STEW

SRH Total Return Fund

126 hedge funds and large institutions have $292M invested in SRH Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
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
DWM
76
Dakota Wealth Management
Florida
$318K
WFA
77
WestHill Financial Advisors
California
$300K
WA
78
Waverly Advisors
Alabama
$282K
WANY
79
Wealthspire Advisors (New York)
New York
$272K
NCM
80
Nitor Capital Management
New Jersey
$262K
GG
81
Greenwood Gearhart
Arkansas
$262K
Citadel Advisors
82
Citadel Advisors
Florida
$261K
HA
83
Hanover Advisors
South Carolina
$259K
SC
84
Stolper & Co
Oklahoma
$259K
HFA
85
High Falls Advisors
New York
$245K
BW
86
Basepoint Wealth
Iowa
$245K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$240K
HWM
88
Horizon Wealth Management
Illinois
$232K
DI
89
Decision Investments
California
$216K
SI
90
Stephens Inc
Arkansas
$215K
NFG
91
Nations Financial Group
Iowa
$213K
Jones Financial Companies
92
Jones Financial Companies
Missouri
$208K
CP
93
Camelot Portfolios
Ohio
$201K
CLA
94
Carnegie Lake Advisors
New Jersey
$199K
SPIA
95
Steward Partners Investment Advisory
New York
$198K
Mariner
96
Mariner
Kansas
$186K
CSC
97
Caldwell Sutter Capital
California
$174K
CAM
98
Costello Asset Management
Pennsylvania
$157K
NS
99
NBC Securities
Alabama
$155K
GRP
100
Global Retirement Partners
California
$148K