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Cornerstone Strategic Value Fund

126 hedge funds and large institutions have $245M invested in Cornerstone Strategic Value Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
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
SWM
101
Spire Wealth Management
Virginia
$29.9K
JP Morgan Chase
102
JP Morgan Chase
New York
$25.4K
TFGT
103
TS Financial Group (TSFG)
Illinois
$21K
APW
104
Aventura Private Wealth
Florida
$20.9K
GAFA
105
Garton & Associates Financial Advisors
Kentucky
$20.9K
PA
106
Parallel Advisors
California
$16.2K
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$16K
SS
108
Sunbelt Securities
Texas
$12.2K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$10.4K
TJHA
110
Thomas J. Herzfeld Advisors
Florida
$8.86K
AT
111
Avalon Trust
New Mexico
$8.36K
GGI
112
Godsey & Gibb Inc
Virginia
$8.36K
DSC
113
Duncker Streett & Co
Missouri
$8.36K
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$8K
RBC
115
Roble Belko & Company
Pennsylvania
$8K
GA
116
GoalVest Advisory
New York
$7.76K
WIA
117
World Investment Advisors
California
$6.9K
MCM
118
MAI Capital Management
Ohio
$5.02K
HWP
119
Highline Wealth Partners
California
$3.34K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$1K
PAM
121
Parvin Asset Management
South Dakota
$560
HI
122
Harbour Investments
Wisconsin
$318
TAM
123
Tucker Asset Management
Colorado
$118
Wells Fargo
124
Wells Fargo
California
$18
DB
125
Danske Bank
Denmark
$17