1.71K
HI
121
Harbour Investments
Wisconsin
$315
Wells Fargo
122
Wells Fargo
California
$43
DB
123
Danske Bank
Denmark
$17
SPIA
124
Steward Partners Investment Advisory
New York
$4
AIA
125
Absolute Investment Advisers
Florida