EQH icon

Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$108M
4
Boston Partners
Boston Partners
Massachusetts
+$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$107M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$249M
2
TIM
Thornburg Investment Management
New Mexico
-$215M
3
SC
Sessa Capital
New York
-$121M
4
Pzena Investment Management
Pzena Investment Management
New York
-$119M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
251
Cetera Investment Advisers
Illinois
$2.09M +$2.09M +40,192 New
EA
252
Ellsworth Advisors
Ohio
$2.09M +$52.3K +1,004 +3%
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$2.06M +$325K +6,237 +19%
Cerity Partners
254
Cerity Partners
New York
$2.06M +$864K +16,587 +72%
IA
255
Icon Advisers
Colorado
$2.04M – – –
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$2.03M +$1.31M +25,101 +182%
NAM
257
Nissay Asset Management
Japan
$2M -$11K -211 -0.5%
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$1.98M -$20.4M -391,845 -91%
Verition Fund Management
259
Verition Fund Management
Connecticut
$1.96M +$331K +6,351 +20%
SFM
260
Soros Fund Management
New York
$1.95M +$1.95M +37,500 New
EC
261
EJF Capital
Virginia
$1.95M +$359K +6,885 +23%
TD Asset Management
262
TD Asset Management
Ontario, Canada
$1.91M +$206K +3,961 +12%
SOADOR
263
State of Alaska Department of Revenue
Alaska
$1.89M +$30.7K +590 +2%
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$1.81M +$377K +7,240 +26%
NYLIM
265
New York Life Investment Management
New York
$1.8M -$36K -692 -2%
VPIM
266
Vanguard Personalized Indexing Management
California
$1.76M +$98.4K +1,890 +6%
FAF
267
Fjarde Ap-fonden
Sweden
$1.74M -$193K -3,700 -10%
BA
268
Bridgewater Associates
Connecticut
$1.71M +$413K +7,926 +32%
SGI
269
Summit Global Investments
Utah
$1.7M -$5.52M -106,028 -76%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$1.67M -$13.6K -262 -0.8%
IIM
271
INTECH Investment Management
Florida
$1.64M -$2.14M -41,055 -57%
Pacer Advisors
272
Pacer Advisors
Pennsylvania
$1.61M -$3.1M -59,522 -66%
IAN
273
Integrated Advisors Network
Texas
$1.61M +$47.4K +909 +3%
RWM
274
Ritholtz Wealth Management
New York
$1.6M +$101K +1,938 +7%
SO
275
STRS Ohio
Ohio
$1.59M -$388K -7,456 -20%
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