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Equitable Holdings
EQH

Overview Fund Activity

576 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$413M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$720M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$122M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$416M
5
Boston Partners
Boston Partners
Massachusetts
$200M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$940M
3
Pzena Investment Management
Pzena Investment Management
New York
$238M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$988M
5
SC
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
326
Qtron Investments
Massachusetts
$792K -$108K -1,934 -12%
TMAM
327
Tokio Marine Asset Management
Japan
$788K +$37K +659 +5%
SG Americas Securities
328
SG Americas Securities
New York
$771K -$4.43M -78,938 -85%
ProShare Advisors
329
ProShare Advisors
Maryland
$756K +$15.2K +271 +2%
CCM
330
Cinctive Capital Management
New York
$754K -$2.55M -45,496 -77%
CIBC World Market
331
CIBC World Market
Ontario, Canada
$753K -$45K -803 -6%
CMF
332
Counterpoint Mutual Funds
California
$736K +$736K +13,115 New
IWC
333
Integrated Wealth Concepts
Massachusetts
$731K +$164K +2,931 +29%
EOJOAM
334
E. Ohman J:or Asset Management
Sweden
$729K – – –
EGM
335
Engineers Gate Manager
New York
$728K -$693K -12,357 -49%
CL
336
CSS LLC
Illinois
$725K +$65.1K +1,160 +10%
CWM
337
CIBC World Markets
New York
$717K -$83.1K -1,481 -10%
MAM
338
Morse Asset Management
Connecticut
$712K +$27.5K +490 +4%
NS
339
NBC Securities
Alabama
$700K +$953 +17 +0.1%
AFG
340
Atomi Financial Group
New York
$690K +$96.3K +1,716 +16%
HIS
341
Harvest Investment Services
Illinois
$685K +$347K +6,182 +103%
AI
342
AXS Investments
New York
$673K – – –
Truist Financial
343
Truist Financial
North Carolina
$656K +$8.98K +160 +1%
TRCT
344
Tower Research Capital (TRC)
New York
$648K -$140K -2,504 -18%
LAM
345
L2 Asset Management
Massachusetts
$639K +$639K +11,385 New
GI
346
GAMMA Investing
California
$635K +$53.1K +947 +9%
FDP
347
Financiere des Professionnels
Quebec, Canada
$634K +$634K +11,293 New
HFM
348
Harvest Fund Management
China
$622K -$400K -7,128 -39%
SCM
349
Shelton Capital Management
Colorado
$617K -$14.5K -259 -2%
MGP
350
Metis Global Partners
California
$616K -$592K -10,546 -49%
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14
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