STEW

SRH Total Return Fund

111 hedge funds and large institutions have $276M invested in SRH Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
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
$687K
GWI
52
Grace & White Inc
New York
$664K
WA
53
WealthTrust Axiom
Pennsylvania
$656K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$531K
P
55
&Partners
Tennessee
$526K
MMG
56
Monetary Management Group
Missouri
$507K
BHPW
57
Beverly Hills Private Wealth
California
$499K
MWM
58
Meridian Wealth Management
Kentucky
$470K
JIC
59
Joel Isaacson & Co
New York
$452K
HWMO
60
Heritage Wealth Management (Ohio)
Ohio
$402K
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$400K
LFAS
62
Level Four Advisory Services
Texas
$397K
GC
63
Guggenheim Capital
Illinois
$391K
RC
64
Roundview Capital
New Jersey
$389K
ICMP
65
Integrated Capital Management (Pennsylvania)
Pennsylvania
$355K
SFG
66
Sather Financial Group
Texas
$348K
AA
67
Ancora Advisors
Ohio
$336K
Calamos Advisors
68
Calamos Advisors
Illinois
$333K
WA
69
Waverly Advisors
Alabama
$326K
SC
70
Stolper & Co
Oklahoma
$325K
NAS
71
NWF Advisory Services
California
$323K
KAS
72
Kestra Advisory Services
Texas
$318K
SWP
73
Stratos Wealth Partners
Ohio
$312K
DWM
74
Dakota Wealth Management
Florida
$311K
WFA
75
WestHill Financial Advisors
California
$294K