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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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$333K -$73K -4,066 -18%
SWP
77
Stratos Wealth Partners
Ohio
$320K +$1.54K +86 +0.5%
DWM
78
Dakota Wealth Management
Florida
$318K
WFA
79
WestHill Financial Advisors
California
$300K
WA
80
Waverly Advisors
Alabama
$282K -$49.8K -2,774 -15%
WANY
81
Wealthspire Advisors (New York)
New York
$272K
NCM
82
Nitor Capital Management
New Jersey
$262K +$254K +14,151 New
GG
83
Greenwood Gearhart
Arkansas
$262K
Citadel Advisors
84
Citadel Advisors
Florida
$261K +$253K +14,056 New
HA
85
Hanover Advisors
South Carolina
$259K
SC
86
Stolper & Co
Oklahoma
$259K -$292K -16,241 -91%
HFA
87
High Falls Advisors
New York
$245K +$2.23K +124 +0.9%
BW
88
Basepoint Wealth
Iowa
$245K +$2.08K +116 +0.9%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$240K +$58.9K +3,279 +34%
HWM
90
Horizon Wealth Management
Illinois
$232K
DI
91
Decision Investments
California
$216K +$209K +11,641 New
SI
92
Stephens Inc
Arkansas
$215K
NFG
93
Nations Financial Group
Iowa
$213K -$8.98K -500 -4%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$208K -$1.8K -100 -0.9%
CP
95
Camelot Portfolios
Ohio
$201K
CLA
96
Carnegie Lake Advisors
New Jersey
$199K -$21.6K -1,200 -10%
SPIA
97
Steward Partners Investment Advisory
New York
$198K +$5.39K +300 +3%
Mariner
98
Mariner
Kansas
$186K -$25.5K -1,417 -12%
CSC
99
Caldwell Sutter Capital
California
$174K
CAM
100
Costello Asset Management
Pennsylvania
$157K -$14.9K -827 -9%