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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
AGM
1
Alpine Global Management
New York
$49.6M +$44.6M +5,674,519 +498%
BFM
2
Boothbay Fund Management
New York
$49.1M +$42.9M +5,459,213 +425%
PI
3
PFG Investments
New York
$30M +$8.84M +1,125,223 +38%
QL
4
Quarry LP
New York
$25.4M +$17.7M +2,253,957 +182%
Osaic Holdings
5
Osaic Holdings
Arizona
$23.7M -$959K -122,134 -4%
SC
6
Sculptor Capital
New York
$22.9M +$1.38M +175,853 +6%
LPL Financial
7
LPL Financial
California
$17.6M +$4.86M +619,212 +34%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$9.87M +$1.22M +155,132 +13%
CCC
9
Cable Car Capital
California
$9.75M +$4.62M +588,316 +89%
WAM
10
Warberg Asset Management
Illinois
$7.59M +$8.18M +1,041,935 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.57M +$3.76M +478,353 +85%
Morgan Stanley
12
Morgan Stanley
New York
$4.77M +$755K +96,062 +17%
Cohen & Steers
13
Cohen & Steers
New York
$4.59M -$196K -25,000 -4%
PIA
14
Perennial Investment Advisors
California
$3.46M +$80.1K +10,202 +2%
WFA
15
WJ Financial Advisors
Connecticut
$3.24M +$1.43M +181,900 +69%
AC
16
Almitas Capital
California
$3.22M +$3.47M +442,014 New
Raymond James Financial
17
Raymond James Financial
Florida
$2.75M +$75.5K +9,610 +3%
SWP
18
Stratos Wealth Partners
Ohio
$2.49M -$2.23M -283,574 -45%
YCM
19
Yakira Capital Management
Connecticut
$2.23M -$1.42M -180,495 -37%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.14M +$77.5K +9,869 +3%
Creative Planning
21
Creative Planning
Kansas
$1.48M +$195K +24,843 +14%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.16M -$5.87K -747 -0.5%
SIA
23
Sit Investment Associates
Minnesota
$1.15M -$35.2M -4,482,184 -97%
WCM
24
Winebrenner Capital Management
Kentucky
$1.15M +$165K +21,046 +15%
SG
25
StoneX Group
New York
$1.13M +$95.6K +12,175 +9%