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Cornerstone Strategic Value Fund

126 hedge funds and large institutions have $314M invested in Cornerstone Strategic Value Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
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
AUB
101
Atlantic Union Bankshares
Virginia
$45.5K
SIS
102
Sound Income Strategies
Florida
$41.2K
FFA
103
Farther Finance Advisors
California
$39.8K
TFGT
104
TS Financial Group (TSFG)
Illinois
$20K
IA
105
IFP Advisors
Florida
$16.6K
AssetMark Inc
106
AssetMark Inc
California
$16.3K
AAP
107
Arax Advisory Partners
Colorado
$15.9K
APW
108
Aventura Private Wealth
Florida
$12.4K
SS
109
Sunbelt Securities
Texas
$11.5K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$10.3K
AAS
111
Ameritas Advisory Services
Nebraska
$10.2K
KFP
112
Keener Financial Planning
Texas
$9K
GGI
113
Godsey & Gibb Inc
Virginia
$8.28K
AT
114
Avalon Trust
New Mexico
$8.28K
DSC
115
Duncker Streett & Co
Missouri
$8.28K
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$8K
MCM
117
MAI Capital Management
Ohio
$7.94K
GA
118
GoalVest Advisory
New York
$7.68K
PS
119
Principal Securities
Iowa
$5.8K
SIC
120
Salem Investment Counselors
North Carolina
$5.8K
HWP
121
Highline Wealth Partners
California
$3.31K
TRCT
122
Tower Research Capital (TRC)
New York
$1.71K
HI
123
Harbour Investments
Wisconsin
$315
Wells Fargo
124
Wells Fargo
California
$43
DB
125
Danske Bank
Denmark
$17