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Equitable Holdings

555 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 228

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$4.4M
Net Calls
Net Calls Change

Top Sellers

1 -$132M
2 -$105M
3 -$86.4M
4
Man Group
Man Group
United Kingdom
-$76.4M
5
Amundi
Amundi
France
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
226
LECAP Asset Management
United Kingdom
$2.59M
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$2.59M
KCM
228
Kempner Capital Management
Texas
$2.56M
URS
229
Utah Retirement Systems
Utah
$2.52M
FNBOO
230
First National Bank of Omaha
Nebraska
$2.52M
Toronto Dominion Bank
231
Toronto Dominion Bank
Ontario, Canada
$2.51M
P
232
&Partners
Tennessee
$2.43M
USCWA
233
U.S. Capital Wealth Advisors
Texas
$2.42M
OAC
234
OMERS Administration Corp
Ontario, Canada
$2.41M
AF
235
Alerus Financial
North Dakota
$2.41M
Corient Private Wealth
236
Corient Private Wealth
Florida
$2.41M
Prudential Financial
237
Prudential Financial
New Jersey
$2.39M
TAF
238
Tredje AP-fonden
Sweden
$2.38M
ASN
239
Advisory Services Network
Georgia
$2.32M
AIM
240
AXA Investment Managers
France
$2.31M
Mackenzie Financial
241
Mackenzie Financial
Ontario, Canada
$2.31M
Holocene Advisors
242
Holocene Advisors
New York
$2.28M
BCM
243
Bridgeway Capital Management
Texas
$2.22M
FAF
244
Fjarde Ap-fonden
Sweden
$2.22M
BCIM
245
British Columbia Investment Management
British Columbia, Canada
$2.22M
CG
246
Caprock Group
Idaho
$2.22M
EAM
247
EFG Asset Management
Oregon
$2.21M
DT
248
Diversified Trust
Tennessee
$2.14M
LAM
249
L2 Asset Management
Massachusetts
$2.09M
M&T Bank
250
M&T Bank
New York
$2.09M