Who Owns Equus Total Return, Inc. (EQS)?Hedge Fund & Institutional Holders
Institutional Holders
11
as of Q4 2025
Total Institutional Value
$4412.3T
% of Float Held
—
QoQ Change in Holders
+4 / -0
Price History
EQS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New Position | +9K | +$12K |
| UBS Group AG | New Position | +739 | +$1K |
| CITADEL ADVISORS LLC | New Position | +24K | +$0 |
| MSH Capital Advisors LLC | New Position | +22K | +$0 |
EQS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | Decreased | -29K | -$60.6M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHUFRO ROSE & CO LLC | 31,287 | $44K | 0.00% | Share |
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9,102 | $12K | 0.00% | Share |
| 3 | NBC SECURITIES, INC. | 2,800 | $3K | 0.00% | Share |
| 4 | UBS Group AG | 739 | $1K | 0.00% | Share |
| 5 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20,000 | $0 | 0.00% | Share |
| 6 | MSH Capital Advisors LLC | 21,666 | $0 | 0.00% | Share |
| 7 | CITADEL ADVISORS LLC | 23,884 | $0 | 0.00% | Share |
| 8 | MORGAN STANLEY | 35,665 | $0 | 0.00% | Share |
| 9 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 10 | OSAIC HOLDINGS, INC. | 4,222 | $0 | 0.00% | Share |
| 11 | WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% | Share |
EQS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $60K | +4 |
| Q3 2025 | 6 | $201.7M | -2 |
| Q2 2025 | 8 | $113.6M | -1 |
| Q1 2025 | 9 | $145.1M | +0 |
| Q4 2024 | 9 | $169.2M | +1 |
| Q3 2024 | 8 | $159.9B | -1 |
| Q2 2024 | 9 | $175.5B | +1 |
| Q1 2024 | 8 | $173.3B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 11 institutional investors hold EQS (Equus Total Return, Inc.). The largest holder is SHUFRO ROSE & CO LLC with $44K in shares. This quarter, 4 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own EQS?
As of Q4 2025, 11 institutional investors report holding EQS (Equus Total Return, Inc.) in their 13F filings.
Who is the largest institutional holder of EQS?
The largest institutional holder of EQS is SHUFRO ROSE & CO LLC with $44K in shares.
Is institutional ownership of EQS increasing or decreasing?
This quarter, 4 institutions opened new positions in EQS and 0 closed their positions.