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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
Stifel Financial
51
Stifel Financial
Missouri
$725K -$48.2K -2,685 -6%
FLPIM
52
F.L. Putnam Investment Management
Massachusetts
$698K +$677K +37,673 New
Osaic Holdings
53
Osaic Holdings
Arizona
$687K -$46.1K -2,567 -6%
GWI
54
Grace & White Inc
New York
$678K
WAM
55
Wolverine Asset Management
Illinois
$661K -$336K -18,681 -34%
IA
56
IFG Advisory
Georgia
$654K -$66.9K -3,721 -10%
RAM
57
Readystate Asset Management
Illinois
$574K -$768K -42,726 -58%
MMG
58
Monetary Management Group
Missouri
$551K +$32.3K +1,800 +6%
BHPW
59
Beverly Hills Private Wealth
California
$539K +$29.4K +1,634 +6%
AC
60
Almitas Capital
California
$532K +$516K +28,719 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$505K -$35.4K -1,968 -7%
MWM
62
Meridian Wealth Management
Kentucky
$479K
JIC
63
Joel Isaacson & Co
New York
$461K
Calamos Advisors
64
Calamos Advisors
Illinois
$449K +$106K +5,886 +32%
LFAS
65
Level Four Advisory Services
Texas
$410K +$4.54K +253 +1%
CEFA
66
Closed-End Fund Advisors
Virginia
$395K +$383K +21,298 New
GC
67
Guggenheim Capital
Illinois
$391K -$8.61K -479 -2%
NAS
68
NWF Advisory Services
California
$388K +$56.6K +3,150 +18%
ICMP
69
Integrated Capital Management (Pennsylvania)
Pennsylvania
$383K +$19.4K +1,078 +6%
HWMO
70
Heritage Wealth Management (Ohio)
Ohio
$368K -$41.4K -2,302 -10%
ZCP
71
Z3 Capital Partners
Virginia
$362K +$351K +19,525 New
RC
72
Roundview Capital
New Jersey
$357K -$39K -2,168 -10%
SFG
73
Sather Financial Group
Texas
$355K
KAS
74
Kestra Advisory Services
Texas
$344K +$18.6K +1,035 +6%
AA
75
Ancora Advisors
Ohio
$343K