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Equitable Holdings
EQH

Overview Fund Activity

576 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.73%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$413M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$720M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$122M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$416M
5
Boston Partners
Boston Partners
Massachusetts
$200M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$940M
3
Pzena Investment Management
Pzena Investment Management
New York
$238M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$988M
5
SC
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
P
226
&Partners
Tennessee
$2.76M +$113K +2,022 +4%
BCIM
227
British Columbia Investment Management
British Columbia, Canada
$2.71M -$655K -11,668 -19%
Corient Private Wealth
228
Corient Private Wealth
Florida
$2.65M -$6.79K -121 -0.3%
AF
229
Alerus Financial
North Dakota
$2.65M +$38.5K +686 +1%
LIP
230
Lighthouse Investment Partners
Florida
$2.61M -$3.92M -69,918 -60%
OAC
231
OMERS Administration Corp
Ontario, Canada
$2.57M +$101K +1,800 +4%
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$2.55M +$300K +5,348 +13%
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$2.51M +$292K +5,207 +13%
M&T Bank
234
M&T Bank
New York
$2.46M -$205K -3,653 -8%
BCM
235
Bridgeway Capital Management
Texas
$2.46M +$2.46M +43,800 New
Stifel Financial
236
Stifel Financial
Missouri
$2.44M +$1.03M +18,440 +73%
FAF
237
Fjarde Ap-fonden
Sweden
$2.44M +$561K +10,000 +30%
SSA
238
Schonfeld Strategic Advisors
New York
$2.42M +$2.42M +43,113 New
DT
239
Diversified Trust
Tennessee
$2.37M -$5.05K -90 -0.2%
RCG
240
Ruane, Cunniff & Goldfarb
New York
$2.28M – – –
Verition Fund Management
241
Verition Fund Management
Connecticut
$2.22M +$107K +1,912 +5%
LWMM
242
Legacy Wealth Management (Mississippi)
Mississippi
$2.2M -$76.6K -1,365 -3%
IA
243
Icon Advisers
Colorado
$2.2M – – –
Prudential Financial
244
Prudential Financial
New Jersey
$2.18M -$1.03M -18,433 -32%
CS
245
Candriam SCA
Luxembourg
$2.17M -$148K -2,631 -6%
EAM
246
EFG Asset Management
Oregon
$2.16M +$1.08M +19,323 +101%
MFIM
247
Mesirow Financial Investment Management
Illinois
$2.16M -$1.81M -32,351 -46%
EA
248
Ellsworth Advisors
Ohio
$2.14M -$107K -1,907 -5%
NAM
249
Nissay Asset Management
Japan
$2.14M -$12.6K -225 -0.6%
EF
250
Empowered Funds
Pennsylvania
$2.12M -$4.74M -84,493 -69%
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