STEW

SRH Total Return Fund

123 hedge funds and large institutions have $291M invested in SRH Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
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
FC
101
Financial Consulate
Maryland
$109K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$107K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$88.5K
NRG
104
Nemes Rush Group
Michigan
$70.1K
TSMHT
105
Thurston Springer Miller Herd & Titak
Indiana
$40.8K
Comerica Bank
106
Comerica Bank
Texas
$32.6K
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$31.5K
MA
108
MCF Advisors
Kentucky
$19.7K
PWPS
109
Pinnacle Wealth Planning Services
Ohio
$19.7K
GPFA
110
Game Plan Financial Advisors
Ohio
$18.5K
OC
111
Optima Capital
Oregon
$18.5K
IIM
112
IFC & Insurance Marketing
California
$17K
MTI
113
Merrithew & Thorsten Inc
California
$16K
KG
114
Kilter Group
New York
$13.4K
AF
115
Advisornet Financial
Minnesota
$9.27K
WA
116
WPG Advisers
Maryland
$7.95K
MCM
117
MAI Capital Management
Ohio
$4.15K
LWM
118
Lodestone Wealth Management
Washington
$3.71K
ADL
119
Asset Dedication LLC
California
$3.41K
AssetMark Inc
120
AssetMark Inc
California
$3.1K
SIS
121
Strategic Investment Solutions
Illinois
$1.85K
FFA
122
Farther Finance Advisors
California
$334
AF
123
Allworth Financial
California
$148
CYG
124
Clean Yield Group
Vermont
$1
CPRC
125
Consolidated Portfolio Review Corp
New York