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Cornerstone Strategic Value Fund

126 hedge funds and large institutions have $314M invested in Cornerstone Strategic Value Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

60% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 30

4% more funds holding

Funds holding: 121126 (+5)

0.88% less ownership

Funds ownership: 15.9%15.03% (-0.88%)

4% less capital invested

Capital invested by funds: $326M → $314M (-$12.4M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
20
Increased
48
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGM
1
Alpine Global Management
New York
$57.9M +$3.1M +380,985 +6%
BFM
2
Boothbay Fund Management
New York
$53.1M +$2.22M +272,623 +4%
SIA
3
Sit Investment Associates
Minnesota
$49.5M +$2M +246,268 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$28.4M -$72.3K -8,884 -0.3%
SC
5
Sculptor Capital
New York
$23.3M +$1.19M +145,876 +5%
LPL Financial
6
LPL Financial
California
$12M +$732K +89,940 +7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$8.84M +$3.71M +456,498 +75%
YCM
8
Yakira Capital Management
Connecticut
$8.46M -$1.43M -176,116 -15%
RCM
9
Rivernorth Capital Management
Florida
$8.37M -$6.44M -792,077 -44%
Cohen & Steers
10
Cohen & Steers
New York
$5.55M -$529K -65,000 -9%
CCC
11
Cable Car Capital
California
$5.48M -$1.72K -211 -0%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.35M +$215K +26,419 +5%
SWP
13
Stratos Wealth Partners
Ohio
$4.21M -$325K -39,999 -7%
Morgan Stanley
14
Morgan Stanley
New York
$4.15M -$58.1K -7,140 -1%
PIA
15
Perennial Investment Advisors
California
$3.77M +$29.9K +3,675 +0.8%
Raymond James Financial
16
Raymond James Financial
Florida
$2.86M -$47.6K -5,852 -2%
QL
17
Quarry LP
New York
$2.25M -$1.91M -234,661 -46%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.12M +$35.9K +4,414 +2%
JWCA
19
J.W. Cole Advisors
Florida
$1.86M +$148K +18,221 +9%
ACA
20
Aptus Capital Advisors
Alabama
$1.65M -$153K -18,843 -9%
Creative Planning
21
Creative Planning
Kansas
$1.65M +$634K +77,970 +64%
SG
22
StoneX Group
New York
$1.32M +$204K +25,133 +19%
WFA
23
WJ Financial Advisors
Connecticut
$1.25M +$1.23M +150,899 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.21M
WCM
25
Winebrenner Capital Management
Kentucky
$1.11M +$206K +25,328 +23%

CLM Hedge Fund Activity: Q3 2025 in Review

126 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q3 2025, worth a combined $314M — down 3.8% from $326M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CLM positions and 12 closed out — a net gain of 8 holders — while 48 added to existing stakes and 30 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.71M. The largest seller was Absolute Investment Advisers, exiting entirely with an estimated $9.98M sold.

  • 126 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q3 2025, up from 121 in Q2 2025.
  • Funds reported $314M of Cornerstone Strategic Value Fund stock for Q3 2025, down 3.8% quarter-over-quarter.
  • 20 funds opened new Cornerstone Strategic Value Fund positions in Q3 2025 and 12 closed out, a net change of +8 holders.
  • The largest Cornerstone Strategic Value Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $3.71M added.
  • The largest Cornerstone Strategic Value Fund seller in Q3 2025 was Absolute Investment Advisers, an estimated $9.98M sold.

Based on aggregated 13F filings for Q3 2025.