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Equitable Holdings

560 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 228 reducing their positions, and 79 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: $ → $

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

21% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
560
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 -$137M
2 -$109M
3 -$90.2M
4
Man Group
Man Group
United Kingdom
-$79.7M
5
Amundi
Amundi
France
-$70.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
351
CIBC Bancorp USA
Illinois
$553K
VCM
352
Voleon Capital Management
California
$548K
SCM
353
Shelton Capital Management
Colorado
$547K
IWC
354
Integrated Wealth Concepts
Massachusetts
$537K
FRM
355
Fox Run Management
Connecticut
$527K
CIM
356
Cambria Investment Management
California
$524K
MFG
357
Merit Financial Group
Georgia
$521K
AWM
358
Apollon Wealth Management
South Carolina
$521K
AC
359
Allstate Corporation
Illinois
$517K
MLM
360
Mount Lucas Management
Pennsylvania
$507K
ECM
361
Everence Capital Management
Indiana
$493K
FTWA
362
Fifth Third Wealth Advisors
Ohio
$488K
MAS
363
Meeder Advisory Services
Ohio
$487K
CFM
364
Catalyst Funds Management
Australia
$482K
Vontobel Holding
365
Vontobel Holding
Switzerland
$474K
AI
366
Atria Investments
North Carolina
$467K
US Bancorp
367
US Bancorp
Minnesota
$463K
RIL
368
Rothschild Investment LLC
Illinois
$463K
PA
369
Profund Advisors
Maryland
$462K
Walleye Capital
370
Walleye Capital
New York
$459K
EI
371
Ellevest Inc
New York
$421K
RBC
372
Romano Brothers & Co
Illinois
$405K
MYAM
373
Meiji Yasuda Asset Management
Japan
$394K
TI
374
Tidal Investments
Wisconsin
$389K
CJ
375
Caitlin John
Michigan
$388K