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 %
HFA
76
High Falls Advisors
New York
$230K +$2.19K +124 +1%
Mariner
77
Mariner
Kansas
$223K +$223K +12,621 New
HWM
78
Horizon Wealth Management
Illinois
$221K – – –
NFG
79
Nations Financial Group
Iowa
$212K – – –
SI
80
Stephens Inc
Arkansas
$205K – – –
Walleye Capital
81
Walleye Capital
New York
$202K -$586K -33,123 -74%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$198K +$25.2K +1,434 +15%
EC
83
Elequin Capital
New York
$192K +$192K +10,885 New
CP
84
Camelot Portfolios
Ohio
$192K – – –
Jane Street
85
Jane Street
New York
$191K +$191K +10,781 New
CSC
86
Caldwell Sutter Capital
California
$189K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$183K +$49.8K +2,814 +37%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$170K +$31.4K +1,775 +23%
NS
89
NBC Securities
Alabama
$169K +$689 +39 +0.4%
CAM
90
Costello Asset Management
Pennsylvania
$160K +$1.96K +111 +1%
CAM
91
Creekmur Asset Management
Illinois
$125K +$1.08K +61 +0.9%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$122K -$116K -6,550 -49%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$112K – – –
GPFA
94
Game Plan Financial Advisors
Ohio
$106K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$102K – – –
GRP
96
Global Retirement Partners
California
$102K +$102K +5,743 New
Comerica Bank
97
Comerica Bank
Texas
$72.9K – – –
NRG
98
Nemes Rush Group
Michigan
$65.6K +$619 +35 +1%
TSMHT
99
Thurston Springer Miller Herd & Titak
Indiana
$30.1K +$17.7K +1,000 +143%
TIM
100
Total Investment Management
Arizona
$26.5K +$26.5K +1,500 New
1 2 3
4
5