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Equitable Holdings

580 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$609M)

Holders
580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.3M
Puts
$53.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
401
OneDigital Investment Advisors
Kansas
$347K
ATPW
402
Ashton Thomas Private Wealth
Arizona
$345K
HCA
403
Hyperion Capital Advisors
New York
$340K
Commonwealth Equity Services
404
Commonwealth Equity Services
Massachusetts
$338K
P
405
Pitcairn
Pennsylvania
$326K
PAS
406
Park Avenue Securities
New York
$321K
BIG
407
Brooklyn Investment Group
New York
$320K
KCM
408
Kathmere Capital Management
Pennsylvania
$315K
CCM
409
Coldstream Capital Management
Washington
$311K
AWE
410
Avidian Wealth Enterprises
Texas
$299K
Rafferty Asset Management
411
Rafferty Asset Management
New York
$298K
AAIS
412
ABN AMRO Investment Solutions
$298K
UM
413
UniSuper Management
Australia
$297K
Jones Financial Companies
414
Jones Financial Companies
Missouri
$292K
William Blair & Company
415
William Blair & Company
Illinois
$291K
CB
416
Commerce Bank
Missouri
$287K
VI
417
Vestcor Inc
New Brunswick, Canada
$284K
FFM
418
Forum Financial Management
Illinois
$279K
MA
419
Mutual Advisors
Nebraska
$275K
DO
420
denkapparat Operations
Germany
$275K
PP
421
PDS Planning
Ohio
$271K
HWM
422
HB Wealth Management
Georgia
$269K
PAM
423
Panagora Asset Management
Massachusetts
$259K
LAM
424
Longboard Asset Management
Arizona
$259K
S
425
SignatureFD
Georgia
$256K