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Cornerstone Strategic Value Fund

138 hedge funds and large institutions have $310M invested in Cornerstone Strategic Value Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

132% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 25

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $245M → $310M (+$64.9M)

9% more funds holding

Funds holding: 127138 (+11)

5.21% more ownership

Funds ownership: 11.6%16.81% (+5.2%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.7%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
58
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGI
126
Godsey & Gibb Inc
Virginia
$7.28K
RBC
127
Roble Belko & Company
Pennsylvania
$7K
GA
128
GoalVest Advisory
New York
$6.76K
HI
129
Harbour Investments
Wisconsin
$5.68K +$5.83K +742 +1,953%
MCM
130
MAI Capital Management
Ohio
$4.37K
HWP
131
Highline Wealth Partners
California
$2.91K
PAM
132
Parvin Asset Management
South Dakota
$488
GCP
133
Gill Capital Partners
Colorado
$211 +$228 +29 New
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$102 -$1.19K -151 -92%
WA
135
Walsh & Associates
Florida
$80 +$86 +11 New
Wells Fargo
136
Wells Fargo
California
$31 +$16 +2 +100%
DB
137
Danske Bank
Denmark
$22 +$8 +1 +50%
SPIA
138
Steward Partners Investment Advisory
New York
$4
JWCA
139
J.W. Cole Advisors
Florida
-$1.81M -219,637 Closed
MSFP
140
Mark Sheptoff Financial Planning
Connecticut
-$292K -34,913 Closed
OFO
141
OneAscent Family Office
Alabama
-$284K -34,000 Closed
Goldman Sachs
142
Goldman Sachs
New York
-$125K -15,000 Closed
MCC
143
Money Concepts Capital
Florida
-$88.6K -10,601 Closed
Millennium Management
144
Millennium Management
New York
-$85K -10,171 Closed
Bank of America
145
Bank of America
North Carolina
-$32.6K -3,895 Closed
AAP
146
Arax Advisory Partners
Colorado
-$31.2K -3,731 Closed
GAFA
147
Garton & Associates Financial Advisors
Kentucky
-$20.9K -2,500 Closed
PA
148
Parallel Advisors
California
-$16.2K -1,941 Closed