SRH Total Return Fund
STEW
128 hedge funds and large institutions have $293M invested in SRH Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
14% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 36
11% more funds holding
Funds holding: 115 → 128 (+13)
6% more capital invested
Capital invested by funds: $276M → $293M (+$16.6M)
0.6% more ownership
Funds ownership: 15.77% → 16.37% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
JP Wealth Management
Mt. Pleasant,
South Carolina
|
+$3.94M |
| 2 |
KFG
Kingdom Financial Group
Peoria,
Arizona
|
+$2.78M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$2.27M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.16M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$3.69M |
| 2 |
Two Sigma Investments
New York
|
-$2.45M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.79M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.62M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$961K |
STEW Hedge Fund Activity: Q4 2025 in Review
128 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q4 2025, worth a combined $293M — up 6% from $276M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new STEW positions and 4 closed out — a net gain of 15 holders — while 41 added to existing stakes and 36 trimmed.
The largest buyer was JP Wealth Management, adding an estimated $3.94M. The largest seller was Consolidated Portfolio Review Corp, exiting entirely with an estimated $3.69M sold.
- 128 institutional investors held SRH Total Return Fund (STEW) as of Q4 2025, up from 115 in Q3 2025.
- Funds reported $293M of SRH Total Return Fund stock for Q4 2025, up 6% quarter-over-quarter.
- 19 funds opened new SRH Total Return Fund positions in Q4 2025 and 4 closed out, a net change of +15 holders.
- The largest SRH Total Return Fund buyer in Q4 2025 was JP Wealth Management, an estimated $3.94M added.
- The largest SRH Total Return Fund seller in Q4 2025 was Consolidated Portfolio Review Corp, an estimated $3.69M sold.
Based on aggregated 13F filings for Q4 2025.