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Equitable Holdings

580 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$609M)

Holders
580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.3M
Puts
$53.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
226
U.S. Capital Wealth Advisors
Texas
$2.84M
KBC Group
227
KBC Group
Belgium
$2.83M
ACM
228
Aquatic Capital Management
Illinois
$2.83M
AIM
229
Artemis Investment Management
United Kingdom
$2.8M
P
230
&Partners
Tennessee
$2.76M
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$2.71M
AF
232
Alerus Financial
North Dakota
$2.65M
LIP
233
Lighthouse Investment Partners
Florida
$2.61M
OAC
234
OMERS Administration Corp
Ontario, Canada
$2.57M
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$2.55M
Mackenzie Financial
236
Mackenzie Financial
Ontario, Canada
$2.51M
M&T Bank
237
M&T Bank
New York
$2.46M
BCM
238
Bridgeway Capital Management
Texas
$2.46M
Stifel Financial
239
Stifel Financial
Missouri
$2.44M
FAF
240
Fjarde Ap-fonden
Sweden
$2.44M
SSA
241
Schonfeld Strategic Advisors
New York
$2.42M
DT
242
Diversified Trust
Tennessee
$2.37M
RCG
243
Ruane, Cunniff & Goldfarb
New York
$2.28M
Verition Fund Management
244
Verition Fund Management
Connecticut
$2.22M
LWMM
245
Legacy Wealth Management (Mississippi)
Mississippi
$2.2M
IA
246
Icon Advisers
Colorado
$2.2M
Prudential Financial
247
Prudential Financial
New Jersey
$2.18M
CS
248
Candriam SCA
Luxembourg
$2.17M
EAM
249
EFG Asset Management
Oregon
$2.16M
Corient Private Wealth
250
Corient Private Wealth
Florida
$2.16M