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Equitable Holdings

580 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$609M)

Holders
580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.3M
Puts
$53.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDP
351
Financiere des Professionnels
Quebec, Canada
$634K
HFM
352
Harvest Fund Management
China
$622K
SCM
353
Shelton Capital Management
Colorado
$617K
MGP
354
Metis Global Partners
California
$616K
EH
355
Equitable Holdings
New York
$607K
MLM
356
Mount Lucas Management
Pennsylvania
$601K
OCBCO
357
Oversea-Chinese Banking Corp (OCBC)
Singapore
$598K
AWM
358
Apollon Wealth Management
South Carolina
$576K
MFG
359
Merit Financial Group
Georgia
$572K
SCA
360
Snowden Capital Advisors
New York
$560K
EI
361
Ellevest Inc
New York
$549K
ECM
362
Everence Capital Management
Indiana
$545K
MYLI
363
Meiji Yasuda Life Insurance
Japan
$543K
FTWA
364
Fifth Third Wealth Advisors
Ohio
$539K
IPW
365
Impact Partnership Wealth
Georgia
$526K
Vontobel Holding
366
Vontobel Holding
Switzerland
$523K
PA
367
Profund Advisors
Maryland
$514K
US Bancorp
368
US Bancorp
Minnesota
$510K
GC
369
Guggenheim Capital
Illinois
$507K
PMAM
370
Picton Mahoney Asset Management
Ontario, Canada
$496K
RIL
371
Rothschild Investment LLC
Illinois
$489K
I
372
InceptionR
California
$483K
MYAM
373
Meiji Yasuda Asset Management
Japan
$476K
FFG
374
Fiduciary Financial Group
California
$464K
CIM
375
Cambria Investment Management
California
$463K