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
NS
101
NBC Securities
Alabama
$155K
GRP
102
Global Retirement Partners
California
$148K
JP Morgan Chase
103
JP Morgan Chase
New York
$117K
FC
104
Financial Consulate
Maryland
$109K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$107K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$88.5K
NRG
107
Nemes Rush Group
Michigan
$70.1K
TSMHT
108
Thurston Springer Miller Herd & Titak
Indiana
$40.8K
Comerica Bank
109
Comerica Bank
Texas
$32.6K
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$31.5K
MA
111
MCF Advisors
Kentucky
$19.7K
PWPS
112
Pinnacle Wealth Planning Services
Ohio
$19.7K
GPFA
113
Game Plan Financial Advisors
Ohio
$18.5K
OC
114
Optima Capital
Oregon
$18.5K
IIM
115
IFC & Insurance Marketing
California
$17K
MTI
116
Merrithew & Thorsten Inc
California
$16K
KG
117
Kilter Group
New York
$13.4K
AF
118
Advisornet Financial
Minnesota
$9.27K
WA
119
WPG Advisers
Maryland
$7.95K
NSG
120
Nalls Sherbakoff Group
Tennessee
$5.78K
MCM
121
MAI Capital Management
Ohio
$4.15K
LWM
122
Lodestone Wealth Management
Washington
$3.71K
ADL
123
Asset Dedication LLC
California
$3.41K
NL
124
NorthAvenue LLC
Ohio
$3.41K
AssetMark Inc
125
AssetMark Inc
California
$3.1K