EQH icon

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
STA
301
Summit Trail Advisors
New York
$785K
BF
302
BOK Financial
Oklahoma
$783K
FRM
303
Fox Run Management
Connecticut
$768K
Mariner
304
Mariner
Kansas
$729K
GIBU
305
Gulf International Bank (UK)
United Kingdom
$721K
MSRPS
306
Maryland State Retirement & Pension System
Maryland
$704K
Creative Planning
307
Creative Planning
Kansas
$698K
PCM
308
Polymer Capital Management
New York
$693K
EH
309
Equitable Holdings
New York
$678K
TMAM
310
Tokio Marine Asset Management
Japan
$674K
WG
311
Winton Group
United Kingdom
$667K
Assenagon Asset Management
312
Assenagon Asset Management
Luxembourg
$660K
AAIS
313
ABN AMRO Investment Solutions
$642K
EOJOAM
314
E. Ohman J:or Asset Management
Sweden
$619K
QIM
315
Quantitative Investment Management
Virginia
$616K
RIM
316
Rakuten Investment Management
Japan
$614K
SFA
317
Sequoia Financial Advisors
Ohio
$613K
MYAM
318
Meiji Yasuda Asset Management
Japan
$601K
ACM
319
Aquatic Capital Management
Illinois
$597K
NS
320
NBC Securities
Alabama
$588K
AG
321
AIA Group
Hong Kong
$587K
SFI
322
Siemens Fonds Invest
Germany
$584K
BAMF
323
BI Asset Management Fondsmaeglerselskab
Denmark
$579K
OAC
324
OMERS Administration Corp
Ontario, Canada
$574K
AI
325
AXS Investments
New York
$572K