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
Holders
128
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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$333K
SWP
77
Stratos Wealth Partners
Ohio
$320K
DWM
78
Dakota Wealth Management
Florida
$318K
WFA
79
WestHill Financial Advisors
California
$300K
WA
80
Waverly Advisors
Alabama
$282K
WANY
81
Wealthspire Advisors (New York)
New York
$272K
NCM
82
Nitor Capital Management
New Jersey
$262K
GG
83
Greenwood Gearhart
Arkansas
$262K
Citadel Advisors
84
Citadel Advisors
Florida
$261K
HA
85
Hanover Advisors
South Carolina
$259K
SC
86
Stolper & Co
Oklahoma
$259K
HFA
87
High Falls Advisors
New York
$245K
BW
88
Basepoint Wealth
Iowa
$245K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$240K
HWM
90
Horizon Wealth Management
Illinois
$232K
DI
91
Decision Investments
California
$216K
SI
92
Stephens Inc
Arkansas
$215K
NFG
93
Nations Financial Group
Iowa
$213K
Jones Financial Companies
94
Jones Financial Companies
Missouri
$208K
CP
95
Camelot Portfolios
Ohio
$201K
CLA
96
Carnegie Lake Advisors
New Jersey
$199K
SPIA
97
Steward Partners Investment Advisory
New York
$198K
Mariner
98
Mariner
Kansas
$186K
CSC
99
Caldwell Sutter Capital
California
$174K
CAM
100
Costello Asset Management
Pennsylvania
$157K