Equus Total Return
10 hedge funds and large institutions have $211K invested in Equus Total Return in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
25% more funds holding
Funds holding: 8 → 10 (+2)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.02% less ownership
Funds ownership: 1.09% → 1.07% (-0.02%)
19% less capital invested
Capital invested by funds: $260K → $211K (-$48.4K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$44.8K |
| 2 |
MCA
MSH Capital Advisors
Scottsdale,
Arizona
|
+$9.38K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.39K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
-$53.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $50.5K | – | – | – |
|
|
SRC
2
Shufro Rose & Co
New York
| $44.3K | -$53.9K | -28,713 | -48% |
|
|
3
Citadel Advisors
Miami,
Florida
| $33.8K | +$44.8K | +23,884 | New |
|
|
MCA
4
MSH Capital Advisors
Scottsdale,
Arizona
| $30.7K | +$9.38K | +5,000 | +30% |
|
|
SDWIA
5
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $28.3K | – | – | – |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $12.9K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $5.96K | – | – | – |
|
|
NS
8
NBC Securities
Birmingham,
Alabama
| $3.96K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $1.05K | +$1.39K | +739 | New |
|
10
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
EQS Hedge Fund Activity: Q4 2025 in Review
10 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q4 2025, worth a combined $211K — down 19% from $260K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EQS positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $44.8K. The largest seller was Shufro Rose & Co, cutting an estimated $53.9K.
- 10 institutional investors held Equus Total Return (EQS) as of Q4 2025, up from 8 in Q3 2025.
- Funds reported $211K of Equus Total Return stock for Q4 2025, down 19% quarter-over-quarter.
- 2 funds opened new Equus Total Return positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest Equus Total Return buyer in Q4 2025 was Citadel Advisors, an estimated $44.8K added.
- The largest Equus Total Return seller in Q4 2025 was Shufro Rose & Co, an estimated $53.9K sold.
Based on aggregated 13F filings for Q4 2025.