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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 %
PAS
401
Park Avenue Securities
New York
$321K +$321K +5,723 New
BIG
402
Brooklyn Investment Group
New York
$320K +$127K +2,272 +66%
KCM
403
Kathmere Capital Management
Pennsylvania
$315K -$65.7K -1,171 -17%
CCM
404
Coldstream Capital Management
Washington
$311K +$3.65K +65 +1%
AWE
405
Avidian Wealth Enterprises
Texas
$299K -$8.47K -151 -3%
Rafferty Asset Management
406
Rafferty Asset Management
New York
$298K -$168 -3 -0.1%
AAIS
407
ABN AMRO Investment Solutions
$298K +$32.5K +579 +12%
UM
408
UniSuper Management
Australia
$297K -$44.9K -800 -13%
Jones Financial Companies
409
Jones Financial Companies
Missouri
$292K +$128K +2,287 +78%
William Blair & Company
410
William Blair & Company
Illinois
$291K – – –
CB
411
Commerce Bank
Missouri
$287K +$38.2K +681 +15%
VI
412
Vestcor Inc
New Brunswick, Canada
$284K -$6.9K -123 -2%
FFM
413
Forum Financial Management
Illinois
$279K +$2.58K +46 +0.9%
MA
414
Mutual Advisors
Nebraska
$275K -$59.7K -1,134 -18%
DO
415
denkapparat Operations
Germany
$275K +$275K +4,898 New
PP
416
PDS Planning
Ohio
$271K +$23.1K +411 +9%
HWM
417
HB Wealth Management
Georgia
$269K +$10.3K +184 +4%
PAM
418
Panagora Asset Management
Massachusetts
$259K -$94.9K -1,692 -27%
LAM
419
Longboard Asset Management
Arizona
$259K – – –
S
420
SignatureFD
Georgia
$256K -$22.1K -394 -8%
CFO
421
Callan Family Office
Pennsylvania
$256K +$256K +4,564 New
UB
422
UMB Bank
Missouri
$253K +$15.8K +281 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
423
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$253K +$253K +4,505 New
VSQM
424
V-Square Quantitative Management
Illinois
$250K -$7.13K -127 -3%
WPC
425
Wedmont Private Capital
Pennsylvania
$248K +$6.17K +116 +3%
15 16
17
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