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Cornerstone Strategic Value Fund

127 hedge funds and large institutions have $245M invested in Cornerstone Strategic Value Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 126127 (+1)

3.42% less ownership

Funds ownership: 15.03%11.6% (-3.4%)

22% less capital invested

Capital invested by funds: $314M → $245M (-$68.9M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
51
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$38.8M -$11.1M -1,336,818 -22%
Osaic Holdings
2
Osaic Holdings
Arizona
$28.2M -$939K -113,519 -3%
PI
3
PFG Investments
New York
$25.1M +$24.5M +2,958,789 +7,583%
SC
4
Sculptor Capital
New York
$24.8M +$1.28M +155,286 +6%
LPL Financial
5
LPL Financial
California
$15.1M +$2.9M +350,079 +24%
BFM
6
Boothbay Fund Management
New York
$10.7M -$42.4M -5,123,212 -80%
QL
7
Quarry LP
New York
$10.3M +$7.96M +962,972 +354%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$10M +$1.1M +133,163 +12%
AGM
9
Alpine Global Management
New York
$9.53M -$48.4M -5,853,967 -84%
CCC
10
Cable Car Capital
California
$5.53M +$571 +69 +0%
Cohen & Steers
11
Cohen & Steers
New York
$5.47M -$124K -15,000 -2%
SWP
12
Stratos Wealth Partners
Ohio
$5.23M +$973K +117,607 +23%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.7M +$300K +36,309 +7%
Morgan Stanley
14
Morgan Stanley
New York
$4.67M +$479K +57,973 +12%
YCM
15
Yakira Capital Management
Connecticut
$4.07M -$4.42M -534,446 -52%
PIA
16
Perennial Investment Advisors
California
$3.89M +$88.2K +10,661 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$3.07M +$181K +21,892 +6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.38M +$235K +28,405 +11%
WFA
19
WJ Financial Advisors
Connecticut
$2.2M +$927K +112,116 +74%
JWCA
20
J.W. Cole Advisors
Florida
$1.81M -$37.3K -4,515 -2%
KA
21
Kovack Advisors
Florida
$1.77M +$1.75M +211,213 New
ACA
22
Aptus Capital Advisors
Alabama
$1.69M +$22.2K +2,684 +1%
Jane Street
23
Jane Street
New York
$1.51M +$932K +112,742 +167%
Creative Planning
24
Creative Planning
Kansas
$1.49M -$173K -20,858 -10%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.34M +$364K +43,980 +38%

CLM Hedge Fund Activity: Q4 2025 in Review

127 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q4 2025, worth a combined $245M — down 22% from $314M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLM positions and 15 closed out — a net gain of 2 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was PFG Investments, adding an estimated $24.5M. The largest seller was Alpine Global Management, cutting an estimated $48.4M.

  • 127 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q4 2025, up from 126 in Q3 2025.
  • Funds reported $245M of Cornerstone Strategic Value Fund stock for Q4 2025, down 22% quarter-over-quarter.
  • 17 funds opened new Cornerstone Strategic Value Fund positions in Q4 2025 and 15 closed out, a net change of +2 holders.
  • The largest Cornerstone Strategic Value Fund buyer in Q4 2025 was PFG Investments, an estimated $24.5M added.
  • The largest Cornerstone Strategic Value Fund seller in Q4 2025 was Alpine Global Management, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2025.