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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.5M |
| 2 |
Cohen & Steers
New York
|
+$1.11M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$893K |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$876K |
| 5 |
LPL Financial
San Diego,
California
|
+$664K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$2.2M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.6M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.56M |
| 4 |
Morgan Stanley
New York
|
-$1.29M |
| 5 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$1.1M |
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.