Equus Total Return
9 hedge funds and large institutions have $171K invested in Equus Total Return in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
16% more capital invested
Capital invested by funds: $147K → $171K (+$23.4K)
0% more funds holding
Funds holding: 9 → 9 (0)
0.04% less ownership
Funds ownership: 1.08% → 1.04% (-0.04%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.98K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$548 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SRC
1
Shufro Rose & Co
New York
| $60.6K | – | – | – |
|
2
Morgan Stanley
New York
| $48.5K | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $31.3K | – | – | – |
|
|
BBPWM
4
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $12.4K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $9.23K | -$4.98K | -4,542 | -40% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $5.43K | -$548 | -500 | -11% |
|
|
NS
7
NBC Securities
Birmingham,
Alabama
| $3K | – | – | – |
|
8
Bank of America
Charlotte,
North Carolina
| $136 | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
EQS Hedge Fund Activity: Q2 2025 in Review
9 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q2 2025, worth a combined $171K — up 16% from $147K a quarter earlier.
Fund positioning in EQS was balanced in Q2 2025: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 2 trimmed.
The largest seller was UBS Group, cutting an estimated $4.98K.
- 9 institutional investors held Equus Total Return (EQS) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $171K of Equus Total Return stock for Q2 2025, up 16% quarter-over-quarter.
- 0 funds opened new Equus Total Return positions in Q2 2025 and 0 closed out.
- The largest Equus Total Return seller in Q2 2025 was UBS Group, an estimated $4.98K sold.
Based on aggregated 13F filings for Q2 2025.