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.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
Holders
10
Holding in Top 10
–
Calls
–
Puts
–
| 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 |
|
|||
3
Citadel Advisors
Miami,
Florida
| $33.8K |
|
|||
|
MCA
4
MSH Capital Advisors
Scottsdale,
Arizona
| $30.7K |
|
|||
|
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 |
|
|||
10
Wells Fargo
San Francisco,
California
| $1 |
|