EQH icon

Equitable Holdings

549 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, 173 increasing their positions, 225 reducing their positions, and 80 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: $ → $

18% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 80

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 225

Holders
549
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
Pacer Advisors
251
Pacer Advisors
Pennsylvania
$2.03M
Teacher Retirement System of Texas
252
Teacher Retirement System of Texas
Texas
$2.02M
AIM
253
Artemis Investment Management
United Kingdom
$2.01M
IA
254
Icon Advisers
Colorado
$1.99M
Janus Henderson Group
255
Janus Henderson Group
United Kingdom
$1.98M
CS
256
Candriam SCA
Luxembourg
$1.96M
MFIM
257
Mesirow Financial Investment Management
Illinois
$1.94M
NAM
258
Nissay Asset Management
Japan
$1.91M
EC
259
EJF Capital
Virginia
$1.9M
VPIM
260
Vanguard Personalized Indexing Management
California
$1.86M
IIM
261
INTECH Investment Management
Florida
$1.86M
Wealth Enhancement Advisory Services
262
Wealth Enhancement Advisory Services
Minnesota
$1.81M
EAMA
263
EFG Asset Management (Americas)
Florida
$1.81M
RBA
264
Richard Bernstein Advisors
New York
$1.81M
TD Asset Management
265
TD Asset Management
Ontario, Canada
$1.78M
CWA
266
Carolina Wealth Advisors
South Carolina
$1.74M
Credit Agricole
267
Credit Agricole
France
$1.73M
VT
268
Vise Technologies
New York
$1.72M
CAM
269
Cresset Asset Management
Illinois
$1.72M
I
270
InceptionR
California
$1.7M
LWMM
271
Legacy Wealth Management (Mississippi)
Mississippi
$1.69M
SFI
272
Susquehanna Fundamental Investments
Pennsylvania
$1.69M
AUB
273
Atlantic Union Bankshares
Virginia
$1.68M
BCI
274
Brinker Capital Investments
Pennsylvania
$1.68M
Truist Financial
275
Truist Financial
North Carolina
$1.67M