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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
SAM
301
Securian Asset Management
Minnesota
$1.3M -$20.2K -393 -2%
CIP
302
Convergence Investment Partners
Florida
$1.29M +$67.7K +1,316 +6%
CIP
303
Capital Insight Partners
Arizona
$1.24M
AssetMark Inc
304
AssetMark Inc
California
$1.23M +$1.1M +21,332 +3,555%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$1.21M +$78.1K +1,519 +8%
PCM
306
Prelude Capital Management
New York
$1.19M -$175K -3,406 -14%
AF
307
Avanza Fonder
Sweden
$1.16M
JFG
308
Jefferies Financial Group
New York
$1.15M -$2.57M -49,925 -71%
RBI
309
Raiffeisen Bank International
Austria
$1.14M +$1.08M +20,982 New
GI
310
GAMCO Investors
Connecticut
$1.13M +$1.04M +20,197 New
CGH
311
Crossmark Global Holdings
Texas
$1.1M +$19.3K +375 +2%
RB
312
Rodgers Brothers
Pennsylvania
$1.07M +$25.7K +500 +3%
LAM
313
LECAP Asset Management
United Kingdom
$989K -$2.07M -40,279 -70%
GCP
314
GSA Capital Partners
United Kingdom
$984K +$291K +5,660 +48%
PA
315
Pinnacle Associates
New York
$971K +$312K +6,065 +54%
GT
316
Greenleaf Trust
Michigan
$951K -$43.9K -854 -5%
AIM
317
Anchor Investment Management
South Carolina
$918K
HIM
318
Hillsdale Investment Management
Ontario, Canada
$912K -$15.4K -300 -2%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$892K -$1.89M -36,751 -70%
Pathstone Holdings
320
Pathstone Holdings
New Jersey
$891K +$94.8K +1,844 +13%
GIBU
321
Gulf International Bank (UK)
United Kingdom
$873K -$196K -3,809 -20%
Pacer Advisors
322
Pacer Advisors
Pennsylvania
$869K -$796K -15,468 -50%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$835K -$192K -3,741 -20%
MSRPS
324
Maryland State Retirement & Pension System
Maryland
$829K
VIM
325
Vinva Investment Management
Australia
$817K +$751K +14,603 New

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.