SRH Total Return Fund
STEW
128 hedge funds and large institutions have $350M invested in SRH Total Return Fund in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
29% more capital invested
Capital invested by funds: $270M → $350M (+$79.5M)
26% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 35
3.87% more ownership
Funds ownership: 16.39% → 20.27% (+3.9%)
2% more funds holding
Funds holding: 126 → 128 (+2)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$62M |
| 2 |
Rockefeller Capital Management
New York
|
+$2.72M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.33M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.5M |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$2.65M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.9M |
| 3 |
Morgan Stanley
New York
|
-$1.63M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.03M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$736K |
STEW Hedge Fund Activity: Q2 2026 in Review
128 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q2 2026, worth a combined $350M — up 29% from $270M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new STEW positions and 9 closed out — a net gain of 3 holders — while 44 added to existing stakes and 35 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $62M. The largest seller was Lloyd Advisory Services, exiting entirely with an estimated $2.65M sold.
- 128 institutional investors held SRH Total Return Fund (STEW) as of Q2 2026, up from 126 in Q1 2026.
- Funds reported $350M of SRH Total Return Fund stock for Q2 2026, up 29% quarter-over-quarter.
- 12 funds opened new SRH Total Return Fund positions in Q2 2026 and 9 closed out, a net change of +3 holders.
- The largest SRH Total Return Fund buyer in Q2 2026 was Atlas Wealth, an estimated $62M added.
- The largest SRH Total Return Fund seller in Q2 2026 was Lloyd Advisory Services, an estimated $2.65M sold.
Based on aggregated 13F filings for Q2 2026.