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Equitable Holdings

580 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$609M)

Holders
580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.3M
Puts
$53.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
301
Capital Insight Partners
Arizona
$1.24M
AssetMark Inc
302
AssetMark Inc
California
$1.23M
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$1.21M
PCM
304
Prelude Capital Management
New York
$1.19M
SC
305
Savant Capital
Illinois
$1.18M
AF
306
Avanza Fonder
Sweden
$1.16M
JFG
307
Jefferies Financial Group
New York
$1.15M
RBI
308
Raiffeisen Bank International
Austria
$1.14M
GI
309
GAMCO Investors
Connecticut
$1.13M
CGH
310
Crossmark Global Holdings
Texas
$1.1M
RB
311
Rodgers Brothers
Pennsylvania
$1.07M
LAM
312
LECAP Asset Management
United Kingdom
$989K
GCP
313
GSA Capital Partners
United Kingdom
$984K
PA
314
Pinnacle Associates
New York
$971K
GT
315
Greenleaf Trust
Michigan
$951K
AIM
316
Anchor Investment Management
South Carolina
$918K
HIM
317
Hillsdale Investment Management
Ontario, Canada
$912K
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$892K
Pathstone Holdings
319
Pathstone Holdings
New Jersey
$891K
GIBU
320
Gulf International Bank (UK)
United Kingdom
$873K
Pacer Advisors
321
Pacer Advisors
Pennsylvania
$869K
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$835K
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$829K
VIM
324
Vinva Investment Management
Australia
$817K
Janney Montgomery Scott
325
Janney Montgomery Scott
Pennsylvania
$811K