EQH icon

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
SCM
351
Shelton Capital Management
Colorado
$547K
IWC
352
Integrated Wealth Concepts
Massachusetts
$537K
FRM
353
Fox Run Management
Connecticut
$527K
CIM
354
Cambria Investment Management
California
$524K
MFG
355
Merit Financial Group
Georgia
$521K
AWM
356
Apollon Wealth Management
South Carolina
$521K
AC
357
Allstate Corporation
Illinois
$517K
MLM
358
Mount Lucas Management
Pennsylvania
$507K
ECM
359
Everence Capital Management
Indiana
$493K
FTWA
360
Fifth Third Wealth Advisors
Ohio
$488K
MAS
361
Meeder Advisory Services
Ohio
$487K
CFM
362
Catalyst Funds Management
Australia
$482K
Vontobel Holding
363
Vontobel Holding
Switzerland
$474K
AI
364
Atria Investments
North Carolina
$467K
US Bancorp
365
US Bancorp
Minnesota
$463K
RIL
366
Rothschild Investment LLC
Illinois
$463K
PA
367
Profund Advisors
Maryland
$462K
Walleye Capital
368
Walleye Capital
New York
$459K
SC
369
Savant Capital
Illinois
$453K
EI
370
Ellevest Inc
New York
$421K
RBC
371
Romano Brothers & Co
Illinois
$405K
MYAM
372
Meiji Yasuda Asset Management
Japan
$394K
TI
373
Tidal Investments
Wisconsin
$389K
CJ
374
Caitlin John
Michigan
$388K
QCG
375
Quadrant Capital Group
Ohio
$385K