We are live on ! Find out more
EQH icon

Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
401
FORA Capital
Florida
$347K -$727K -14,130 -70%
OIA
402
OneDigital Investment Advisors
Kansas
$347K +$66.7K +1,296 +27%
ATPW
403
Ashton Thomas Private Wealth
Arizona
$345K +$3.86K +75 +1%
HCA
404
Hyperion Capital Advisors
New York
$340K
Commonwealth Equity Services
405
Commonwealth Equity Services
Massachusetts
$338K +$10.4K +203 +3%
P
406
Pitcairn
Pennsylvania
$326K -$33.2K -646 -10%
PAS
407
Park Avenue Securities
New York
$321K +$294K +5,723 New
BIG
408
Brooklyn Investment Group
New York
$320K +$117K +2,272 +66%
KCM
409
Kathmere Capital Management
Pennsylvania
$315K -$60.2K -1,171 -17%
CCM
410
Coldstream Capital Management
Washington
$311K +$3.34K +65 +1%
AWE
411
Avidian Wealth Enterprises
Texas
$299K -$7.77K -151 -3%
Rafferty Asset Management
412
Rafferty Asset Management
New York
$298K -$154 -3 -0.1%
AAIS
413
ABN AMRO Investment Solutions
$298K +$29.8K +579 +12%
UM
414
UniSuper Management
Australia
$297K -$41.1K -800 -13%
Jones Financial Companies
415
Jones Financial Companies
Missouri
$292K +$118K +2,287 +78%
William Blair & Company
416
William Blair & Company
Illinois
$291K
CB
417
Commerce Bank
Missouri
$287K +$35K +681 +15%
VI
418
Vestcor Inc
New Brunswick, Canada
$284K -$6.33K -123 -2%
FFM
419
Forum Financial Management
Illinois
$279K +$2.37K +46 +0.9%
MA
420
Mutual Advisors
Nebraska
$275K -$58.3K -1,134 -18%
DO
421
denkapparat Operations
Germany
$275K +$252K +4,898 New
PP
422
PDS Planning
Ohio
$271K +$21.1K +411 +9%
HWM
423
HB Wealth Management
Georgia
$269K +$9.46K +184 +4%
PAM
424
Panagora Asset Management
Massachusetts
$259K -$87K -1,692 -27%
LAM
425
Longboard Asset Management
Arizona
$259K

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.