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Equitable Holdings

546 hedge funds and large institutions have $13.3B invested in Equitable Holdings in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 158 increasing their positions, 252 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

4% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 74

3% less funds holding

Funds holding: 560546 (-14)

37% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 252

Holders
546
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
$2.8M
Puts
$43K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
351
Janney Montgomery Scott
Pennsylvania
$425K
LAM
352
L2 Asset Management
Massachusetts
$416K
FCM
353
Fieldview Capital Management
Michigan
$413K
US Bancorp
354
US Bancorp
Minnesota
$412K
PA
355
Profund Advisors
Maryland
$411K
UCFA
356
United Capital Financial Advisors
Texas
$409K
CAPTRUST Financial Advisors
357
CAPTRUST Financial Advisors
North Carolina
$409K
BIG
358
Brooklyn Investment Group
New York
$394K
AWM
359
Apollon Wealth Management
South Carolina
$393K
RBC
360
Romano Brothers & Co
Illinois
$390K
VCA
361
Verdence Capital Advisors
Maryland
$384K
MIF
362
Mediolanum International Funds
Ireland
$379K
AFCM
363
Applied Finance Capital Management
Puerto Rico
$373K
IWC
364
Integrated Wealth Concepts
Massachusetts
$369K
BFM
365
Boothbay Fund Management
New York
$366K
CRC
366
Curi RMB Capital
Illinois
$352K
CCM
367
Coldstream Capital Management
Washington
$352K
SO
368
STRS Ohio
Ohio
$343K
A
369
AlphaQuest
New York
$337K
QCG
370
Quadrant Capital Group
Ohio
$337K
TC
371
TwinBeech Capital
New York
$329K
AG
372
Ascent Group
Virginia
$325K
SI
373
Seeds Investor
New York
$321K
CMF
374
Counterpoint Mutual Funds
California
$300K
TCM
375
Tributary Capital Management
Nebraska
$296K