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.

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
1
Thomas J. Herzfeld Advisors
Florida
$5.76M
2
JWM
2
JP Wealth Management
South Carolina
$22.7M
3
IA
3
IFG Advisory
Georgia
$2.85M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.39M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$10.8M

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 %
WA
51
WealthTrust Axiom
Pennsylvania
$639K 36,120 – –
PAG
52
Private Advisor Group
New Jersey
$587K 33,213 +10,192 +44%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$518K 29,306 -2,452 -8%
MMG
54
Monetary Management Group
Missouri
$493K 27,900 – –
Osaic Holdings
55
Osaic Holdings
Arizona
$485K 30,177 -4,126 -12%
JIC
56
Joel Isaacson & Co
New York
$440K 24,867 -1,220 -5%
BHPW
57
Beverly Hills Private Wealth
California
$438K 24,766 +2,124 +9%
P
58
&Partners
Tennessee
$417K 23,564 -248 -1%
HWMO
59
Heritage Wealth Management (Ohio)
Ohio
$414K 23,408 -6,133 -21%
RC
60
Roundview Capital
New Jersey
$384K 21,708 +9 +0%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$375K 21,219 +439 +2%
LFAS
62
Level Four Advisory Services
Texas
$353K 19,951 +491 +3%
SFG
63
Sather Financial Group
Texas
$348K 19,710 +551 +3%
AA
64
Ancora Advisors
Ohio
$346K 19,581 – –
SC
65
Stolper & Co
Oklahoma
$317K 17,912 – –
KAS
66
Kestra Advisory Services
Texas
$309K 17,505 +17,505 New
DWM
67
Dakota Wealth Management
Florida
$309K 17,455 -2,315 -12%
WFA
68
WestHill Financial Advisors
California
$286K 16,168 – –
ICMP
69
Integrated Capital Management (Pennsylvania)
Pennsylvania
$281K 15,889 +1,666 +12%
WA
70
Waverly Advisors
Alabama
$267K 15,119 +41 +0.3%
Calamos Advisors
71
Calamos Advisors
Illinois
$266K 15,040 -1,308 -8%
WANY
72
Wealthspire Advisors (New York)
New York
$260K 14,678 – –
SWP
73
Stratos Wealth Partners
Ohio
$258K 14,591 +85 +0.6%
CLA
74
Carnegie Lake Advisors
New Jersey
$253K 14,307 -1,822 -11%
HA
75
Hanover Advisors
South Carolina
$247K 13,976 – –
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3
4 5