STEW

SRH Total Return Fund

107 hedge funds and large institutions have $254M invested in SRH Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
107
Holders Change
-7
Holders Change %
-6.14%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
5
Increased
38
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
76
Hanover Advisors
South Carolina
$241K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$232K
HFA
78
High Falls Advisors
New York
$222K +$2.19K +127 +1%
HWM
79
Horizon Wealth Management
Illinois
$216K
HVP
80
Hudson Value Partners
Florida
$211K
NFG
81
Nations Financial Group
Iowa
$207K
SI
82
Stephens Inc
Arkansas
$200K
CP
83
Camelot Portfolios
Ohio
$187K
CSC
84
Caldwell Sutter Capital
California
$185K
BMM
85
Buffington Mohr McNeal
Idaho
$185K
Jones Financial Companies
86
Jones Financial Companies
Missouri
$169K +$10.7K +625 +7%
NS
87
NBC Securities
Alabama
$164K +$164K +9,522 +105,800%
CAM
88
Costello Asset Management
Pennsylvania
$154K +$154K +8,931 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$136K
SPIA
90
Steward Partners Investment Advisory
New York
$130K -$66.3K -3,842 -34%
CAM
91
Creekmur Asset Management
Illinois
$121K +$949 +55 +0.8%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$109K
GPFA
93
Game Plan Financial Advisors
Ohio
$104K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$99K +$858 +50 +0.9%
Comerica Bank
95
Comerica Bank
Texas
$71.1K -$1.28K -74 -2%
NRG
96
Nemes Rush Group
Michigan
$63.4K +$621 +36 +1%
GWM
97
Geneos Wealth Management
Colorado
$47.4K +$45.5K +2,635 +2,332%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$34.5K
MA
99
MCF Advisors
Kentucky
$18.3K
TSMHT
100
Thurston Springer Miller Herd & Titak
Indiana
$12.1K