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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
RFC
376
Regions Financial Corp
Alabama
$293K
MOS
377
MGO One Seven
Ohio
$291K
CL
378
Choreo LLC
Illinois
$290K
HCA
379
Hyperion Capital Advisors
New York
$289K
CIBC World Market
380
CIBC World Market
Ontario, Canada
$288K
ATPW
381
Ashton Thomas Private Wealth
Arizona
$279K
CFO
382
Callan Family Office
Pennsylvania
$278K
Osaic Holdings
383
Osaic Holdings
Arizona
$278K
AI
384
Atria Investments
North Carolina
$277K
Fidelity International
385
Fidelity International
Bermuda
$277K
Jones Financial Companies
386
Jones Financial Companies
Missouri
$267K
HWM
387
HB Wealth Management
Georgia
$266K
HT
388
Headlands Technologies
Illinois
$264K
PAS
389
Park Avenue Securities
New York
$263K
Cambridge Investment Research Advisors
390
Cambridge Investment Research Advisors
Iowa
$263K
NWAG
391
Net Worth Advisory Group
Utah
$256K
LNWTC
392
Laird Norton Wetherby Trust Company
Washington
$253K
UM
393
UniSuper Management
Australia
$253K
KCM
394
Kathmere Capital Management
Pennsylvania
$252K
RS
395
R Squared
Hong Kong
$248K
SCA
396
Snowden Capital Advisors
New York
$242K
VI
397
Vestcor Inc
New Brunswick, Canada
$241K
National Bank of Canada
398
National Bank of Canada
Quebec, Canada
$239K
UBP
399
Union Bancaire Privee
Switzerland
$237K
DO
400
denkapparat Operations
Germany
$233K