STEW

SRH Total Return Fund
STEW

Overview Fund Activity

110 hedge funds and large institutions have $260M invested in SRH Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
11
Increased
40
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$7.1M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$5.76M
3
JWM
3
JP Wealth Management
South Carolina
$22.7M
4
IA
4
IFG Advisory
Georgia
$2.85M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.39M

Top Sellers

1
AC
1
Almitas Capital
California
$0
2
SFS
2
Shaker Financial Services
Virginia
$1.22M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$17.1M
4
CL
4
CSS LLC
Illinois
$8.16M
5
KIM
5
Karpus Investment Management
New York
$6.59M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.45M 138,329 +18,811 +16%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.39M 135,174 +135,174 New
HighTower Advisors
28
HighTower Advisors
Illinois
$2.14M 121,019 +22,345 +23%
Capstone Investment Advisors
29
Capstone Investment Advisors
New York
$1.98M 111,819 – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.9M 107,281 -6,874 -6%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.81M 102,649 +14,125 +16%
SC
32
SouthState Corp
Florida
$1.77M 100,000 – –
PAS
33
Park Avenue Securities
New York
$1.69M 95,541 +12,866 +16%
OC
34
Oppenheimer & Co
New York
$1.68M 95,080 -991 -1%
PS
35
Principal Securities
Iowa
$1.66M 93,940 -7,248 -7%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.48M 83,893 +9,126 +12%
DADC
37
D.A. Davidson & Co
Montana
$1.47M 82,969 +48 +0.1%
KWA
38
Kingswood Wealth Advisors
California
$1.39M 78,375 – –
SFS
39
Shaker Financial Services
Virginia
$1.22M 69,216 -211,670 -75%
NA
40
NewEdge Advisors
Louisiana
$1.22M 69,123 +1,261 +2%
UPS
41
UHLMANN PRICE SECURITIES
Illinois
$1.21M 68,666 +1,900 +3%
WSFS
42
Wilmington Savings Fund Society
Delaware
$1.11M 62,500 – –
RAM
43
Readystate Asset Management
Illinois
$1.05M 59,121 -6,278 -10%
BFM
44
Boothbay Fund Management
New York
$995K 56,297 -100 -0.2%
DA
45
DCF Advisers
Connecticut
$884K 50,000 – –
CCFM
46
Clear Creek Financial Management
Washington
$845K 47,800 -900 -2%
TFCP
47
Twin Focus Capital Partners
Massachusetts
$769K 43,487 -11,532 -21%
Stifel Financial
48
Stifel Financial
Missouri
$724K 40,935 +400 +1%
WAM
49
Wolverine Asset Management
Illinois
$706K 39,958 -116,145 -74%
GWI
50
Grace & White Inc
New York
$646K 36,560 – –
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