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.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.05% less ownership
Funds ownership: 1.13% → 1.08% (-0.05%)
13% less capital invested
Capital invested by funds: $169K → $147K (-$21.9K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
+$3.39K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.42K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$195 |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$121 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$13.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
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 | +$195 | +161 | +1% |
|
|
BBPWM
5
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $9.19K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $4.54K | +$2.42K | +2,000 | +80% |
|
|
NS
7
NBC Securities
Birmingham,
Alabama
| $2K | +$3.39K | +2,798 | +139,900% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $101 | +$121 | +100 | New |
|
9
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$13.5K | -12,250 | Closed |
|
EQS Hedge Fund Activity: Q1 2025 in Review
9 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q1 2025, worth a combined $147K — down 13% from $169K a quarter earlier.
Fund positioning in EQS was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was NBC Securities, adding an estimated $3.39K. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.5K sold.
- 9 institutional investors held Equus Total Return (EQS) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $147K of Equus Total Return stock for Q1 2025, down 13% quarter-over-quarter.
- 1 fund opened new Equus Total Return positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest Equus Total Return buyer in Q1 2025 was NBC Securities, an estimated $3.39K added.
- The largest Equus Total Return seller in Q1 2025 was Citadel Advisors, an estimated $13.5K sold.
Based on aggregated 13F filings for Q1 2025.