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Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
251
Corient Private Wealth
Florida
$2.16M -$458K -8,912 -19%
MFIM
252
Mesirow Financial Investment Management
Illinois
$2.16M -$1.66M -32,351 -46%
EA
253
Ellsworth Advisors
Ohio
$2.14M -$98.1K -1,907 -5%
NAM
254
Nissay Asset Management
Japan
$2.14M -$11.6K -225 -0.6%
EF
255
Empowered Funds
Pennsylvania
$2.12M -$4.35M -84,493 -69%
Cerity Partners
256
Cerity Partners
New York
$2.11M -$97.8K -1,901 -5%
VPIM
257
Vanguard Personalized Indexing Management
California
$2.11M +$192K +3,735 +11%
SO
258
STRS Ohio
Ohio
$2.1M +$362K +7,039 +23%
EC
259
EJF Capital
Virginia
$2.1M
TD Asset Management
260
TD Asset Management
Ontario, Canada
$2.05M -$7.82K -152 -0.4%
Two Sigma Advisers
261
Two Sigma Advisers
New York
$2.01M -$13M -252,200 -88%
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$1.98M -$187K -3,628 -9%
D.E. Shaw & Co
263
D.E. Shaw & Co
New York
$1.94M +$1.78M +34,592 New
OAM
264
OP Asset Management
$1.94M -$2.57K -50 -0.1%
Wealth Enhancement Advisory Services
265
Wealth Enhancement Advisory Services
Minnesota
$1.93M -$4.83K -94 -0.3%
SOADOR
266
State of Alaska Department of Revenue
Alaska
$1.92M -$111K -2,155 -6%
DWA
267
Dorsey Wright & Associates
California
$1.91M +$1.75M +34,080 New
Axa
268
Axa
France
$1.9M -$2.75M -53,420 -61%
BA
269
Bridgewater Associates
Connecticut
$1.89M +$39.5K +769 +2%
VT
270
Vise Technologies
New York
$1.89M +$1.73M +33,604 New
Daiwa Securities Group
271
Daiwa Securities Group
Japan
$1.84M -$401K -7,800 -19%
NYLIM
272
New York Life Investment Management
New York
$1.84M -$86.4K -1,679 -5%
BCI
273
Brinker Capital Investments
Pennsylvania
$1.83M +$854K +16,612 +103%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$1.8M
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$1.8M -$300K -5,842 -15%

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.