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Equitable Holdings
EQH

562 hedge funds and large institutions have $13.9B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 228 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $4.4M

3% less funds holding

Funds holding: 582 → 562 (-20)

5.99% less ownership

Funds ownership: 97.23% → 91.25% (-6%)

16% less capital invested

Capital invested by funds: $16.6B → $13.9B (-$2.69B)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

20% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
562
Holders Change
-20
Holders Change %
-3.44%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
65
Increased
182
Reduced
228
Closed
79
Calls
$7.96M
Puts
$4.4M
Net Calls
+$3.56M
Net Calls Change
-$17M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$193M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$106M
3
LCOV
London Company of Virginia
Virginia
+$63.9M
4
Millennium Management
Millennium Management
New York
+$61.4M
5
CAM
Close Asset Management
United Kingdom
+$47M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$137M
2
Invesco
Invesco
Georgia
-$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$90.2M
4
Man Group
Man Group
United Kingdom
-$79.7M
5
Amundi
Amundi
France
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
276
Susquehanna Fundamental Investments
Pennsylvania
$1.69M +$1.76M +33,223 New
AUB
277
Atlantic Union Bankshares
Virginia
$1.68M +$1.76M +33,168 New
BCI
278
Brinker Capital Investments
Pennsylvania
$1.68M +$20.6K +389 +1%
CAM
279
Cresset Asset Management
Illinois
$1.67M +$82.6K +1,559 +5%
Truist Financial
280
Truist Financial
North Carolina
$1.67M +$1.12M +21,127 +181%
HighTower Advisors
281
HighTower Advisors
Illinois
$1.66M +$66.1K +1,248 +4%
Cerity Partners
282
Cerity Partners
New York
$1.65M -$270K -5,102 -14%
SOADOR
283
State of Alaska Department of Revenue
Alaska
$1.64M -$102K -1,921 -6%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$1.62M -$6.99K -132 -0.4%
NYLIM
285
New York Life Investment Management
New York
$1.6M -$71K -1,341 -4%
IAN
286
Integrated Advisors Network
Texas
$1.59M -$24.1K -455 -1%
SAM
287
Smith Asset Management
Florida
$1.56M +$240K +4,533 +7%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$1.53M -$105K -1,977 -6%
RWM
289
Ritholtz Wealth Management
New York
$1.53M -$40.7K -768 -2%
WAM
290
Weiss Asset Management
Massachusetts
$1.52M -$38.1K -719 -2%
Nisa Investment Advisors
291
Nisa Investment Advisors
Missouri
$1.52M -$285K -5,381 -15%
RBI
292
Raiffeisen Bank International
Austria
$1.51M +$416K +7,854 +37%
AC
293
AXQ Capital
New Jersey
$1.46M +$1.53M +28,791 New
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.44M +$659K +12,437 +78%
BF
295
BOK Financial
Oklahoma
$1.44M -$80.9K -1,527 -5%
AM
296
AGF Management
Ontario, Canada
$1.4M +$201K +3,802 +16%
PA
297
Pinnacle Associates
New York
$1.39M +$534K +10,090 +58%
Public Employees Retirement Association of Colorado
298
Public Employees Retirement Association of Colorado
Colorado
$1.36M – – –
CA
299
Clearstead Advisors
Ohio
$1.3M -$66.7K -1,260 -5%
Daiwa Securities Group
300
Daiwa Securities Group
Japan
$1.29M -$397K -7,500 -23%
10 11
12
13 14

EQH Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2025, worth a combined $13.9B — down 16% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of EQH and 65 opened new positions — a net loss of 14 holders — while 228 trimmed existing stakes and 182 added.

The largest buyer was Capital International Investors, adding an estimated $193M. The largest seller was Acadian Asset Management, cutting an estimated $137M.

  • 562 institutional investors held Equitable Holdings (EQH) as of Q3 2025, down from 582 in Q2 2025.
  • Funds reported $13.9B of Equitable Holdings stock for Q3 2025, down 16% quarter-over-quarter.
  • 65 funds opened new Equitable Holdings positions in Q3 2025 and 79 closed out, a net change of -14 holders.
  • The largest Equitable Holdings buyer in Q3 2025 was Capital International Investors, an estimated $193M added.
  • The largest Equitable Holdings seller in Q3 2025 was Acadian Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2025.