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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$5.75M
2
JWM
JP Wealth Management
South Carolina
+$5.62M
3
IA
IFG Advisory
Georgia
+$2.85M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.39M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.26M

Top Sellers

1
AC
Almitas Capital
California
-$5.21M
2
SFS
Shaker Financial Services
Virginia
-$3.74M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$3.45M
4
CL
CSS LLC
Illinois
-$2.88M
5
KIM
Karpus Investment Management
New York
-$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.45M +$333K +18,811 +16%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.39M +$2.39M +135,174 New
HighTower Advisors
28
HighTower Advisors
Illinois
$2.14M +$395K +22,345 +23%
Capstone Investment Advisors
29
Capstone Investment Advisors
New York
$1.98M – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.9M -$122K -6,874 -6%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.81M +$250K +14,125 +16%
SC
32
SouthState Corp
Florida
$1.77M – – –
PAS
33
Park Avenue Securities
New York
$1.69M +$227K +12,866 +16%
OC
34
Oppenheimer & Co
New York
$1.68M -$17.5K -991 -1%
PS
35
Principal Securities
Iowa
$1.66M -$128K -7,248 -7%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.48M +$161K +9,126 +12%
DADC
37
D.A. Davidson & Co
Montana
$1.47M +$849 +48 +0.1%
KWA
38
Kingswood Wealth Advisors
California
$1.39M – – –
SFS
39
Shaker Financial Services
Virginia
$1.22M -$3.74M -211,670 -75%
NA
40
NewEdge Advisors
Louisiana
$1.22M +$22.3K +1,261 +2%
UPS
41
UHLMANN PRICE SECURITIES
Illinois
$1.21M +$33.6K +1,900 +3%
WSFS
42
Wilmington Savings Fund Society
Delaware
$1.11M – – –
RAM
43
Readystate Asset Management
Illinois
$1.05M -$111K -6,278 -10%
BFM
44
Boothbay Fund Management
New York
$995K -$1.77K -100 -0.2%
DA
45
DCF Advisers
Connecticut
$884K – – –
CCFM
46
Clear Creek Financial Management
Washington
$845K -$15.9K -900 -2%
TFCP
47
Twin Focus Capital Partners
Massachusetts
$769K -$204K -11,532 -21%
Stifel Financial
48
Stifel Financial
Missouri
$724K +$7.07K +400 +1%
WAM
49
Wolverine Asset Management
Illinois
$706K -$2.05M -116,145 -74%
GWI
50
Grace & White Inc
New York
$646K – – –
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