STEW

SRH Total Return Fund
STEW

Overview Fund Activity

107 hedge funds and large institutions have $254M invested in SRH Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-7
Holders Change %
-6.14%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
5
Increased
38
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
SouthState Corp
Florida
$1.73M
2
Bank of America
2
Bank of America
North Carolina
$4.32M
3
KIM
3
Karpus Investment Management
New York
$8.78M
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$3.48M
5
JWM
5
JP Wealth Management
South Carolina
$16.7M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$4.85M
2
WAM
2
Wolverine Asset Management
Illinois
$2.69M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.06M +$512K +29,682 +33%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.97M +$92.6K +5,368 +5%
Capstone Investment Advisors
28
Capstone Investment Advisors
New York
$1.93M +$37.1K +2,151 +2%
AWS
29
Atria Wealth Solutions
New York
$1.89M -$54.5K -3,159 -3%
SC
30
SouthState Corp
Florida
$1.73M +$1.73M +100,000 New
HighTower Advisors
31
HighTower Advisors
Illinois
$1.7M -$92.9K -5,386 -5%
OC
32
Oppenheimer & Co
New York
$1.66M +$402K +23,300 +32%
PS
33
Principal Securities
Iowa
$1.62M – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.53M +$20.7K +1,198 +1%
DADC
35
D.A. Davidson & Co
Montana
$1.43M +$42K +2,437 +3%
PAS
36
Park Avenue Securities
New York
$1.43M -$276 -16 -0%
KWA
37
Kingswood Wealth Advisors
California
$1.35M +$379K +21,950 +39%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.29M +$16.9K +980 +1%
NA
39
NewEdge Advisors
Louisiana
$1.17M -$128K -7,405 -10%
UPS
40
UHLMANN PRICE SECURITIES
Illinois
$1.15M +$88.2K +5,110 +8%
RAM
41
Readystate Asset Management
Illinois
$1.13M +$645K +37,379 +133%
WSFS
42
Wilmington Savings Fund Society
Delaware
$1.08M – – –
BFM
43
Boothbay Fund Management
New York
$973K – – –
TFCP
44
Twin Focus Capital Partners
Massachusetts
$949K – – –
DA
45
DCF Advisers
Connecticut
$863K -$155K -9,000 -15%
CCFM
46
Clear Creek Financial Management
Washington
$840K – – –
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$839K – – –
Walleye Capital
48
Walleye Capital
New York
$769K -$51.7K -2,995 -6%
Stifel Financial
49
Stifel Financial
Missouri
$699K -$167K -9,700 -19%
GWI
50
Grace & White Inc
New York
$631K – – –
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