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STEW

SRH Total Return Fund
STEW

115 hedge funds and large institutions have $276M invested in SRH Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more capital invested

Capital invested by funds: $269M → $276M (+$7.68M)

1% more funds holding

Funds holding: 114 → 115 (+1)

0.02% more ownership

Funds ownership: 15.75% → 15.77% (+0.02%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
8
Increased
41
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.5M
2
Cohen & Steers
Cohen & Steers
New York
+$1.11M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$893K
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$876K
5
LPL Financial
LPL Financial
California
+$664K

Top Sellers

Rank Fund Capital Flow
1
IA
IFG Advisory
Georgia
-$2.2M
2
AA
AQR Arbitrage
Connecticut
-$1.6M
3
KIM
Karpus Investment Management
New York
-$1.56M
4
Morgan Stanley
Morgan Stanley
New York
-$1.29M
5
WSFS
Wilmington Savings Fund Society
Delaware
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RL
26
RPO LLC
Connecticut
$3.07M – – –
Two Sigma Investments
27
Two Sigma Investments
New York
$2.45M – – –
PS
28
Principal Securities
Iowa
$2.27M +$562K +31,288 +33%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.22M +$268K +14,928 +14%
UBS Group
30
UBS Group
Switzerland
$2.17M -$338K -18,811 -14%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.13M +$265K +14,742 +14%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.12M -$74.7K -4,157 -3%
Capstone Investment Advisors
33
Capstone Investment Advisors
New York
$2.03M – – –
PAS
34
Park Avenue Securities
New York
$1.94M +$205K +11,433 +12%
SC
35
SouthState Corp
Florida
$1.82M – – –
OC
36
Oppenheimer & Co
New York
$1.57M -$158K -8,791 -9%
DADC
37
D.A. Davidson & Co
Montana
$1.51M +$844 +47 +0.1%
KWA
38
Kingswood Wealth Advisors
California
$1.42M – – –
RAM
39
Readystate Asset Management
Illinois
$1.34M +$262K +14,580 +25%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.32M -$205K -11,399 -14%
NA
41
NewEdge Advisors
Louisiana
$1.27M +$11.1K +616 +0.9%
UPS
42
UHLMANN PRICE SECURITIES
Illinois
$1.26M +$11.5K +640 +0.9%
BFM
43
Boothbay Fund Management
New York
$1.02M – – –
WAM
44
Wolverine Asset Management
Illinois
$987K +$259K +14,393 +36%
DA
45
DCF Advisers
Connecticut
$908K – – –
CCFM
46
Clear Creek Financial Management
Washington
$846K -$21.6K -1,200 -3%
TFCP
47
Twin Focus Capital Partners
Massachusetts
$790K – – –
Stifel Financial
48
Stifel Financial
Missouri
$759K +$15.7K +874 +2%
Osaic Holdings
49
Osaic Holdings
Arizona
$732K +$59K +3,282 +9%
IA
50
IFG Advisory
Georgia
$708K -$2.2M -122,478 -76%
1
2
3 4 5

STEW Hedge Fund Activity: Q3 2025 in Review

115 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q3 2025, worth a combined $276M — up 2.9% from $269M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STEW positions and 7 closed out — a net gain of 1 holder — while 41 added to existing stakes and 30 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.5M. The largest seller was IFG Advisory, cutting an estimated $2.2M.

  • 115 institutional investors held SRH Total Return Fund (STEW) as of Q3 2025, up from 114 in Q2 2025.
  • Funds reported $276M of SRH Total Return Fund stock for Q3 2025, up 2.9% quarter-over-quarter.
  • 8 funds opened new SRH Total Return Fund positions in Q3 2025 and 7 closed out, a net change of +1 holder.
  • The largest SRH Total Return Fund buyer in Q3 2025 was Shaker Financial Services, an estimated $2.5M added.
  • The largest SRH Total Return Fund seller in Q3 2025 was IFG Advisory, an estimated $2.2M sold.

Based on aggregated 13F filings for Q3 2025.