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Equitable Holdings

577 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, 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:

4% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 212

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$612M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
577
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
AIM
226
Artemis Investment Management
United Kingdom
$2.8M
P
227
&Partners
Tennessee
$2.76M
BCIM
228
British Columbia Investment Management
British Columbia, Canada
$2.71M
AF
229
Alerus Financial
North Dakota
$2.65M
LIP
230
Lighthouse Investment Partners
Florida
$2.61M
OAC
231
OMERS Administration Corp
Ontario, Canada
$2.57M
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$2.55M
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$2.51M
M&T Bank
234
M&T Bank
New York
$2.46M
BCM
235
Bridgeway Capital Management
Texas
$2.46M
Stifel Financial
236
Stifel Financial
Missouri
$2.44M
FAF
237
Fjarde Ap-fonden
Sweden
$2.44M
SSA
238
Schonfeld Strategic Advisors
New York
$2.42M
DT
239
Diversified Trust
Tennessee
$2.37M
RCG
240
Ruane, Cunniff & Goldfarb
New York
$2.28M
Verition Fund Management
241
Verition Fund Management
Connecticut
$2.22M
LWMM
242
Legacy Wealth Management (Mississippi)
Mississippi
$2.2M
IA
243
Icon Advisers
Colorado
$2.2M
Prudential Financial
244
Prudential Financial
New Jersey
$2.18M
CS
245
Candriam SCA
Luxembourg
$2.17M
EAM
246
EFG Asset Management
Oregon
$2.16M
Corient Private Wealth
247
Corient Private Wealth
Florida
$2.16M
MFIM
248
Mesirow Financial Investment Management
Illinois
$2.16M
EA
249
Ellsworth Advisors
Ohio
$2.14M
NAM
250
Nissay Asset Management
Japan
$2.14M