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Equitable Holdings

549 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 173 increasing their positions, 225 reducing their positions, and 80 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: 66 | Existing positions closed: 80

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 225

Holders
549
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 -$132M
2 -$105M
3 -$86.4M
4
Man Group
Man Group
United Kingdom
-$76.4M
5
Amundi
Amundi
France
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UM
401
UniSuper Management
Australia
$269K
FCM
402
Fieldview Capital Management
Michigan
$267K
KCM
403
Kathmere Capital Management
Pennsylvania
$264K
OIA
404
OneDigital Investment Advisors
Kansas
$263K
Rafferty Asset Management
405
Rafferty Asset Management
New York
$263K
CFO
406
Callan Family Office
Pennsylvania
$257K
VI
407
Vestcor Inc
New Brunswick, Canada
$257K
FFM
408
Forum Financial Management
Illinois
$255K
DO
409
denkapparat Operations
Germany
$249K
SFA
410
Sequoia Financial Advisors
Ohio
$247K
AAP
411
Arax Advisory Partners
Colorado
$246K
HWM
412
HB Wealth Management
Georgia
$242K
WPC
413
Wedmont Private Capital
Pennsylvania
$240K
PP
414
PDS Planning
Ohio
$239K
MMA
415
Miracle Mile Advisors
California
$238K
UCFA
416
United Capital Financial Advisors
Texas
$238K
LAM
417
Longboard Asset Management
Arizona
$234K
Tudor Investment Corp
418
Tudor Investment Corp
Connecticut
$233K
S
419
SignatureFD
Georgia
$231K
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$225K
BAM
421
Blueshift Asset Management
New Jersey
$221K
UB
422
UMB Bank
Missouri
$220K
SFI
423
Siemens Fonds Invest
Germany
$219K
Wealthfront Advisers
424
Wealthfront Advisers
California
$218K
DOA
425
D'Orazio & Associates
Virginia
$217K