Equus Total Return
9 hedge funds and large institutions have $147K invested in Equus Total Return in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.02K |
| 2 |
NS
NBC Securities
Birmingham,
Alabama
|
+$2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$163 |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$101 |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$13.5K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SRC
1
Shufro Rose & Co
New York
| $60.6K | – | – | – |
|
2
Morgan Stanley
New York
| $36K | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $23.2K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $11.4K | +$163 | +161 | +1% |
|
|
BBPWM
5
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $9.19K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $4.54K | +$2.02K | +2,000 | +80% |
|
|
NS
7
NBC Securities
Birmingham,
Alabama
| $2K | +$2K | +2,798 | +139,900% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $101 | +$101 | +100 | New |
|
9
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$13.5K | -12,250 | Closed |
|