STEW

SRH Total Return Fund

123 hedge funds and large institutions have $266M invested in SRH Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
101
Rothschild Investment LLC
Illinois
$85.5K
NRG
102
Nemes Rush Group
Michigan
$65.4K
TSMHT
103
Thurston Springer Miller Herd & Titak
Indiana
$40.2K
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$29.4K
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$26.3K
MA
106
MCF Advisors
Kentucky
$18.1K
GPFA
107
Game Plan Financial Advisors
Ohio
$17.1K
MTI
108
Merrithew & Thorsten Inc
California
$15K
KG
109
Kilter Group
New York
$12.5K
AF
110
Allworth Financial
California
$8.69K
AF
111
Advisornet Financial
Minnesota
$8.55K
HI
112
Harbour Investments
Wisconsin
$7.87K
PWPS
113
Pinnacle Wealth Planning Services
Ohio
$5.63K
MCM
114
MAI Capital Management
Ohio
$3.83K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$3.76K
WA
116
WPG Advisers
Maryland
$3.57K
LWM
117
Lodestone Wealth Management
Washington
$3.42K
ADL
118
Asset Dedication LLC
California
$3.15K
NL
119
NorthAvenue LLC
Ohio
$3.15K
AssetMark Inc
120
AssetMark Inc
California
$2.86K
RFP
121
Root Financial Partners
California
$1.28K
FFA
122
Farther Finance Advisors
California
$311
CYG
123
Clean Yield Group
Vermont
$1
AA
124
AQR Arbitrage
Connecticut
NA
125
NewEdge Advisors
Louisiana