EQH icon

Equitable Holdings

555 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, 177 increasing their positions, 228 reducing their positions, and 81 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: $ → $

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 228

Holders
555
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
RCG
251
Ruane, Cunniff & Goldfarb
New York
$2.06M
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$2.06M
Pacer Advisors
253
Pacer Advisors
Pennsylvania
$2.03M
Teacher Retirement System of Texas
254
Teacher Retirement System of Texas
Texas
$2.02M
AIM
255
Artemis Investment Management
United Kingdom
$2.01M
IA
256
Icon Advisers
Colorado
$1.99M
Janus Henderson Group
257
Janus Henderson Group
United Kingdom
$1.98M
CS
258
Candriam SCA
Luxembourg
$1.96M
MFIM
259
Mesirow Financial Investment Management
Illinois
$1.94M
NAM
260
Nissay Asset Management
Japan
$1.91M
EC
261
EJF Capital
Virginia
$1.9M
VPIM
262
Vanguard Personalized Indexing Management
California
$1.86M
IIM
263
INTECH Investment Management
Florida
$1.86M
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$1.81M
EAMA
265
EFG Asset Management (Americas)
Florida
$1.81M
RBA
266
Richard Bernstein Advisors
New York
$1.81M
TD Asset Management
267
TD Asset Management
Ontario, Canada
$1.78M
CWA
268
Carolina Wealth Advisors
South Carolina
$1.74M
Credit Agricole
269
Credit Agricole
France
$1.73M
VT
270
Vise Technologies
New York
$1.72M
CAM
271
Cresset Asset Management
Illinois
$1.72M
I
272
InceptionR
California
$1.7M
LWMM
273
Legacy Wealth Management (Mississippi)
Mississippi
$1.69M
SFI
274
Susquehanna Fundamental Investments
Pennsylvania
$1.69M
AUB
275
Atlantic Union Bankshares
Virginia
$1.68M