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Equitable Holdings
EQH

Overview Fund Activity

576 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$177M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$109M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$103M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$86.8M
5
Boston Partners
Boston Partners
Massachusetts
+$83.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$165M
3
Pzena Investment Management
Pzena Investment Management
New York
-$93.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.7M
5
SC
Samlyn Capital
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
376
Numerai
California
$443K -$32.9K -587 -7%
VCA
377
Verdence Capital Advisors
Maryland
$439K +$439K +7,825 New
QCG
378
Quadrant Capital Group
Ohio
$435K -$41.3K -736 -9%
AFCM
379
Applied Finance Capital Management
Puerto Rico
$434K +$434K +7,740 New
TI
380
Tidal Investments
Wisconsin
$428K +$9.59K +171 +2%
IMCOOI
381
Investment Management Corp of Ontario (IMCO)
Canada
$423K -$2.25M -40,193 -84%
IGAM
382
iA Global Asset Management
Quebec, Canada
$418K +$38.9K +692 +10%
MML Investors Services
383
MML Investors Services
Massachusetts
$415K +$122K +2,174 +42%
AAF
384
Andra AP-fonden
Sweden
$404K +$404K +7,200 New
CFM
385
Catalyst Funds Management
Australia
$401K -$589K -10,496 -60%
AI
386
Atria Investments
North Carolina
$395K +$57.8K +1,031 +17%
MOS
387
MGO One Seven
Ohio
$387K -$9.93K -177 -3%
AG
388
Ascent Group
Virginia
$385K -$505 -9 -0.1%
TCM
389
Tributary Capital Management
Nebraska
$380K -$5.61K -100 -1%
CJ
390
Caitlin John
Michigan
$357K +$357K +6,356 New
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$355K -$32K -571 -8%
MMA
392
Miracle Mile Advisors
California
$354K +$10.4K +186 +3%
CL
393
Choreo LLC
Illinois
$354K +$6.9K +123 +2%
Bessemer Group
394
Bessemer Group
New Jersey
$350K +$302K +5,383 +633%
FC
395
FORA Capital
Florida
$347K -$793K -14,130 -70%
OIA
396
OneDigital Investment Advisors
Kansas
$347K +$72.7K +1,296 +27%
ATPW
397
Ashton Thomas Private Wealth
Arizona
$345K +$4.21K +75 +1%
HCA
398
Hyperion Capital Advisors
New York
$340K – – –
Commonwealth Equity Services
399
Commonwealth Equity Services
Massachusetts
$338K +$11.4K +203 +3%
P
400
Pitcairn
Pennsylvania
$326K -$36.2K -646 -10%
14 15
16
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