SRH Total Return Fund
STEW
110 hedge funds and large institutions have $262M invested in SRH Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 9 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
29% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 31
2% more capital invested
Capital invested by funds: $258M → $262M (+$3.94M)
0.9% less ownership
Funds ownership: 16.65% → 15.76% (-0.9%)
5% less funds holding
Funds holding: 116 → 110 (-6)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GatePass Capital
Independence,
Ohio
|
+$3.18M |
| 2 |
SC
SouthState Corp
Winter Haven,
Florida
|
+$1.65M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.47M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.08M |
| 5 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$991K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$7.38M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$2.74M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.2M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.47M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.46M |
STEW Hedge Fund Activity: Q1 2025 in Review
110 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q1 2025, worth a combined $262M — up 1.5% from $258M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of STEW and 6 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 40 added.
The largest buyer was GatePass Capital, adding an estimated $3.18M. The largest seller was Shaker Financial Services, cutting an estimated $7.38M.
- 110 institutional investors held SRH Total Return Fund (STEW) as of Q1 2025, down from 116 in Q4 2024.
- Funds reported $262M of SRH Total Return Fund stock for Q1 2025, up 1.5% quarter-over-quarter.
- 6 funds opened new SRH Total Return Fund positions in Q1 2025 and 9 closed out, a net change of -3 holders.
- The largest SRH Total Return Fund buyer in Q1 2025 was GatePass Capital, an estimated $3.18M added.
- The largest SRH Total Return Fund seller in Q1 2025 was Shaker Financial Services, an estimated $7.38M sold.
Based on aggregated 13F filings for Q1 2025.