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Equitable Holdings
EQH

562 hedge funds and large institutions have $13.9B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 228 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $4.4M

3% less funds holding

Funds holding: 582 → 562 (-20)

5.99% less ownership

Funds ownership: 97.23% → 91.25% (-6%)

16% less capital invested

Capital invested by funds: $16.6B → $13.9B (-$2.69B)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

20% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
562
Holders Change
-20
Holders Change %
-3.44%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
65
Increased
182
Reduced
228
Closed
79
Calls
$7.96M
Puts
$4.4M
Net Calls
+$3.56M
Net Calls Change
-$17M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$193M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$106M
3
LCOV
London Company of Virginia
Virginia
+$63.9M
4
Millennium Management
Millennium Management
New York
+$61.4M
5
CAM
Close Asset Management
United Kingdom
+$47M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$137M
2
Invesco
Invesco
Georgia
-$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$90.2M
4
Man Group
Man Group
United Kingdom
-$79.7M
5
Amundi
Amundi
France
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
226
ExodusPoint Capital Management
New York
$2.67M +$2.79M +52,657 New
LAM
227
LECAP Asset Management
United Kingdom
$2.59M +$1.77M +33,456 +190%
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$2.59M +$287K +5,418 +12%
KBC Group
229
KBC Group
Belgium
$2.57M +$9.8K +185 +0.4%
KCM
230
Kempner Capital Management
Texas
$2.56M -$2.35M -44,274 -47%
URS
231
Utah Retirement Systems
Utah
$2.52M -$95.9K -1,811 -4%
FNBOO
232
First National Bank of Omaha
Nebraska
$2.52M -$132K -2,489 -5%
Toronto Dominion Bank
233
Toronto Dominion Bank
Ontario, Canada
$2.51M -$331K -6,247 -11%
P
234
&Partners
Tennessee
$2.43M -$66.2K -1,249 -3%
USCWA
235
U.S. Capital Wealth Advisors
Texas
$2.42M -$151K -2,854 -6%
OAC
236
OMERS Administration Corp
Ontario, Canada
$2.41M +$87.6K +1,653 +4%
AF
237
Alerus Financial
North Dakota
$2.41M +$7.63K +144 +0.3%
Corient Private Wealth
238
Corient Private Wealth
Florida
$2.41M +$469K +8,847 +23%
Prudential Financial
239
Prudential Financial
New Jersey
$2.39M +$432K +8,157 +21%
TAF
240
Tredje AP-fonden
Sweden
$2.38M +$1.08M +20,477 +78%
ASN
241
Advisory Services Network
Georgia
$2.32M +$888K +16,757 +58%
AIM
242
AXA Investment Managers
France
$2.31M +$2.41M +45,584 New
Mackenzie Financial
243
Mackenzie Financial
Ontario, Canada
$2.31M +$43.9K +829 +2%
Holocene Advisors
244
Holocene Advisors
New York
$2.28M +$2.38M +44,847 New
BCM
245
Bridgeway Capital Management
Texas
$2.22M – – –
FAF
246
Fjarde Ap-fonden
Sweden
$2.22M +$21.2K +400 +0.9%
BCIM
247
British Columbia Investment Management
British Columbia, Canada
$2.22M -$244K -4,600 -10%
CG
248
Caprock Group
Idaho
$2.22M +$2.2M +41,591 New
EAM
249
EFG Asset Management
Oregon
$2.21M +$262K +4,947 +13%
DT
250
Diversified Trust
Tennessee
$2.14M – – –
8 9
10
11 12

EQH Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2025, worth a combined $13.9B — down 16% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of EQH and 65 opened new positions — a net loss of 14 holders — while 228 trimmed existing stakes and 182 added.

The largest buyer was Capital International Investors, adding an estimated $193M. The largest seller was Acadian Asset Management, cutting an estimated $137M.

  • 562 institutional investors held Equitable Holdings (EQH) as of Q3 2025, down from 582 in Q2 2025.
  • Funds reported $13.9B of Equitable Holdings stock for Q3 2025, down 16% quarter-over-quarter.
  • 65 funds opened new Equitable Holdings positions in Q3 2025 and 79 closed out, a net change of -14 holders.
  • The largest Equitable Holdings buyer in Q3 2025 was Capital International Investors, an estimated $193M added.
  • The largest Equitable Holdings seller in Q3 2025 was Acadian Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2025.