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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
NS
101
NBC Securities
Alabama
$155K -$22.7K -1,262 -13%
GRP
102
Global Retirement Partners
California
$148K +$39.8K +2,218 +38%
JP Morgan Chase
103
JP Morgan Chase
New York
$117K
FC
104
Financial Consulate
Maryland
$109K +$988 +55 +0.9%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$107K +$180 +10 +0.2%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$88.5K -$26.9K -1,500 -24%
NRG
107
Nemes Rush Group
Michigan
$70.1K +$647 +36 +1%
TSMHT
108
Thurston Springer Miller Herd & Titak
Indiana
$40.8K +$35.9K +2,000 +1,000%
Comerica Bank
109
Comerica Bank
Texas
$32.6K -$42.1K -2,341 -57%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$31.5K +$30.5K +1,700 New
MA
111
MCF Advisors
Kentucky
$19.7K
PWPS
112
Pinnacle Wealth Planning Services
Ohio
$19.7K +$19K +1,060 New
GPFA
113
Game Plan Financial Advisors
Ohio
$18.5K
OC
114
Optima Capital
Oregon
$18.5K +$18K +1,000 New
IIM
115
IFC & Insurance Marketing
California
$17K +$16.1K +898 New
MTI
116
Merrithew & Thorsten Inc
California
$16K +$16.4K +912 New
KG
117
Kilter Group
New York
$13.4K +$126 +7 +1%
AF
118
Advisornet Financial
Minnesota
$9.27K
WA
119
WPG Advisers
Maryland
$7.95K -$1.99K -111 -21%
NSG
120
Nalls Sherbakoff Group
Tennessee
$5.78K
MCM
121
MAI Capital Management
Ohio
$4.15K +$4.02K +224 New
LWM
122
Lodestone Wealth Management
Washington
$3.71K +$3.59K +200 New
ADL
123
Asset Dedication LLC
California
$3.41K
NL
124
NorthAvenue LLC
Ohio
$3.41K +$3.31K +184 New
AssetMark Inc
125
AssetMark Inc
California
$3.1K