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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

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
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$46.5M
2
SC
2
Sculptor Capital
New York
$21.7M
3
RCM
3
Rivernorth Capital Management
Florida
$14.6M
4
AIA
4
Absolute Investment Advisers
Florida
$9.98M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$8.73M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$31.7K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20.6M
3
AWS
3
Atria Wealth Solutions
New York
$268K
4
VF
4
Virtu Financial
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$229K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
126
United Capital Financial Advisors
Texas
– -$104K -14,215 Closed
TC
127
TownSquare Capital
Utah
– -$78.7K -10,755 Closed
AC
128
AlphaCore Capital
California
– -$74.3K -10,160 Closed
RIA
129
RPG Investment Advisory
California
– -$74.3K -10,160 Closed
IA
130
IFP Advisors
Florida
– -$31.6K -4,318 Closed
BT
131
Banque Transatlantique
France
– -$27.9K -4,135 Closed
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
– -$8.8K -1,202 Closed
ATC
133
Adirondack Trust Company
New York
– -$2.82K -386 Closed
TWC
134
TD Waterhouse Canada
Ontario, Canada
– -$1.11K -152 Closed
2 3 4 5
6