STEW

SRH Total Return Fund

123 hedge funds and large institutions have $266M invested in SRH Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$739K
Osaic Holdings
52
Osaic Holdings
Arizona
$689K
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$644K
GWI
54
Grace & White Inc
New York
$625K
Stifel Financial
55
Stifel Financial
Missouri
$621K
RAM
56
Readystate Asset Management
Illinois
$609K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$565K
MMG
58
Monetary Management Group
Missouri
$508K
KIM
59
Karpus Investment Management
New York
$503K
AAM
60
Advisors Asset Management
Colorado
$451K
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$438K
JIC
62
Joel Isaacson & Co
New York
$425K
MWM
63
Meridian Wealth Management
Kentucky
$418K
CEFA
64
Closed-End Fund Advisors
Virginia
$411K
LFAS
65
Level Four Advisory Services
Texas
$391K
GC
66
Guggenheim Capital
Illinois
$347K
RC
67
Roundview Capital
New Jersey
$330K
NAS
68
NWF Advisory Services
California
$329K
SFG
69
Sather Financial Group
Texas
$328K
AA
70
Ancora Advisors
Ohio
$316K
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$302K
SC
72
Stolper & Co
Oklahoma
$301K
SWP
73
Stratos Wealth Partners
Ohio
$297K
ICMP
74
Integrated Capital Management (Pennsylvania)
Pennsylvania
$286K
WFA
75
WestHill Financial Advisors
California
$276K