Equus Total Return
8 hedge funds and large institutions have $231K invested in Equus Total Return in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.
9% more capital invested
Capital invested by funds: $211K → $231K (+$19.6K)
0.17% less ownership
Funds ownership: 1.07% → 0.9% (-0.17%)
20% less funds holding
Funds holding: 10 → 8 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$33.8K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.05K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $65.6K | – | – | – |
|
|
SRC
2
Shufro Rose & Co
New York
| $57.6K | – | – | – |
|
|
MCA
3
MSH Capital Advisors
Scottsdale,
Arizona
| $39.9K | – | – | – |
|
|
SDWIA
4
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $36.8K | – | – | – |
|
|
BBPWM
5
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $16.7K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $9.1K | +$1.07K | +725 | +17% |
|
|
NS
7
NBC Securities
Birmingham,
Alabama
| $5.15K | – | – | – |
|
8
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$33.8K | -23,884 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$1.05K | -739 | Closed |
|
EQS Hedge Fund Activity: Q1 2026 in Review
8 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q1 2026, worth a combined $231K — up 9.3% from $211K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EQS and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was Osaic Holdings, adding an estimated $1.07K. The largest seller was Citadel Advisors, exiting entirely with an estimated $33.8K sold.
- 8 institutional investors held Equus Total Return (EQS) as of Q1 2026, down from 10 in Q4 2025.
- Funds reported $231K of Equus Total Return stock for Q1 2026, up 9.3% quarter-over-quarter.
- 0 funds opened new Equus Total Return positions in Q1 2026 and 2 closed out, a net change of -2 holders.
- The largest Equus Total Return buyer in Q1 2026 was Osaic Holdings, an estimated $1.07K added.
- The largest Equus Total Return seller in Q1 2026 was Citadel Advisors, an estimated $33.8K sold.
Based on aggregated 13F filings for Q1 2026.