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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
CIM
376
Cambria Investment Management
California
$463K -$11.8K -229 -3%
SI
377
Seeds Investor
New York
$461K +$411 +8 +0.1%
MAS
378
Meeder Advisory Services
Ohio
$456K +$112K +2,176 +37%
RAM
379
Readystate Asset Management
Illinois
$448K +$411K +7,994 New
RBC
380
Romano Brothers & Co
Illinois
$447K
N
381
Numerai
California
$443K -$30.2K -587 -7%
VCA
382
Verdence Capital Advisors
Maryland
$439K +$402K +7,825 New
QCG
383
Quadrant Capital Group
Ohio
$435K -$37.9K -736 -9%
AFCM
384
Applied Finance Capital Management
Puerto Rico
$434K +$398K +7,740 New
TI
385
Tidal Investments
Wisconsin
$428K +$8.79K +171 +2%
IMCOOI
386
Investment Management Corp of Ontario (IMCO)
Canada
$423K -$2.07M -40,193 -84%
IGAM
387
iA Global Asset Management
Quebec, Canada
$418K +$35.6K +692 +10%
MML Investors Services
388
MML Investors Services
Massachusetts
$415K +$112K +2,174 +42%
Osaic Holdings
389
Osaic Holdings
Arizona
$406K +$96.5K +1,877 +35%
AAF
390
Andra AP-fonden
Sweden
$404K +$370K +7,200 New
CFM
391
Catalyst Funds Management
Australia
$401K -$540K -10,496 -60%
AI
392
Atria Investments
North Carolina
$395K +$53K +1,031 +17%
MOS
393
MGO One Seven
Ohio
$387K -$9.1K -177 -3%
AG
394
Ascent Group
Virginia
$385K -$463 -9 -0.1%
TCM
395
Tributary Capital Management
Nebraska
$380K -$5.14K -100 -1%
CJ
396
Caitlin John
Michigan
$357K +$327K +6,356 New
CAPTRUST Financial Advisors
397
CAPTRUST Financial Advisors
North Carolina
$355K -$29.4K -571 -8%
MMA
398
Miracle Mile Advisors
California
$354K +$9.57K +186 +3%
CL
399
Choreo LLC
Illinois
$354K +$6.33K +123 +2%
Bessemer Group
400
Bessemer Group
New Jersey
$350K +$277K +5,383 +633%

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.