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Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$108M
4
Boston Partners
Boston Partners
Massachusetts
+$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$107M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$249M
2
TIM
Thornburg Investment Management
New Mexico
-$215M
3
SC
Sessa Capital
New York
-$121M
4
Pzena Investment Management
Pzena Investment Management
New York
-$119M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMSSC
226
B. Metzler seel. Sohn & Co
Germany
$2.49M -$46.6K -895 -2%
IMCOOI
227
Investment Management Corp of Ontario (IMCO)
Canada
$2.49M – – –
M&T Bank
228
M&T Bank
New York
$2.48M +$274K +5,258 +12%
Corient Private Wealth
229
Corient Private Wealth
Florida
$2.47M -$58K -1,114 -2%
Toronto Dominion Bank
230
Toronto Dominion Bank
Ontario, Canada
$2.45M -$1.93M -37,108 -44%
P
231
&Partners
Tennessee
$2.44M -$120K -2,324 -5%
Credit Agricole
232
Credit Agricole
France
$2.43M -$84.3K -1,618 -3%
AF
233
Alerus Financial
North Dakota
$2.43M +$2.43M +46,560 New
Teacher Retirement System of Texas
234
Teacher Retirement System of Texas
Texas
$2.39M +$2.39M +45,842 New
PP
235
Prudential plc
United Kingdom
$2.32M -$290K -5,575 -11%
OAC
236
OMERS Administration Corp
Ontario, Canada
$2.29M +$1.56M +29,893 +213%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$2.29M -$4.42M -84,863 -66%
DF
238
Donoghue Forlines
Massachusetts
$2.28M +$2.28M +43,779 New
BAM
239
Bastion Asset Management
Canada
$2.27M +$46.7K +902 +2%
SM
240
Sciencast Management
New Jersey
$2.26M +$2.26M +43,405 New
QC
241
Quantessence Capital
New York
$2.23M +$1.95M +37,380 +689%
CG
242
Caprock Group
Idaho
$2.2M -$387K -7,437 -15%
DT
243
Diversified Trust
Tennessee
$2.2M +$749K +14,380 +52%
CS
244
Candriam SCA
Luxembourg
$2.15M -$159K -3,055 -7%
IMRF
245
Illinois Municipal Retirement Fund
Illinois
$2.15M – – –
RCG
246
Ruane, Cunniff & Goldfarb
New York
$2.12M -$5.42K -104 -0.3%
Daiwa Securities Group
247
Daiwa Securities Group
Japan
$2.12M -$536K -10,282 -20%
LWMM
248
Legacy Wealth Management (Mississippi)
Mississippi
$2.12M – – –
KBC Group
249
KBC Group
Belgium
$2.1M +$2.03K +39 +0.1%
MNA
250
Manning & Napier Advisors
New York
$2.1M +$2.1M +40,289 New
8 9
10
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