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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
IAN
276
Integrated Advisors Network
Texas
$1.78M +$38.8K +755 +2%
HighTower Advisors
277
HighTower Advisors
Illinois
$1.76M +$167K +3,239 +11%
Two Sigma Investments
278
Two Sigma Investments
New York
$1.76M -$9.53M -185,377 -86%
CAM
279
Cresset Asset Management
Illinois
$1.76M +$1.36M +26,497 +546%
RWM
280
Ritholtz Wealth Management
New York
$1.73M +$823 +16 +0.1%
WAM
281
Weiss Asset Management
Massachusetts
$1.72M +$1.58M +30,743 New
JF
282
Jump Financial
Illinois
$1.71M +$1.57M +30,517 New
BF
283
BOK Financial
Oklahoma
$1.67M +$1.53M +29,737 +54,067%
OTPPB
284
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.66M +$80.8K +1,571 +6%
LCOV
285
London Company of Virginia
Virginia
$1.63M +$1.5M +29,121 New
BOTPPF
286
Board of the Pension Protection Fund
United Kingdom
$1.59M +$1.46M +28,300 New
AAS
287
Avantax Advisory Services
Texas
$1.58M +$259K +5,030 +22%
HAI
288
Hennessy Advisors Inc
California
$1.51M +$154K +3,000 +13%
CA
289
Clearstead Advisors
Ohio
$1.51M +$22.1K +430 +2%
Public Employees Retirement Association of Colorado
290
Public Employees Retirement Association of Colorado
Colorado
$1.5M
IC
291
IEQ Capital
California
$1.5M -$1.2M -23,339 -47%
CWA
292
Carolina Wealth Advisors
South Carolina
$1.5M +$332K +6,450 +32%
ASN
293
Advisory Services Network
Georgia
$1.49M +$977K +19,004 +192%
TAF
294
Tredje AP-fonden
Sweden
$1.48M
Mariner
295
Mariner
Kansas
$1.4M +$151K +2,934 +13%
SM
296
Sciencast Management
New Jersey
$1.4M -$948K -18,426 -42%
RIM
297
Redwood Investment Management
Arizona
$1.37M -$1.23M -23,926 -95%
AM
298
AGF Management
Ontario, Canada
$1.33M +$483K +9,400 +66%
IIM
299
INTECH Investment Management
Florida
$1.32M -$405K -7,879 -25%
IQI
300
Integrated Quantitative Investments
Washington
$1.31M +$810K +15,748 +209%

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.