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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 %
Truist Financial
351
Truist Financial
North Carolina
$601K +$103K +1,979 +21%
RIL
352
Rothschild Investment LLC
Illinois
$595K – – –
SCM
353
Shelton Capital Management
Colorado
$586K -$24.1K -463 -4%
PA
354
Pinnacle Associates
New York
$586K -$21.4K -410 -4%
DILIC
355
Dai-ichi Life Insurance Company
Japan
$586K – – –
EH
356
Equitable Holdings
New York
$569K +$3.44K +66 +0.6%
Walleye Capital
357
Walleye Capital
New York
$561K +$561K +10,778 New
OCBCO
358
Oversea-Chinese Banking Corp (OCBC)
Singapore
$555K – – –
GS
359
GWN Securities
Florida
$555K +$555K +10,330 New
MYLI
360
Meiji Yasuda Life Insurance
Japan
$553K +$235K +4,510 +74%
SRL
361
Scientech Research LLC
New Jersey
$552K +$552K +10,595 New
AFG
362
Atomi Financial Group
New York
$552K +$209K +4,014 +61%
US Bancorp
363
US Bancorp
Minnesota
$543K +$94.9K +1,821 +21%
GI
364
GAMMA Investing
California
$540K +$102K +1,961 +23%
Vontobel Holding
365
Vontobel Holding
Switzerland
$528K -$23.1K -443 -4%
IWC
366
Integrated Wealth Concepts
Massachusetts
$526K +$5.83K +112 +1%
ASN
367
Advisory Services Network
Georgia
$517K -$50.5K -969 -9%
PA
368
Profund Advisors
Maryland
$515K -$281K -5,391 -35%
ECM
369
Everence Capital Management
Indiana
$506K – – –
PTC
370
Petrus Trust Company
Texas
$499K -$225K -4,318 -31%
FTWA
371
Fifth Third Wealth Advisors
Ohio
$499K +$1.62K +31 +0.3%
WSFS
372
Wilmington Savings Fund Society
Delaware
$497K -$93.4K -1,794 -16%
GC
373
Guggenheim Capital
Illinois
$497K -$6.77K -130 -1%
EI
374
Ellevest Inc
New York
$489K -$10.3K -198 -2%
LCM
375
Laurion Capital Management
New York
$486K +$486K +9,325 New
13 14
15
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