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Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
226
Mirae Asset Global Investments
South Korea
$2.89M -$2.14M -41,672 -45%
USCWA
227
U.S. Capital Wealth Advisors
Texas
$2.84M +$2.6M +50,558 New
KBC Group
228
KBC Group
Belgium
$2.83M +$520K +10,104 +25%
ACM
229
Aquatic Capital Management
Illinois
$2.83M +$2.59M +50,389 New
AIM
230
Artemis Investment Management
United Kingdom
$2.8M -$37.4M -727,791 -94%
P
231
&Partners
Tennessee
$2.76M +$104K +2,022 +4%
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$2.71M -$600K -11,668 -19%
AF
233
Alerus Financial
North Dakota
$2.65M +$35.3K +686 +1%
LIP
234
Lighthouse Investment Partners
Florida
$2.61M -$3.6M -69,918 -60%
OAC
235
OMERS Administration Corp
Ontario, Canada
$2.57M +$92.6K +1,800 +4%
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$2.55M +$275K +5,348 +13%
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$2.51M +$268K +5,207 +13%
M&T Bank
238
M&T Bank
New York
$2.46M -$188K -3,653 -8%
BCM
239
Bridgeway Capital Management
Texas
$2.46M +$2.25M +43,800 New
Stifel Financial
240
Stifel Financial
Missouri
$2.44M +$948K +18,440 +73%
FAF
241
Fjarde Ap-fonden
Sweden
$2.44M +$514K +10,000 +30%
SSA
242
Schonfeld Strategic Advisors
New York
$2.42M +$2.22M +43,113 New
DT
243
Diversified Trust
Tennessee
$2.37M -$4.63K -90 -0.2%
RCG
244
Ruane, Cunniff & Goldfarb
New York
$2.28M
Verition Fund Management
245
Verition Fund Management
Connecticut
$2.22M +$98.3K +1,912 +5%
LWMM
246
Legacy Wealth Management (Mississippi)
Mississippi
$2.2M -$70.2K -1,365 -3%
IA
247
Icon Advisers
Colorado
$2.2M
Prudential Financial
248
Prudential Financial
New Jersey
$2.18M -$948K -18,433 -32%
CS
249
Candriam SCA
Luxembourg
$2.17M -$135K -2,631 -6%
EAM
250
EFG Asset Management
Oregon
$2.16M +$994K +19,323 +101%

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.