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
WANY
76
Wealthspire Advisors (New York)
New York
$267K
GG
77
Greenwood Gearhart
Arkansas
$257K
HA
78
Hanover Advisors
South Carolina
$254K
HFA
79
High Falls Advisors
New York
$238K
BW
80
Basepoint Wealth
Iowa
$238K
MSAM
81
Moloney Securities Asset Management
Missouri
$235K
HWM
82
Horizon Wealth Management
Illinois
$227K
NFG
83
Nations Financial Group
Iowa
$218K
CLA
84
Carnegie Lake Advisors
New Jersey
$217K
SI
85
Stephens Inc
Arkansas
$210K
Mariner
86
Mariner
Kansas
$208K
Jones Financial Companies
87
Jones Financial Companies
Missouri
$206K
CP
88
Camelot Portfolios
Ohio
$197K
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$189K
SPIA
90
Steward Partners Investment Advisory
New York
$188K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$175K
NS
92
NBC Securities
Alabama
$174K
CSC
93
Caldwell Sutter Capital
California
$171K
CAM
94
Costello Asset Management
Pennsylvania
$169K
CAM
95
Creekmur Asset Management
Illinois
$129K
JP Morgan Chase
96
JP Morgan Chase
New York
$115K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$114K
FC
98
Financial Consulate
Maryland
$106K
GRP
99
Global Retirement Partners
California
$105K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$105K