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Equitable Holdings
EQH

Overview Fund Activity

576 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, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.73%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$413M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$720M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$122M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$416M
5
Boston Partners
Boston Partners
Massachusetts
$200M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$940M
3
Pzena Investment Management
Pzena Investment Management
New York
$238M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$988M
5
SC
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
251
Cerity Partners
New York
$2.11M -$107K -1,901 -5%
VPIM
252
Vanguard Personalized Indexing Management
California
$2.11M +$210K +3,735 +11%
SO
253
STRS Ohio
Ohio
$2.1M +$395K +7,039 +23%
EC
254
EJF Capital
Virginia
$2.1M – – –
TD Asset Management
255
TD Asset Management
Ontario, Canada
$2.05M -$8.53K -152 -0.4%
Two Sigma Advisers
256
Two Sigma Advisers
New York
$2.01M -$14.1M -252,200 -88%
Nisa Investment Advisors
257
Nisa Investment Advisors
Missouri
$1.98M -$204K -3,628 -9%
CAM
258
Cresset Asset Management
Illinois
$1.95M +$1.68M +29,859 +616%
D.E. Shaw & Co
259
D.E. Shaw & Co
New York
$1.94M +$1.94M +34,592 New
Wealth Enhancement Advisory Services
260
Wealth Enhancement Advisory Services
Minnesota
$1.93M -$5.23K -94 -0.3%
SOADOR
261
State of Alaska Department of Revenue
Alaska
$1.92M -$121K -2,155 -6%
DWA
262
Dorsey Wright & Associates
California
$1.91M +$1.91M +34,080 New
Axa
263
Axa
France
$1.9M -$3M -53,420 -61%
BA
264
Bridgewater Associates
Connecticut
$1.89M +$43.1K +769 +2%
VT
265
Vise Technologies
New York
$1.89M +$1.89M +33,604 New
Daiwa Securities Group
266
Daiwa Securities Group
Japan
$1.85M -$438K -7,800 -19%
NYLIM
267
New York Life Investment Management
New York
$1.84M -$94.2K -1,679 -5%
BCI
268
Brinker Capital Investments
Pennsylvania
$1.83M +$932K +16,612 +103%
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$1.8M – – –
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$1.8M -$327K -5,842 -15%
IAN
271
Integrated Advisors Network
Texas
$1.78M +$42.4K +755 +2%
HighTower Advisors
272
HighTower Advisors
Illinois
$1.76M +$182K +3,239 +11%
Two Sigma Investments
273
Two Sigma Investments
New York
$1.76M -$10.4M -185,377 -86%
RWM
274
Ritholtz Wealth Management
New York
$1.73M +$898 +16 +0.1%
WAM
275
Weiss Asset Management
Massachusetts
$1.72M +$1.72M +30,743 New
9 10
11
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