EQH icon

Equitable Holdings

555 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, 177 increasing their positions, 228 reducing their positions, and 81 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: $ → $

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 228

Holders
555
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
NWAG
401
Net Worth Advisory Group
Utah
$274K
CB
402
Commerce Bank
Missouri
$270K
AAIS
403
ABN AMRO Investment Solutions
$269K
UM
404
UniSuper Management
Australia
$269K
FCM
405
Fieldview Capital Management
Michigan
$267K
KCM
406
Kathmere Capital Management
Pennsylvania
$264K
OIA
407
OneDigital Investment Advisors
Kansas
$263K
Rafferty Asset Management
408
Rafferty Asset Management
New York
$263K
CFO
409
Callan Family Office
Pennsylvania
$257K
VI
410
Vestcor Inc
New Brunswick, Canada
$257K
FFM
411
Forum Financial Management
Illinois
$255K
DO
412
denkapparat Operations
Germany
$249K
SFA
413
Sequoia Financial Advisors
Ohio
$247K
AAP
414
Arax Advisory Partners
Colorado
$246K
HWM
415
HB Wealth Management
Georgia
$242K
WPC
416
Wedmont Private Capital
Pennsylvania
$240K
PP
417
PDS Planning
Ohio
$239K
MMA
418
Miracle Mile Advisors
California
$238K
UCFA
419
United Capital Financial Advisors
Texas
$238K
LAM
420
Longboard Asset Management
Arizona
$234K
Tudor Investment Corp
421
Tudor Investment Corp
Connecticut
$233K
S
422
SignatureFD
Georgia
$231K
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$225K
BAM
424
Blueshift Asset Management
New Jersey
$221K
UB
425
UMB Bank
Missouri
$220K