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Equitable Holdings

546 hedge funds and large institutions have $13.3B invested in Equitable Holdings in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 158 increasing their positions, 252 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

4% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 74

3% less funds holding

Funds holding: 560546 (-14)

37% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 252

Holders
546
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
$2.8M
Puts
$43K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$1.21M
Credit Agricole
277
Credit Agricole
France
$1.2M
RWM
278
Ritholtz Wealth Management
New York
$1.17M
PCM
279
Prelude Capital Management
New York
$1.14M
MFIM
280
Mesirow Financial Investment Management
Illinois
$1.14M
XT
281
XTX Topco
Cayman Islands
$1.06M
TI
282
Tidal Investments
Wisconsin
$1.04M
NAMI
283
Nomura Asset Management International
Pennsylvania
$1.04M
CIP
284
Capital Insight Partners
Arizona
$1.02M
BCI
285
Brinker Capital Investments
Pennsylvania
$1M
SAM
286
Securian Asset Management
Minnesota
$995K
CGH
287
Crossmark Global Holdings
Texas
$991K
AF
288
Avanza Fonder
Sweden
$983K
CIBC Asset Management
289
CIBC Asset Management
Ontario, Canada
$978K
AssetMark Inc
290
AssetMark Inc
California
$975K
IMCOOI
291
Investment Management Corp of Ontario (IMCO)
Canada
$963K
AC
292
Allstate Corporation
Illinois
$960K
JFG
293
Jefferies Financial Group
New York
$953K
GI
294
GAMCO Investors
Connecticut
$947K
RB
295
Rodgers Brothers
Pennsylvania
$905K
JSSH
296
J. Safra Sarasin Holding
$897K
GT
297
Greenleaf Trust
Michigan
$837K
Pathstone Holdings
298
Pathstone Holdings
New Jersey
$829K
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$825K
QCM
300
QRG Capital Management
Illinois
$813K