Equus Total Return
8 hedge funds and large institutions have $260K invested in Equus Total Return in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
Holders
8
Holding in Top 10
–
Calls
–
Puts
–
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $80.2K |
|
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|
SRC
2
Shufro Rose & Co
New York
| $60.6K |
|
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|
SDWIA
3
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $45K |
|
|||
|
MCA
4
MSH Capital Advisors
Scottsdale,
Arizona
| $37.5K |
|
|||
|
BBPWM
5
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $20.5K |
|
|||
6
Osaic Holdings
Scottsdale,
Arizona
| $9.54K |
|
|||
|
NS
7
NBC Securities
Birmingham,
Alabama
| $6.3K |
|
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8
Wells Fargo
San Francisco,
California
| $1 |
|
|||
|
CL
9
CSS LLC
Chicago,
Illinois
| – |
|
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10
UBS Group
Zurich,
Switzerland
| – |
|
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11
Bank of America
Charlotte,
North Carolina
| – |
|