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Equitable Holdings

539 hedge funds and large institutions have $9.73B invested in Equitable Holdings in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 188 increasing their positions, 205 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 84

8% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 205

2% less funds holding

Funds holding: 551539 (-12)

4.22% less ownership

Funds ownership: 97.8%93.57% (-4.2%)

27% less capital invested

Capital invested by funds: $13.4B → $9.73B (-$3.63B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

62% less call options, than puts

Call options by funds: $3.19M | Put options by funds: $8.46M

Holders
539
Holders Change
-12
Holders Change %
-2.18%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
83
Increased
188
Reduced
205
Closed
84
Calls
$3.19M
Puts
$8.46M
Net Calls
-$5.28M
Net Calls Change
-$8.03M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
226
Estate Counselors
Wisconsin
$1.69M +$1.95M +45,487 New
VT
227
Vise Technologies
New York
$1.65M
BFM
228
Boothbay Fund Management
New York
$1.65M +$1.57M +36,679 +478%
FNA
229
First National Advisers
Nebraska
$1.65M -$318K -7,427 -14%
BCM
230
Bridgeway Capital Management
Texas
$1.61M
P
231
&Partners
Tennessee
$1.56M -$199K -4,653 -10%
Neuberger Berman Group
232
Neuberger Berman Group
New York
$1.53M -$66.9K -1,561 -4%
RCG
233
Ruane, Cunniff & Goldfarb
New York
$1.5M -$7.58K -177 -0.4%
JFG
234
Jefferies Financial Group
New York
$1.48M +$857K +20,000 +100%
Toronto Dominion Bank
235
Toronto Dominion Bank
Ontario, Canada
$1.47M -$358K -8,363 -17%
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$1.47M -$581K -13,555 -26%
LWMM
237
Legacy Wealth Management (Mississippi)
Mississippi
$1.46M
PA
238
Pinnacle Associates
New York
$1.45M +$170K +3,964 +11%
VPIM
239
Vanguard Personalized Indexing Management
California
$1.45M +$121K +2,835 +8%
NVIM
240
New Vernon Investment Management
Illinois
$1.44M -$2.64M -61,639 -61%
EI
241
Ethic Inc
New York
$1.43M -$520K -12,139 -24%
VA
242
Vident Advisory
Georgia
$1.42M -$3.53M -82,315 -68%
Wealth Enhancement Advisory Services
243
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$280K +6,529 +21%
EC
244
EJF Capital
Virginia
$1.39M
M&T Bank
245
M&T Bank
New York
$1.39M -$289K -6,735 -15%
P
246
PensionDanmark
Denmark
$1.38M +$1.22M +28,530 +329%
IA
247
Icon Advisers
Colorado
$1.36M -$107K -2,500 -6%
NAM
248
Nissay Asset Management
Japan
$1.36M -$46.2K -1,078 -3%
KC
249
Kepler Cheuvreux
$1.35M -$1.43M -33,431 -48%
NYLIM
250
New York Life Investment Management
New York
$1.32M +$303K +7,068 +25%