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.
52% more capital invested
Capital invested by funds: $171K → $260K (+$89.1K)
0.05% more ownership
Funds ownership: 1.04% → 1.09% (+0.05%)
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
+$37.5K |
| 2 |
MCA
MSH Capital Advisors
Scottsdale,
Arizona
|
+$31.2K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$421 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
-$31.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9.23K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$136 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $80.2K | – | – | – |
|
|
SRC
2
Shufro Rose & Co
New York
| $60.6K | – | – | – |
|
|
SDWIA
3
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $45K | +$37.5K | +20,000 | New |
|
|
MCA
4
MSH Capital Advisors
Scottsdale,
Arizona
| $37.5K | +$31.2K | +16,666 | New |
|
|
BBPWM
5
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $20.5K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $9.54K | +$421 | +225 | +6% |
|
|
NS
7
NBC Securities
Birmingham,
Alabama
| $6.3K | – | – | – |
|
8
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
CL
9
CSS LLC
Chicago,
Illinois
| – | -$31.3K | -22,999 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$9.23K | -6,788 | Closed |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$136 | -100 | Closed |
|
EQS Hedge Fund Activity: Q3 2025 in Review
8 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q3 2025, worth a combined $260K — up 52% from $171K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EQS and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Schwarz Dygos Wheeler Investment Advisors, opening a new position worth an estimated $37.5K. The largest seller was CSS LLC, exiting entirely with an estimated $31.3K sold.
- 8 institutional investors held Equus Total Return (EQS) as of Q3 2025, down from 9 in Q2 2025.
- Funds reported $260K of Equus Total Return stock for Q3 2025, up 52% quarter-over-quarter.
- 2 funds opened new Equus Total Return positions in Q3 2025 and 3 closed out, a net change of -1 holder.
- The largest Equus Total Return buyer in Q3 2025 was Schwarz Dygos Wheeler Investment Advisors, an estimated $37.5K added.
- The largest Equus Total Return seller in Q3 2025 was CSS LLC, an estimated $31.3K sold.
Based on aggregated 13F filings for Q3 2025.