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STEW

SRH Total Return Fund

128 hedge funds and large institutions have $293M invested in SRH Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

11% more funds holding

Funds holding: 115128 (+13)

6% more capital invested

Capital invested by funds: $276M → $293M (+$16.6M)

0.6% more ownership

Funds ownership: 15.77%16.37% (+0.6%)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
19
Increased
41
Reduced
36
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.82M -$961K -53,470 -26%
AA
27
AQR Arbitrage
Connecticut
$2.54M -$1.62M -90,079 -40%
PS
28
Principal Securities
Iowa
$2.53M +$201K +11,205 +9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.32M +$52.1K +2,900 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.18M +$7.03K +391 +0.3%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.12M -$48.5K -2,698 -2%
Capstone Investment Advisors
32
Capstone Investment Advisors
New York
$2.07M
SFS
33
Shaker Financial Services
Virginia
$2.01M -$1.79M -99,752 -48%
PAS
34
Park Avenue Securities
New York
$1.96M -$26.4K -1,470 -1%
SC
35
SouthState Corp
Florida
$1.85M
UPS
36
UHLMANN PRICE SECURITIES
Illinois
$1.58M +$283K +15,741 +23%
DADC
37
D.A. Davidson & Co
Montana
$1.54M +$862 +48 +0.1%
UBS Group
38
UBS Group
Switzerland
$1.52M -$678K -37,736 -32%
KWA
39
Kingswood Wealth Advisors
California
$1.47M +$19.8K +1,100 +1%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.39M +$48.2K +2,685 +4%
P
41
&Partners
Tennessee
$1.32M +$761K +42,362 +146%
OC
42
Oppenheimer & Co
New York
$1.26M -$327K -18,191 -21%
NA
43
NewEdge Advisors
Louisiana
$1.2M -$89.9K -5,005 -7%
BFM
44
Boothbay Fund Management
New York
$1.04M
AA
45
Advisory Advocates
Michigan
$1.03M +$999K +55,597 New
DA
46
DCF Advisers
Connecticut
$927K
CCFM
47
Clear Creek Financial Management
Washington
$831K -$32.3K -1,800 -4%
TFCP
48
Twin Focus Capital Partners
Massachusetts
$806K
WA
49
WealthTrust Axiom
Pennsylvania
$758K +$85.8K +4,775 +13%
PAG
50
Private Advisor Group
New Jersey
$738K +$35.3K +1,963 +5%