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Equitable Holdings

555 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 228

Holders
555
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
$7.96M
Puts
$4.4M
Net Calls
Net Calls Change

Top Sellers

1 -$132M
2 -$105M
3 -$86.4M
4
Man Group
Man Group
United Kingdom
-$76.4M
5
Amundi
Amundi
France
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
326
GSA Capital Partners
United Kingdom
$766K
Creative Planning
327
Creative Planning
Kansas
$762K
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$750K
QCM
329
QRG Capital Management
Illinois
$749K
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$730K
IMCOOI
331
Investment Management Corp of Ontario (IMCO)
Canada
$724K
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$724K
TMAM
333
Tokio Marine Asset Management
Japan
$719K
HIS
334
Harvest Investment Services
Illinois
$689K
N
335
Numerai
California
$673K
CIBC World Market
336
CIBC World Market
Ontario, Canada
$670K
EOJOAM
337
E. Ohman J:or Asset Management
Sweden
$660K
ProShare Advisors
338
ProShare Advisors
Maryland
$647K
NS
339
NBC Securities
Alabama
$638K
AFG
340
Atomi Financial Group
New York
$635K
AG
341
AIA Group
Hong Kong
$626K
AI
342
AXS Investments
New York
$609K
Assenagon Asset Management
343
Assenagon Asset Management
Luxembourg
$608K
KIM
344
Kestra Investment Management
Texas
$577K
SM
345
Sciencast Management
New Jersey
$577K
FDP
346
Financiere des Professionnels
Quebec, Canada
$573K
GI
347
GAMMA Investing
California
$567K
MGP
348
Metis Global Partners
California
$558K
CBU
349
CIBC Bancorp USA
Illinois
$553K
VCM
350
Voleon Capital Management
California
$548K