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 %
WA
51
WealthTrust Axiom
Pennsylvania
$639K – – –
PAG
52
Private Advisor Group
New Jersey
$587K +$180K +10,192 +44%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$518K -$43.4K -2,452 -8%
MMG
54
Monetary Management Group
Missouri
$493K – – –
Osaic Holdings
55
Osaic Holdings
Arizona
$485K -$66.3K -4,126 -12%
JIC
56
Joel Isaacson & Co
New York
$440K -$21.6K -1,220 -5%
BHPW
57
Beverly Hills Private Wealth
California
$438K +$37.6K +2,124 +9%
P
58
&Partners
Tennessee
$417K -$4.39K -248 -1%
HWMO
59
Heritage Wealth Management (Ohio)
Ohio
$414K -$108K -6,133 -21%
RC
60
Roundview Capital
New Jersey
$384K +$159 +9 +0%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$375K +$7.76K +439 +2%
LFAS
62
Level Four Advisory Services
Texas
$353K +$8.68K +491 +3%
SFG
63
Sather Financial Group
Texas
$348K +$9.74K +551 +3%
AA
64
Ancora Advisors
Ohio
$346K – – –
SC
65
Stolper & Co
Oklahoma
$317K – – –
KAS
66
Kestra Advisory Services
Texas
$309K +$309K +17,505 New
DWM
67
Dakota Wealth Management
Florida
$309K -$40.9K -2,315 -12%
WFA
68
WestHill Financial Advisors
California
$286K – – –
ICMP
69
Integrated Capital Management (Pennsylvania)
Pennsylvania
$281K +$29.5K +1,666 +12%
WA
70
Waverly Advisors
Alabama
$267K +$725 +41 +0.3%
Calamos Advisors
71
Calamos Advisors
Illinois
$266K -$23.1K -1,308 -8%
WANY
72
Wealthspire Advisors (New York)
New York
$260K – – –
SWP
73
Stratos Wealth Partners
Ohio
$258K +$1.5K +85 +0.6%
CLA
74
Carnegie Lake Advisors
New Jersey
$253K -$32.2K -1,822 -11%
HA
75
Hanover Advisors
South Carolina
$247K – – –
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3
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