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Equitable Holdings

560 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 228 reducing their positions, and 79 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: $ → $

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

21% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
560
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 -$137M
2 -$109M
3 -$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
AUB
276
Atlantic Union Bankshares
Virginia
$1.68M
BCI
277
Brinker Capital Investments
Pennsylvania
$1.68M
CAM
278
Cresset Asset Management
Illinois
$1.67M
Truist Financial
279
Truist Financial
North Carolina
$1.67M
HighTower Advisors
280
HighTower Advisors
Illinois
$1.66M
Cerity Partners
281
Cerity Partners
New York
$1.65M
SOADOR
282
State of Alaska Department of Revenue
Alaska
$1.64M
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$1.62M
NYLIM
284
New York Life Investment Management
New York
$1.6M
IAN
285
Integrated Advisors Network
Texas
$1.59M
SAM
286
Smith Asset Management
Florida
$1.56M
Bank of Montreal
287
Bank of Montreal
Ontario, Canada
$1.53M
RWM
288
Ritholtz Wealth Management
New York
$1.53M
WAM
289
Weiss Asset Management
Massachusetts
$1.52M
Nisa Investment Advisors
290
Nisa Investment Advisors
Missouri
$1.52M
RBI
291
Raiffeisen Bank International
Austria
$1.51M
AC
292
AXQ Capital
New Jersey
$1.46M
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.44M
BF
294
BOK Financial
Oklahoma
$1.44M
AM
295
AGF Management
Ontario, Canada
$1.4M
PA
296
Pinnacle Associates
New York
$1.39M
Public Employees Retirement Association of Colorado
297
Public Employees Retirement Association of Colorado
Colorado
$1.36M
CA
298
Clearstead Advisors
Ohio
$1.3M
Daiwa Securities Group
299
Daiwa Securities Group
Japan
$1.29M
MF
300
Magnetar Financial
Illinois
$1.27M