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Equitable Holdings

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
301
Mariner
Kansas
$1.15M +$138K +2,646 +14%
AF
302
Avanza Fonder
Sweden
$1.13M -$57.3K -1,043 -5%
CIP
303
Convergence Investment Partners
Florida
$1.13M +$1.13M +21,633 New
MGP
304
Metis Global Partners
California
$1.12M +$16.8K +323 +2%
FC
305
FORA Capital
Florida
$1.06M +$1.06M +20,322 New
USAA
306
United Services Automobile Association
Texas
$1.06M -$12K -232 -1%
CWA
307
Carolina Wealth Advisors
South Carolina
$1.05M +$783K +15,031 +291%
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$1.04M +$242K +4,652 +30%
GIBU
309
Gulf International Bank (UK)
United Kingdom
$1.01M -$451K -8,664 -31%
CGH
310
Crossmark Global Holdings
Texas
$1M +$4.17K +80 +0.4%
EAM
311
EFG Asset Management
Oregon
$1M +$1M +19,216 New
QT
312
Quantbot Technologies
New York
$974K -$3.41M -65,390 -78%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$970K +$517K +9,936 +114%
RB
314
Rodgers Brothers
Pennsylvania
$964K
HFM
315
Harvest Fund Management
China
$949K +$503K +9,656 +113%
GT
316
Greenleaf Trust
Michigan
$928K
CFM
317
Catalyst Funds Management
Australia
$919K +$669K +12,840 +268%
ET
318
Entropy Technologies
New York
$915K +$915K +17,571 New
ACA
319
Atlas Capital Advisors
Wyoming
$904K +$683K +13,120 +310%
HIM
320
Hillsdale Investment Management
Ontario, Canada
$862K
AIM
321
Anchor Investment Management
South Carolina
$853K -$38.9K -747 -4%
ANTB
322
AMG National Trust Bank
Colorado
$847K -$534K -10,245 -39%
BCI
323
Brinker Capital Investments
Pennsylvania
$838K -$15K -287 -2%
OPS
324
Orion Portfolio Solutions
Nebraska
$838K -$15K -287 -2%
QI
325
Qtron Investments
Massachusetts
$836K +$88.1K +1,692 +12%