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Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
326
Janney Montgomery Scott
Pennsylvania
$811K +$6.74K +131 +0.9%
Creative Planning
327
Creative Planning
Kansas
$801K +$2.21K +43 +0.3%
ACA
328
Atlas Capital Advisors
Wyoming
$799K -$160K -3,108 -18%
MC
329
Maverick Capital
Texas
$796K
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$794K +$4.42K +86 +0.6%
QI
331
Qtron Investments
Massachusetts
$792K -$99.5K -1,934 -12%
TMAM
332
Tokio Marine Asset Management
Japan
$788K +$33.9K +659 +5%
SG Americas Securities
333
SG Americas Securities
New York
$771K -$4.06M -78,938 -85%
ProShare Advisors
334
ProShare Advisors
Maryland
$756K +$13.9K +271 +2%
CCM
335
Cinctive Capital Management
New York
$754K -$2.34M -45,496 -77%
CIBC World Market
336
CIBC World Market
Ontario, Canada
$753K -$41.3K -803 -6%
CMF
337
Counterpoint Mutual Funds
California
$736K +$675K +13,115 New
IWC
338
Integrated Wealth Concepts
Massachusetts
$731K +$151K +2,931 +29%
EOJOAM
339
E. Ohman J:or Asset Management
Sweden
$729K
EGM
340
Engineers Gate Manager
New York
$728K -$636K -12,357 -49%
CL
341
CSS LLC
Illinois
$725K +$59.7K +1,160 +10%
CWM
342
CIBC World Markets
New York
$717K -$76.2K -1,481 -10%
MAM
343
Morse Asset Management
Connecticut
$712K +$25.2K +490 +4%
NS
344
NBC Securities
Alabama
$700K +$874 +17 +0.1%
AFG
345
Atomi Financial Group
New York
$690K +$88.3K +1,716 +16%
HIS
346
Harvest Investment Services
Illinois
$685K +$318K +6,182 +103%
AI
347
AXS Investments
New York
$673K
Truist Financial
348
Truist Financial
North Carolina
$656K +$8.23K +160 +1%
TRCT
349
Tower Research Capital (TRC)
New York
$648K -$129K -2,504 -18%
LAM
350
L2 Asset Management
Massachusetts
$639K +$586K +11,385 New

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.