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 %
WA
51
WealthTrust Axiom
Pennsylvania
$623K – – –
Osaic Holdings
52
Osaic Holdings
Arizona
$592K +$17.4K +1,006 +3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$548K +$17.9K +1,038 +3%
HWMO
54
Heritage Wealth Management (Ohio)
Ohio
$510K -$33.1K -1,918 -6%
MMG
55
Monetary Management Group
Missouri
$481K +$274K +15,900 +133%
JIC
56
Joel Isaacson & Co
New York
$450K +$450K +26,087 New
P
57
&Partners
Tennessee
$409K +$43.2K +2,512 +12%
PAG
58
Private Advisor Group
New Jersey
$397K +$35.6K +2,064 +10%
BHPW
59
Beverly Hills Private Wealth
California
$391K +$391K +22,642 New
RC
60
Roundview Capital
New Jersey
$374K +$34.7K +2,010 +10%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$358K -$3.5K -203 -1%
DWM
62
Dakota Wealth Management
Florida
$341K +$9.49K +550 +3%
Millennium Management
63
Millennium Management
New York
$338K -$25.2K -1,459 -7%
AA
64
Ancora Advisors
Ohio
$338K -$26.9K -1,560 -7%
LFAS
65
Level Four Advisory Services
Texas
$336K +$16.6K +964 +5%
SFG
66
Sather Financial Group
Texas
$330K – – –
SC
67
Stolper & Co
Oklahoma
$309K -$2.62K -152 -0.8%
NAS
68
NWF Advisory Services
California
$307K +$307K +17,800 New
Calamos Advisors
69
Calamos Advisors
Illinois
$282K -$11.3K -654 -4%
WFA
70
WestHill Financial Advisors
California
$279K – – –
CLA
71
Carnegie Lake Advisors
New Jersey
$278K -$8.84K -513 -3%
WA
72
Waverly Advisors
Alabama
$260K +$742 +43 +0.3%
WANY
73
Wealthspire Advisors (New York)
New York
$253K – – –
SWP
74
Stratos Wealth Partners
Ohio
$250K +$1.5K +87 +0.6%
ICMP
75
Integrated Capital Management (Pennsylvania)
Pennsylvania
$245K +$2.81K +163 +1%
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3
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