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Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
351
GAMMA Investing
California
$635K +$48.7K +947 +9%
FDP
352
Financiere des Professionnels
Quebec, Canada
$634K +$581K +11,293 New
HFM
353
Harvest Fund Management
China
$622K -$367K -7,128 -39%
SCM
354
Shelton Capital Management
Colorado
$617K -$13.3K -259 -2%
MGP
355
Metis Global Partners
California
$616K -$542K -10,546 -49%
EH
356
Equitable Holdings
New York
$607K -$5.35K -104 -1%
MLM
357
Mount Lucas Management
Pennsylvania
$601K +$551K +10,710 New
OCBCO
358
Oversea-Chinese Banking Corp (OCBC)
Singapore
$598K
AWM
359
Apollon Wealth Management
South Carolina
$576K +$528K +10,269 New
MFG
360
Merit Financial Group
Georgia
$572K +$191K +3,711 +57%
SCA
361
Snowden Capital Advisors
New York
$560K +$289K +5,619 +129%
EI
362
Ellevest Inc
New York
$549K +$20.4K +397 +4%
ECM
363
Everence Capital Management
Indiana
$545K
MYLI
364
Meiji Yasuda Life Insurance
Japan
$543K -$48.3K -940 -9%
FTWA
365
Fifth Third Wealth Advisors
Ohio
$539K +$1.34K +26 +0.3%
IPW
366
Impact Partnership Wealth
Georgia
$526K +$482K +9,373 New
Vontobel Holding
367
Vontobel Holding
Switzerland
$523K -$41.9K -815 -8%
PA
368
Profund Advisors
Maryland
$514K -$37.4K -727 -7%
US Bancorp
369
US Bancorp
Minnesota
$510K -$67.8K -1,318 -13%
GC
370
Guggenheim Capital
Illinois
$507K -$25.4K -494 -5%
PMAM
371
Picton Mahoney Asset Management
Ontario, Canada
$496K +$352K +6,840 +342%
RIL
372
Rothschild Investment LLC
Illinois
$489K -$139K -2,700 -24%
I
373
InceptionR
California
$483K +$443K +8,611 New
MYAM
374
Meiji Yasuda Asset Management
Japan
$476K -$205K -3,987 -32%
FFG
375
Fiduciary Financial Group
California
$464K +$514 +10 +0.1%

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.