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
JP Morgan Chase
101
JP Morgan Chase
New York
$117K
FC
102
Financial Consulate
Maryland
$109K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$107K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$88.5K
NRG
105
Nemes Rush Group
Michigan
$70.1K
TSMHT
106
Thurston Springer Miller Herd & Titak
Indiana
$40.8K
Comerica Bank
107
Comerica Bank
Texas
$32.6K
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$31.5K
MA
109
MCF Advisors
Kentucky
$19.7K
PWPS
110
Pinnacle Wealth Planning Services
Ohio
$19.7K
GPFA
111
Game Plan Financial Advisors
Ohio
$18.5K
OC
112
Optima Capital
Oregon
$18.5K
IIM
113
IFC & Insurance Marketing
California
$17K
MTI
114
Merrithew & Thorsten Inc
California
$16K
KG
115
Kilter Group
New York
$13.4K
AF
116
Advisornet Financial
Minnesota
$9.27K
WA
117
WPG Advisers
Maryland
$7.95K
NSG
118
Nalls Sherbakoff Group
Tennessee
$5.78K
MCM
119
MAI Capital Management
Ohio
$4.15K
LWM
120
Lodestone Wealth Management
Washington
$3.71K
ADL
121
Asset Dedication LLC
California
$3.41K
NL
122
NorthAvenue LLC
Ohio
$3.41K
AssetMark Inc
123
AssetMark Inc
California
$3.1K
SIS
124
Strategic Investment Solutions
Illinois
$1.85K
FFA
125
Farther Finance Advisors
California
$334