Cornerstone Strategic Value Fund
121 hedge funds and large institutions have $326M invested in Cornerstone Strategic Value Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
66% more capital invested
Capital invested by funds: $197M → $326M (+$129M)
5.11% more ownership
Funds ownership: 10.79% → 15.9% (+5.1%)
6% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 16
2% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 51
0% more funds holding
Funds holding: 121 → 121 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$42M |
| 2 |
SC
Sculptor Capital
New York
|
+$19.7M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$13.3M |
| 4 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$9.07M |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$7.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$14.2M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$1.29M |
| 3 |
VF
Virtu Financial
New York
|
-$1.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$547K |
| 5 |
AG
AmeriFlex Group
Las Vegas,
Nevada
|
-$532K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
126
Grimes & Company
Westborough,
Massachusetts
| – | -$334K | -45,604 | Closed |
|
127
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$201K | -27,491 | Closed |
|
|
BW
128
BIP Wealth
Atlanta,
Georgia
| – | -$119K | -16,256 | Closed |
|
|
UCFA
129
United Capital Financial Advisors
Irving,
Texas
| – | -$104K | -14,215 | Closed |
|
|
TC
130
TownSquare Capital
Provo,
Utah
| – | -$78.7K | -10,755 | Closed |
|
|
AC
131
AlphaCore Capital
La Jolla,
California
| – | -$74.3K | -10,160 | Closed |
|
|
RIA
132
RPG Investment Advisory
Pleasanton,
California
| – | -$74.3K | -10,160 | Closed |
|
|
IA
133
IFP Advisors
Tampa,
Florida
| – | -$31.6K | -4,318 | Closed |
|
134
JP Morgan Chase
New York
| – | -$8.79K | -1,202 | Closed |
|
|
ATC
135
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$2.82K | -386 | Closed |
|
|
TWC
136
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$1.11K | -152 | Closed |
|
CLM Hedge Fund Activity: Q2 2025 in Review
121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q2 2025, worth a combined $326M — up 66% from $197M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CLM positions and 16 closed out — a net gain of 1 holder — while 52 added to existing stakes and 51 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $42M. The largest seller was Bank of America, cutting an estimated $14.2M.
- 121 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $326M of Cornerstone Strategic Value Fund stock for Q2 2025, up 66% quarter-over-quarter.
- 17 funds opened new Cornerstone Strategic Value Fund positions in Q2 2025 and 16 closed out, a net change of +1 holder.
- The largest Cornerstone Strategic Value Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $42M added.
- The largest Cornerstone Strategic Value Fund seller in Q2 2025 was Bank of America, an estimated $14.2M sold.
Based on aggregated 13F filings for Q2 2025.