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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 %
JF
276
Jump Financial
Illinois
$1.71M +$1.71M +30,517 New
BF
277
BOK Financial
Oklahoma
$1.67M +$1.67M +29,737 +54,067%
OTPPB
278
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.66M +$88.1K +1,571 +6%
LCOV
279
London Company of Virginia
Virginia
$1.63M +$1.63M +29,121 New
BOTPPF
280
Board of the Pension Protection Fund
United Kingdom
$1.59M +$1.59M +28,300 New
AAS
281
Avantax Advisory Services
Texas
$1.58M +$282K +5,030 +22%
HAI
282
Hennessy Advisors Inc
California
$1.51M +$168K +3,000 +13%
CA
283
Clearstead Advisors
Ohio
$1.51M +$24.1K +430 +2%
Public Employees Retirement Association of Colorado
284
Public Employees Retirement Association of Colorado
Colorado
$1.5M – – –
IC
285
IEQ Capital
California
$1.5M -$1.31M -23,339 -47%
CWA
286
Carolina Wealth Advisors
South Carolina
$1.5M +$362K +6,450 +32%
ASN
287
Advisory Services Network
Georgia
$1.49M +$976K +19,004 +192%
TAF
288
Tredje AP-fonden
Sweden
$1.48M – – –
Mariner
289
Mariner
Kansas
$1.4M +$165K +2,934 +13%
SM
290
Sciencast Management
New Jersey
$1.4M -$1.03M -18,426 -42%
RIM
291
Redwood Investment Management
Arizona
$1.37M -$24.9M -23,926 -95%
AM
292
AGF Management
Ontario, Canada
$1.33M +$527K +9,400 +66%
IIM
293
INTECH Investment Management
Florida
$1.32M -$442K -7,879 -25%
IQI
294
Integrated Quantitative Investments
Washington
$1.31M +$883K +15,748 +209%
SAM
295
Securian Asset Management
Minnesota
$1.3M -$22K -393 -2%
CIP
296
Convergence Investment Partners
Florida
$1.29M +$73.8K +1,316 +6%
CIP
297
Capital Insight Partners
Arizona
$1.24M – – –
AssetMark Inc
298
AssetMark Inc
California
$1.23M +$1.2M +21,332 +3,555%
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$1.21M +$85.2K +1,519 +8%
PCM
300
Prelude Capital Management
New York
$1.19M -$191K -3,406 -14%
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