Who Owns Cornerstone Strategic Investment Fund, Inc. (CLM)?Hedge Fund & Institutional Holders

$7.48+0.02 (+0.27%)TechnologyAMEX

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.7000000250610002e+280T

% of Float Held

—

QoQ Change in Holders

+11 / -4

Price History

$6.66$7.30$7.94$8.57$9.21Sep 24Jun 25Mar 26

CLM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PFG Investments, LLCNew Position+3.0M+$25.1B
Quarry LPIncreased+963K+$8.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+285K+$2.0B
J.W. COLE ADVISORS, INC.New Position+220K+$1.8B
WINEBRENNER CAPITAL MANAGEMENT LLCNew Position+137K+$1.1B
Stratos Wealth Partners, LTD.Increased+118K+$1.0B
Savvy Advisors, Inc.New Position+109K+$909.0M
Sculptor Capital LPIncreased+155K+$712.9M
Encompass More Asset ManagementNew Position+81K+$676.0M
CoreCap Advisors, LLCNew Position+42K+$354.0M
Vantage Financial Partners, LLCNew Position+17K+$141.0M
Perennial Investment Advisors, LLCIncreased+11K+$125.4M
NWF Advisory Services Inc.New Position+13K+$104.0M
MONEY CONCEPTS CAPITAL CORPNew Position+11K+$88.0M
Valmark Advisers, Inc.New Position+10K+$83.0M

CLM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BOOTHBAY FUND MANAGEMENT, LLCDecreased-5.1M-$53.1B
RIVERNORTH CAPITAL MANAGEMENT, LLCClosed Position-1.0M-$8.4B
Yakira Capital Management, Inc.Decreased-534K-$4.4B
Creative PlanningDecreased-21K-$1.6B
OSAIC HOLDINGS, INC.Decreased-114K-$1.4B
StoneX Group Inc.Decreased-16K-$1.3B
HighTower Advisors, LLCDecreased-8K-$569.4M
Strategic Financial Concepts, LLCClosed Position-66K-$548.1M
STIFEL FINANCIAL CORPDecreased-4K-$418.4M
AMERIFLEX GROUP, INC.Decreased-37K-$300.9M
Rockefeller Capital Management L.P.Decreased-522-$224.9M
MILLENNIUM MANAGEMENT LLCDecreased-16K-$220.0M
Fisher Asset Management, LLCClosed Position-26K-$212.0M
CITADEL ADVISORS LLCClosed Position-25K-$207.9M
AMERIPRISE FINANCIAL INCDecreased-14-$131.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.3,344,090$27.0B0.04%Share
2PFG Investments, LLC2,997,808$25.1B1.18%Share
3Sculptor Capital LP2,967,736$24.0B0.25%Share
4Quarry LP1,235,307$10.3B1.62%Share
5Cable Car Capital, LP661,683$5.5B0.18%Share
6Stratos Wealth Partners, LTD.626,085$5.2B0.06%Share
7Yakira Capital Management, Inc.487,207$4.1B1.37%Share
8Perennial Investment Advisors, LLC465,564$3.9B0.31%Share
9RAYMOND JAMES FINANCIAL INC264,054$2.0B0.00%Share
10COMMONWEALTH EQUITY SERVICES, LLC284,559$2.0B0.00%Share
11J.W. COLE ADVISORS, INC.219,637$1.8B0.04%Share
12WINEBRENNER CAPITAL MANAGEMENT LLC136,754$1.1B0.76%Share
13Baird Financial Group, Inc.160,360$1.0B0.00%Share
14Savvy Advisors, Inc.108,760$909.0M0.03%Share
15CREATIVE FINANCIAL DESIGNS INC /ADV91,109$761.0M0.05%Share
16Encompass More Asset Management80,973$676.0M0.12%Share
17Garden State Investment Advisory Services LLC52,080$435.0M0.10%Share
18CoreCap Advisors, LLC42,400$354.0M0.01%Share
19MARK SHEPTOFF FINANCIAL PLANNING, LLC34,913$291.0M0.14%Share
20Buska Wealth Management, LLC28,633$239.0M0.09%Share
21AMERIFLEX GROUP, INC.28,000$234.0M0.12%Share
22HF Advisory Group, LLC23,575$197.0M0.07%Share
23FIRETHORN WEALTH PARTNERS, LLC19,762$165.0M0.06%Share
24BECKER CAPITAL MANAGEMENT INC19,471$162.0M0.00%Share
25INTEGRITY ALLIANCE, LLC.17,642$147.0M0.01%Share
26UBS Group AG17,634$147.0M0.00%Share
27Vantage Financial Partners, LLC16,927$141.0M0.03%Share
28NWF Advisory Services Inc.12,500$104.0M0.01%Share
29MOSAIC FAMILY WEALTH PARTNERS, LLC12,516$104.0M0.01%Share
30MONEY CONCEPTS CAPITAL CORP10,601$88.0M0.00%Share
31Marshall Financial Group, LLC10,000$83.0M0.02%Share
32Valmark Advisers, Inc.10,000$83.0M0.00%Share
33ASSETMARK, INC7,960$66.0M0.00%Share
34Anfield Capital Management, LLC6,528$54.0M0.02%Share
35US BANCORP \DE\6,505$54.0M0.00%Share
36Farther Finance Advisors, LLC5,804$48.0M0.00%Share
37Kovack Advisors, Inc.211,213$45.0M0.00%Share
38Sound Income Strategies, LLC4,864$40.0M0.00%Share
39SIT INVESTMENT ASSOCIATES INC4,640,226$38.0M0.76%Share
40Spire Wealth Management3,572$29.0M0.00%Share
41LPL Financial LLC1,802,318$15.0M0.00%Share
42Sunbelt Securities, Inc.1,463$12.0M0.00%Share
43BOOTHBAY FUND MANAGEMENT, LLC1,285,340$10.0M0.15%Share
44Cetera Investment Advisers1,200,246$10.0M0.01%Share
45Alpine Global Management, LLC1,139,814$9.5M1.62%Share
46Thomas J. Herzfeld Advisors, Inc.1,060$8.0M0.00%Share
47GoalVest Advisory LLC928$7.0M0.00%Share
48COHEN & STEERS, INC.654,931$5.5M0.01%Share
49MORGAN STANLEY558,876$4.0M0.00%Share
50Cambridge Investment Research Advisors, Inc.561,577$4.0M0.01%Share

CLM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025127$118.9B+34
Q3 202593$177.2B-17
Q2 2025110$159.6B-9
Q1 2025119$135.4B+5
Q4 2024114$2.8T+28
Q3 202486$57.8T+3
Q2 202483$49.5T+10
Q1 202473$43.4T—

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As of Q4 2025, 50 institutional investors hold CLM (Cornerstone Strategic Investment Fund, Inc.). The largest holder is OSAIC HOLDINGS, INC. with $27.0B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own CLM?

As of Q4 2025, 50 institutional investors report holding CLM (Cornerstone Strategic Investment Fund, Inc.) in their 13F filings.

Who is the largest institutional holder of CLM?

The largest institutional holder of CLM is OSAIC HOLDINGS, INC. with $27.0B in shares.

Is institutional ownership of CLM increasing or decreasing?

This quarter, 11 institutions opened new positions in CLM and 4 closed their positions.