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Equitable Holdings
EQH

562 hedge funds and large institutions have $13.9B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 228 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $4.4M

3% less funds holding

Funds holding: 582 → 562 (-20)

5.99% less ownership

Funds ownership: 97.23% → 91.25% (-6%)

16% less capital invested

Capital invested by funds: $16.6B → $13.9B (-$2.69B)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

20% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
562
Holders Change
-20
Holders Change %
-3.44%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
65
Increased
182
Reduced
228
Closed
79
Calls
$7.96M
Puts
$4.4M
Net Calls
+$3.56M
Net Calls Change
-$17M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$193M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$106M
3
LCOV
London Company of Virginia
Virginia
+$63.9M
4
Millennium Management
Millennium Management
New York
+$61.4M
5
CAM
Close Asset Management
United Kingdom
+$47M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$137M
2
Invesco
Invesco
Georgia
-$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$90.2M
4
Man Group
Man Group
United Kingdom
-$79.7M
5
Amundi
Amundi
France
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pathstone Holdings
326
Pathstone Holdings
New Jersey
$818K +$11.9K +225 +1%
TSS
327
Two Sigma Securities
New York
$788K +$822K +15,525 New
GIBU
328
Gulf International Bank (UK)
United Kingdom
$768K -$23.4K -442 -3%
GCP
329
GSA Capital Partners
United Kingdom
$766K -$130K -2,450 -14%
Creative Planning
330
Creative Planning
Kansas
$762K +$38.7K +730 +5%
MSRPS
331
Maryland State Retirement & Pension System
Maryland
$750K – – –
QCM
332
QRG Capital Management
Illinois
$749K -$4.17M -78,696 -84%
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$730K -$27.6K -521 -3%
IMCOOI
334
Investment Management Corp of Ontario (IMCO)
Canada
$724K +$356K +6,719 +89%
CIBC Asset Management
335
CIBC Asset Management
Ontario, Canada
$724K +$4.98K +94 +0.7%
TMAM
336
Tokio Marine Asset Management
Japan
$719K +$5.99K +113 +0.8%
HIS
337
Harvest Investment Services
Illinois
$689K +$72.7K +1,373 +11%
N
338
Numerai
California
$673K +$283K +5,350 +68%
CIBC World Market
339
CIBC World Market
Ontario, Canada
$670K -$12K -226 -2%
EOJOAM
340
E. Ohman J:or Asset Management
Sweden
$660K – – –
ProShare Advisors
341
ProShare Advisors
Maryland
$647K -$38.8K -733 -5%
NS
342
NBC Securities
Alabama
$638K +$3.97K +75 +0.6%
AFG
343
Atomi Financial Group
New York
$635K +$10.8K +204 +2%
AG
344
AIA Group
Hong Kong
$626K +$653K +12,326 New
AI
345
AXS Investments
New York
$609K – – –
Assenagon Asset Management
346
Assenagon Asset Management
Luxembourg
$608K -$4.93M -93,040 -89%
KIM
347
Kestra Investment Management
Texas
$577K +$602K +11,358 New
SM
348
Sciencast Management
New Jersey
$577K -$722K -13,626 -55%
FDP
349
Financiere des Professionnels
Quebec, Canada
$573K – – –
GI
350
GAMMA Investing
California
$567K -$8.58K -162 -1%
12 13
14
15 16

EQH Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2025, worth a combined $13.9B — down 16% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of EQH and 65 opened new positions — a net loss of 14 holders — while 228 trimmed existing stakes and 182 added.

The largest buyer was Capital International Investors, adding an estimated $193M. The largest seller was Acadian Asset Management, cutting an estimated $137M.

  • 562 institutional investors held Equitable Holdings (EQH) as of Q3 2025, down from 582 in Q2 2025.
  • Funds reported $13.9B of Equitable Holdings stock for Q3 2025, down 16% quarter-over-quarter.
  • 65 funds opened new Equitable Holdings positions in Q3 2025 and 79 closed out, a net change of -14 holders.
  • The largest Equitable Holdings buyer in Q3 2025 was Capital International Investors, an estimated $193M added.
  • The largest Equitable Holdings seller in Q3 2025 was Acadian Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2025.