STEW

SRH Total Return Fund
STEW

Overview Fund Activity

111 hedge funds and large institutions have $261M 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
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.49%
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 %
TIM
101
Total Investment Management
Arizona
$26.5K +$26.5K +1,500 New
GWM
102
Geneos Wealth Management
Colorado
$24K -$24.6K -1,390 -51%
MA
103
MCF Advisors
Kentucky
$18.7K – – –
WA
104
WPG Advisers
Maryland
$10.2K -$1.5K -85 -13%
AF
105
Advisornet Financial
Minnesota
$8.84K – – –
ADL
106
Asset Dedication LLC
California
$3.25K – – –
AssetMark Inc
107
AssetMark Inc
California
$2.95K – – –
SIS
108
Strategic Investment Solutions
Illinois
$1.77K +$1.77K +100 New
TRCT
109
Tower Research Capital (TRC)
New York
$477 +$477 +27 New
FFA
110
Farther Finance Advisors
California
$318 – – –
AF
111
Allworth Financial
California
$138 – – –
CYG
112
Clean Yield Group
Vermont
$1 -$1 – –
AC
113
Almitas Capital
California
– -$5.21M -301,991 Closed
AWS
114
Atria Wealth Solutions
New York
– -$1.89M -109,447 Closed
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
– -$839K -51,305 Closed
Millennium Management
116
Millennium Management
New York
– -$338K -19,585 Closed
HVP
117
Hudson Value Partners
Florida
– -$211K -12,208 Closed
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
– -$34.5K -2,200 Closed
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