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Equitable Holdings
EQH

Overview Fund Activity

529 hedge funds and large institutions have $14.2B invested in Equitable Holdings in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 197 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+30
Holders Change %
+6.01%
% of All Funds
7.04%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
85
Increased
187
Reduced
197
Closed
45
Calls
$4.7M
Puts
$11.2M
Net Calls
-$6.46M
Net Calls Change
-$708K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$416M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$74.1M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$69.3M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$83M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$53.9M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$386M
2
Viking Global Investors
Viking Global Investors
Connecticut
$36.1M
3
SC
Sessa Capital
New York
$121M
4
BlackRock
BlackRock
New York
$1.4B
5
Citadel Advisors
Citadel Advisors
Florida
$84.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
401
CAPTRUST Financial Advisors
North Carolina
$227K +$227K +4,821 New
CFM
402
Catalyst Funds Management
Australia
$226K +$226K +4,800 New
AT
403
American Trust
Kentucky
$222K +$222K +4,716 New
PWP
404
Phillips Wealth Planners
Mississippi
$221K -$3.22K -67 -1%
MAS
405
Meeder Advisory Services
Ohio
$218K +$218K +4,624 New
Wealthfront Advisers
406
Wealthfront Advisers
California
$217K +$217K +4,609 New
LAM
407
Longboard Asset Management
Arizona
$217K +$217K +4,608 New
AL
408
Aspiriant LLC
California
$214K +$214K +4,547 New
HWM
409
HB Wealth Management
Georgia
$212K +$212K +4,493 New
FFM
410
Forum Financial Management
Illinois
$208K +$208K +4,404 New
TPI
411
Trust Point Inc
Wisconsin
$207K +$207K +4,390 New
DOA
412
D'Orazio & Associates
Virginia
$203K +$203K +4,301 New
CT
413
Colonial Trust
South Carolina
$202K +$13.1K +278 +7%
WPC
414
Wedmont Private Capital
Pennsylvania
$201K +$201K +4,186 New
ACA
415
Atlas Capital Advisors
Wyoming
$199K -$4.43K -94 -2%
VSQM
416
V-Square Quantitative Management
Illinois
$190K +$1.37K +29 +0.7%
HT
417
Headlands Technologies
Illinois
$176K -$569K -12,058 -76%
OAM
418
Ostrum Asset Management
France
$175K -$7.31K -155 -4%
CPG
419
Cornerstone Planning Group
New Jersey
$175K – – –
SPIA
420
Steward Partners Investment Advisory
New York
$151K +$110K +2,333 +267%
Osaic Holdings
421
Osaic Holdings
Arizona
$147K +$42.1K +1,270 +40%
BIG
422
Brooklyn Investment Group
New York
$134K -$5.57K -118 -4%
Jones Financial Companies
423
Jones Financial Companies
Missouri
$131K +$12.5K +266 +11%
EWA
424
EverSource Wealth Advisors
Alabama
$130K +$6.32K +134 +5%
QC
425
Quent Capital
New York
$129K +$2.93K +62 +2%
15 16
17
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