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Cornerstone Strategic Value Fund

127 hedge funds and large institutions have $245M invested in Cornerstone Strategic Value Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 126127 (+1)

3.42% less ownership

Funds ownership: 15.03%11.6% (-3.4%)

22% less capital invested

Capital invested by funds: $314M → $245M (-$68.9M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
51
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
101
Bank of America
North Carolina
$32.6K +$32.2K +3,895 New
AAP
102
Arax Advisory Partners
Colorado
$31.2K +$15K +1,808 +94%
SWM
103
Spire Wealth Management
Virginia
$29.9K +$29.5K +3,572 New
JP Morgan Chase
104
JP Morgan Chase
New York
$25.4K +$25.1K +3,032 New
TFGT
105
TS Financial Group (TSFG)
Illinois
$21K +$1.1K +133 +5%
APW
106
Aventura Private Wealth
Florida
$20.9K +$8.27K +1,000 +67%
GAFA
107
Garton & Associates Financial Advisors
Kentucky
$20.9K +$20.7K +2,500 New
PA
108
Parallel Advisors
California
$16.2K +$16.1K +1,941 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$16K -$30.9K -3,739 -66%
SS
110
Sunbelt Securities
Texas
$12.2K +$629 +76 +5%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$10.4K
TJHA
112
Thomas J. Herzfeld Advisors
Florida
$8.86K -$70.1K -8,479 -89%
AT
113
Avalon Trust
New Mexico
$8.36K
DSC
114
Duncker Streett & Co
Missouri
$8.36K
GGI
115
Godsey & Gibb Inc
Virginia
$8.36K
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$8K
RBC
117
Roble Belko & Company
Pennsylvania
$8K +$7.43K +898 New
GA
118
GoalVest Advisory
New York
$7.76K
MCM
119
MAI Capital Management
Ohio
$5.02K -$2.97K -359 -37%
HWP
120
Highline Wealth Partners
California
$3.34K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.36K +165 New
PAM
122
Parvin Asset Management
South Dakota
$560 +$554 +67 New
HI
123
Harbour Investments
Wisconsin
$318
TAM
124
Tucker Asset Management
Colorado
$118 +$116 +14 New
Wells Fargo
125
Wells Fargo
California
$18 -$25 -3 -60%

CLM Hedge Fund Activity: Q4 2025 in Review

127 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q4 2025, worth a combined $245M — down 22% from $314M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLM positions and 15 closed out — a net gain of 2 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was PFG Investments, adding an estimated $24.5M. The largest seller was Alpine Global Management, cutting an estimated $48.4M.

  • 127 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q4 2025, up from 126 in Q3 2025.
  • Funds reported $245M of Cornerstone Strategic Value Fund stock for Q4 2025, down 22% quarter-over-quarter.
  • 17 funds opened new Cornerstone Strategic Value Fund positions in Q4 2025 and 15 closed out, a net change of +2 holders.
  • The largest Cornerstone Strategic Value Fund buyer in Q4 2025 was PFG Investments, an estimated $24.5M added.
  • The largest Cornerstone Strategic Value Fund seller in Q4 2025 was Alpine Global Management, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2025.