STEW

SRH Total Return Fund

123 hedge funds and large institutions have $291M invested in SRH Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$3.69M
2 -$2.45M
3 -$1.79M
4
AA
AQR Arbitrage
Connecticut
-$1.62M
5
Wells Fargo
Wells Fargo
California
-$961K
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
51
F.L. Putnam Investment Management
Massachusetts
$698K
Osaic Holdings
52
Osaic Holdings
Arizona
$687K
GWI
53
Grace & White Inc
New York
$678K
WAM
54
Wolverine Asset Management
Illinois
$661K
IA
55
IFG Advisory
Georgia
$654K
RAM
56
Readystate Asset Management
Illinois
$574K
MMG
57
Monetary Management Group
Missouri
$551K
BHPW
58
Beverly Hills Private Wealth
California
$539K
AC
59
Almitas Capital
California
$532K
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$505K
MWM
61
Meridian Wealth Management
Kentucky
$479K
JIC
62
Joel Isaacson & Co
New York
$461K
Calamos Advisors
63
Calamos Advisors
Illinois
$449K
LFAS
64
Level Four Advisory Services
Texas
$410K
CEFA
65
Closed-End Fund Advisors
Virginia
$395K
GC
66
Guggenheim Capital
Illinois
$391K
ICMP
67
Integrated Capital Management (Pennsylvania)
Pennsylvania
$383K
HWMO
68
Heritage Wealth Management (Ohio)
Ohio
$368K
RC
69
Roundview Capital
New Jersey
$357K
SFG
70
Sather Financial Group
Texas
$355K
KAS
71
Kestra Advisory Services
Texas
$344K
AA
72
Ancora Advisors
Ohio
$343K
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$333K
SWP
74
Stratos Wealth Partners
Ohio
$320K
DWM
75
Dakota Wealth Management
Florida
$318K