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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
+$177M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$109M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$103M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$86.8M
5
Boston Partners
Boston Partners
Massachusetts
+$83.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$165M
3
Pzena Investment Management
Pzena Investment Management
New York
-$93.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.7M
5
SC
Samlyn Capital
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
351
Equitable Holdings
New York
$607K -$5.83K -104 -1%
MLM
352
Mount Lucas Management
Pennsylvania
$601K +$601K +10,710 New
OCBCO
353
Oversea-Chinese Banking Corp (OCBC)
Singapore
$598K – – –
AWM
354
Apollon Wealth Management
South Carolina
$576K +$576K +10,269 New
MFG
355
Merit Financial Group
Georgia
$572K +$208K +3,711 +57%
SCA
356
Snowden Capital Advisors
New York
$560K +$315K +5,619 +129%
EI
357
Ellevest Inc
New York
$549K +$22.3K +397 +4%
ECM
358
Everence Capital Management
Indiana
$545K – – –
MYLI
359
Meiji Yasuda Life Insurance
Japan
$543K -$52.7K -940 -9%
FTWA
360
Fifth Third Wealth Advisors
Ohio
$539K +$1.46K +26 +0.3%
IPW
361
Impact Partnership Wealth
Georgia
$526K +$526K +9,373 New
Vontobel Holding
362
Vontobel Holding
Switzerland
$523K -$45.7K -815 -8%
PA
363
Profund Advisors
Maryland
$514K -$40.8K -727 -7%
US Bancorp
364
US Bancorp
Minnesota
$510K -$73.9K -1,318 -13%
GC
365
Guggenheim Capital
Illinois
$507K -$27.7K -494 -5%
PMAM
366
Picton Mahoney Asset Management
Ontario, Canada
$496K +$384K +6,840 +342%
RIL
367
Rothschild Investment LLC
Illinois
$489K -$151K -2,700 -24%
I
368
InceptionR
California
$483K +$483K +8,611 New
MYAM
369
Meiji Yasuda Asset Management
Japan
$476K -$224K -3,987 -32%
FFG
370
Fiduciary Financial Group
California
$464K +$559 +10 +0.1%
CIM
371
Cambria Investment Management
California
$463K -$12.8K -229 -3%
SI
372
Seeds Investor
New York
$461K +$449 +8 +0.1%
MAS
373
Meeder Advisory Services
Ohio
$456K +$122K +2,176 +37%
RAM
374
Readystate Asset Management
Illinois
$448K +$448K +7,994 New
RBC
375
Romano Brothers & Co
Illinois
$447K – – –
13 14
15
16 17