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Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$108M
4
Boston Partners
Boston Partners
Massachusetts
+$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$107M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$249M
2
TIM
Thornburg Investment Management
New Mexico
-$215M
3
SC
Sessa Capital
New York
-$121M
4
Pzena Investment Management
Pzena Investment Management
New York
-$119M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
401
Panagora Asset Management
Massachusetts
$329K +$15.4K +296 +5%
CL
402
Choreo LLC
Illinois
$322K -$133K -2,548 -29%
MMA
403
Miracle Mile Advisors
California
$319K -$6.41K -123 -2%
UM
404
UniSuper Management
Australia
$318K – – –
ATPW
405
Ashton Thomas Private Wealth
Arizona
$317K -$2.72M -52,288 -90%
MA
406
Mutual Advisors
Nebraska
$316K +$15.8K +319 +5%
HCA
407
Hyperion Capital Advisors
New York
$316K – – –
HIS
408
Harvest Investment Services
Illinois
$314K +$314K +6,022 New
QL
409
Quarry LP
New York
$314K +$247K +4,740 +370%
AI
410
Atria Investments
North Carolina
$313K +$313K +6,011 New
MAS
411
Meeder Advisory Services
Ohio
$310K +$69.2K +1,329 +29%
Commonwealth Equity Services
412
Commonwealth Equity Services
Massachusetts
$303K +$7.4K +142 +3%
AWE
413
Avidian Wealth Enterprises
Texas
$286K -$57.9K -1,111 -17%
CCM
414
Coldstream Capital Management
Washington
$285K +$20.9K +401 +8%
Holocene Advisors
415
Holocene Advisors
New York
$285K -$9.58M -183,967 -97%
Osaic Holdings
416
Osaic Holdings
Arizona
$279K +$48.2K +925 +21%
Rafferty Asset Management
417
Rafferty Asset Management
New York
$277K -$96.1K -1,845 -26%
MML Investors Services
418
MML Investors Services
Massachusetts
$272K +$272K +5,217 New
William Blair & Company
419
William Blair & Company
Illinois
$270K +$1.04K +20 +0.4%
VI
420
Vestcor Inc
New Brunswick, Canada
$270K +$729 +14 +0.3%
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$268K +$15.6K +299 +6%
UFF
422
USA Financial Formulas
Michigan
$268K +$268K +5,141 New
S
423
SignatureFD
Georgia
$258K -$2.14K -41 -0.8%
FFM
424
Forum Financial Management
Illinois
$257K +$27.3K +525 +12%
OIA
425
OneDigital Investment Advisors
Kansas
$255K +$255K +4,890 New
15 16
17
18 19