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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 %
AGM
1
Alpine Global Management
New York
$53.7M +$1.92M +236,096 +4%
BFM
2
Boothbay Fund Management
New York
$49.8M +$1.14M +140,973 +2%
SIA
3
Sit Investment Associates
Minnesota
$46.5M +$46.2M +5,695,216 +16,016%
SC
4
Sculptor Capital
New York
$21.7M +$21.7M +2,666,574 New
Osaic Holdings
5
Osaic Holdings
Arizona
$20.6M -$2.94M -342,148 -12%
RCM
6
Rivernorth Capital Management
Florida
$14.6M +$14.6M +1,803,392 New
LPL Financial
7
LPL Financial
California
$11.1M +$1.88M +231,229 +20%
AIA
8
Absolute Investment Advisers
Florida
$9.98M +$9.98M +1,229,119 New
YCM
9
Yakira Capital Management
Connecticut
$9.73M +$4.26M +524,405 +78%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$8.73M +$8M +984,652 +1,090%
Cohen & Steers
11
Cohen & Steers
New York
$5.97M +$958K +118,018 +19%
CCC
12
Cable Car Capital
California
$5.37M -$91.8K -11,308 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.96M +$791K +97,382 +19%
SWP
14
Stratos Wealth Partners
Ohio
$4.45M +$1.43M +176,282 +47%
Morgan Stanley
15
Morgan Stanley
New York
$4.13M +$387K +47,616 +10%
QL
16
Quarry LP
New York
$4.12M +$4.02M +494,786 +4,052%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.05M -$255K -31,457 -6%
PIA
18
Perennial Investment Advisors
California
$3.66M +$59.1K +7,280 +2%
Raymond James Financial
19
Raymond James Financial
Florida
$2.85M +$291K +35,790 +11%
UFM
20
Ursa Fund Management
California
$2.23M +$2.03M +249,600 +983%
US Bancorp
21
US Bancorp
Minnesota
$2.08M -$33.3K -4,104 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.04M -$22.2K -2,732 -1%
ACA
23
Aptus Capital Advisors
Alabama
$1.77M -$4.73K -583 -0.3%
JWCA
24
J.W. Cole Advisors
Florida
$1.67M +$303K +37,369 +22%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.19M +$356K +43,880 +43%
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