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STEW

SRH Total Return Fund
STEW

110 hedge funds and large institutions have $262M invested in SRH Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

2% more capital invested

Capital invested by funds: $258M → $262M (+$3.94M)

0.9% less ownership

Funds ownership: 16.65% → 15.76% (-0.9%)

5% less funds holding

Funds holding: 116 → 110 (-6)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
1.47%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
6
Increased
40
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
GatePass Capital
Ohio
+$3.18M
2
SC
SouthState Corp
Florida
+$1.65M
3
Bank of America
Bank of America
North Carolina
+$1.47M
4
KIM
Karpus Investment Management
New York
+$1.08M
5
CPRC
Consolidated Portfolio Review Corp
New York
+$991K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$7.38M
2
SA
Sanctuary Advisors
Indiana
-$2.74M
3
WAM
Wolverine Asset Management
Illinois
-$2.2M
4
LCM
Landscape Capital Management
New Jersey
-$1.47M
5
IAA
Independent Advisor Alliance
North Carolina
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$2.69M -$2.2M -132,780 -46%
UBS Group
27
UBS Group
Switzerland
$2.06M +$491K +29,682 +33%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.97M +$88.8K +5,368 +5%
Capstone Investment Advisors
29
Capstone Investment Advisors
New York
$1.93M +$35.6K +2,151 +2%
AWS
30
Atria Wealth Solutions
New York
$1.89M -$52.3K -3,159 -3%
SC
31
SouthState Corp
Florida
$1.73M +$1.65M +100,000 New
HighTower Advisors
32
HighTower Advisors
Illinois
$1.7M -$89.1K -5,386 -5%
OC
33
Oppenheimer & Co
New York
$1.66M +$386K +23,300 +32%
PS
34
Principal Securities
Iowa
$1.62M – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.53M +$19.8K +1,198 +1%
DADC
36
D.A. Davidson & Co
Montana
$1.43M +$40.3K +2,437 +3%
PAS
37
Park Avenue Securities
New York
$1.43M -$265 -16 -0%
KWA
38
Kingswood Wealth Advisors
California
$1.35M +$363K +21,950 +39%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.29M +$16.2K +980 +1%
NA
40
NewEdge Advisors
Louisiana
$1.17M -$123K -7,405 -10%
UPS
41
UHLMANN PRICE SECURITIES
Illinois
$1.15M +$84.6K +5,110 +8%
RAM
42
Readystate Asset Management
Illinois
$1.13M +$619K +37,379 +133%
WSFS
43
Wilmington Savings Fund Society
Delaware
$1.08M – – –
BFM
44
Boothbay Fund Management
New York
$973K – – –
TFCP
45
Twin Focus Capital Partners
Massachusetts
$949K – – –
DA
46
DCF Advisers
Connecticut
$863K -$149K -9,000 -15%
CCFM
47
Clear Creek Financial Management
Washington
$840K – – –
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$839K – – –
Walleye Capital
49
Walleye Capital
New York
$769K -$49.6K -2,995 -6%
Stifel Financial
50
Stifel Financial
Missouri
$699K -$161K -9,700 -19%
1
2
3 4 5

STEW Hedge Fund Activity: Q1 2025 in Review

110 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q1 2025, worth a combined $262M — up 1.5% from $258M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of STEW and 6 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 40 added.

The largest buyer was GatePass Capital, adding an estimated $3.18M. The largest seller was Shaker Financial Services, cutting an estimated $7.38M.

  • 110 institutional investors held SRH Total Return Fund (STEW) as of Q1 2025, down from 116 in Q4 2024.
  • Funds reported $262M of SRH Total Return Fund stock for Q1 2025, up 1.5% quarter-over-quarter.
  • 6 funds opened new SRH Total Return Fund positions in Q1 2025 and 9 closed out, a net change of -3 holders.
  • The largest SRH Total Return Fund buyer in Q1 2025 was GatePass Capital, an estimated $3.18M added.
  • The largest SRH Total Return Fund seller in Q1 2025 was Shaker Financial Services, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2025.