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Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$108M
4
Boston Partners
Boston Partners
Massachusetts
+$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$107M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$249M
2
TIM
Thornburg Investment Management
New Mexico
-$215M
3
SC
Sessa Capital
New York
-$121M
4
Pzena Investment Management
Pzena Investment Management
New York
-$119M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAMA
326
EFG Asset Management (Americas)
Florida
$805K +$805K +15,447 New
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$769K -$109K -2,102 -12%
Janney Montgomery Scott
328
Janney Montgomery Scott
Pennsylvania
$746K -$188K -3,614 -20%
AM
329
AGF Management
Ontario, Canada
$744K +$744K +14,277 New
CWM
330
CIBC World Markets
New York
$743K -$4.32K -83 -0.6%
Creative Planning
331
Creative Planning
Kansas
$742K +$13.6K +261 +2%
CIBC World Market
332
CIBC World Market
Ontario, Canada
$741K +$336K +6,453 +83%
MC
333
Maverick Capital
Texas
$739K +$337K +6,476 +84%
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$733K +$40.1K +769 +6%
SC
335
Savant Capital
Illinois
$732K +$391K +7,515 +115%
TRCT
336
Tower Research Capital (TRC)
New York
$732K -$563K -10,802 -43%
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$731K +$223K +4,285 +44%
FCM
338
FJ Capital Management
Virginia
$711K +$711K +13,648 New
TMAM
339
Tokio Marine Asset Management
Japan
$697K – – –
ProShare Advisors
340
ProShare Advisors
Maryland
$688K -$76.6K -1,470 -10%
BFM
341
Boothbay Fund Management
New York
$686K +$686K +13,166 New
EOJOAM
342
E. Ohman J:or Asset Management
Sweden
$677K -$88.6K -1,700 -12%
XT
343
XTX Topco
Cayman Islands
$665K -$25.8K -496 -4%
MYAM
344
Meiji Yasuda Asset Management
Japan
$649K -$1.62K -31 -0.2%
NS
345
NBC Securities
Alabama
$649K +$648K +12,457 +113,245%
MAM
346
Morse Asset Management
Connecticut
$635K +$635K +12,200 New
AI
347
AXS Investments
New York
$625K – – –
GCP
348
GSA Capital Partners
United Kingdom
$619K -$71.4K -1,370 -10%
A
349
AlphaQuest
New York
$616K -$3.18K -61 -0.5%
CL
350
CSS LLC
Illinois
$612K -$89.6K -1,720 -13%
12 13
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