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Equitable Holdings
EQH

562 hedge funds and large institutions have $13.9B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 228 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $4.4M

3% less funds holding

Funds holding: 582 → 562 (-20)

5.99% less ownership

Funds ownership: 97.23% → 91.25% (-6%)

16% less capital invested

Capital invested by funds: $16.6B → $13.9B (-$2.69B)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

20% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
562
Holders Change
-20
Holders Change %
-3.44%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
65
Increased
182
Reduced
228
Closed
79
Calls
$7.96M
Puts
$4.4M
Net Calls
+$3.56M
Net Calls Change
-$17M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$193M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$106M
3
LCOV
London Company of Virginia
Virginia
+$63.9M
4
Millennium Management
Millennium Management
New York
+$61.4M
5
CAM
Close Asset Management
United Kingdom
+$47M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$137M
2
Invesco
Invesco
Georgia
-$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$90.2M
4
Man Group
Man Group
United Kingdom
-$79.7M
5
Amundi
Amundi
France
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
401
Snowden Capital Advisors
New York
$289K -$227K -4,289 -43%
Jones Financial Companies
402
Jones Financial Companies
Missouri
$280K +$7.04K +133 +3%
Janney Montgomery Scott
403
Janney Montgomery Scott
Pennsylvania
$280K -$473K -8,935 -62%
NWAG
404
Net Worth Advisory Group
Utah
$274K +$286K +5,396 New
CB
405
Commerce Bank
Missouri
$270K +$10.1K +190 +4%
AAIS
406
ABN AMRO Investment Solutions
$269K – – –
UM
407
UniSuper Management
Australia
$269K – – –
FCM
408
Fieldview Capital Management
Michigan
$267K +$279K +5,265 New
KCM
409
Kathmere Capital Management
Pennsylvania
$264K -$22.1K -417 -7%
OIA
410
OneDigital Investment Advisors
Kansas
$263K -$52.9K -998 -16%
Rafferty Asset Management
411
Rafferty Asset Management
New York
$263K -$7.1K -134 -3%
CFO
412
Callan Family Office
Pennsylvania
$257K +$26.8K +506 +11%
VI
413
Vestcor Inc
New Brunswick, Canada
$257K – – –
FFM
414
Forum Financial Management
Illinois
$255K +$2.44K +46 +0.9%
DO
415
denkapparat Operations
Germany
$249K – – –
SFA
416
Sequoia Financial Advisors
Ohio
$247K +$51.1K +964 +25%
AAP
417
Arax Advisory Partners
Colorado
$246K +$241K +4,549 +1,516%
HWM
418
HB Wealth Management
Georgia
$242K -$901 -17 -0.4%
WPC
419
Wedmont Private Capital
Pennsylvania
$240K +$2.81K +53 +1%
PP
420
PDS Planning
Ohio
$239K -$6.67K -126 -3%
MMA
421
Miracle Mile Advisors
California
$238K -$85.5K -1,615 -26%
UCFA
422
United Capital Financial Advisors
Texas
$238K +$57.2K +1,079 +30%
LAM
423
Longboard Asset Management
Arizona
$234K – – –
Tudor Investment Corp
424
Tudor Investment Corp
Connecticut
$233K +$244K +4,597 New
S
425
SignatureFD
Georgia
$231K -$795 -15 -0.3%
15 16
17
18 19

EQH Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2025, worth a combined $13.9B — down 16% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of EQH and 65 opened new positions — a net loss of 14 holders — while 228 trimmed existing stakes and 182 added.

The largest buyer was Capital International Investors, adding an estimated $193M. The largest seller was Acadian Asset Management, cutting an estimated $137M.

  • 562 institutional investors held Equitable Holdings (EQH) as of Q3 2025, down from 582 in Q2 2025.
  • Funds reported $13.9B of Equitable Holdings stock for Q3 2025, down 16% quarter-over-quarter.
  • 65 funds opened new Equitable Holdings positions in Q3 2025 and 79 closed out, a net change of -14 holders.
  • The largest Equitable Holdings buyer in Q3 2025 was Capital International Investors, an estimated $193M added.
  • The largest Equitable Holdings seller in Q3 2025 was Acadian Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2025.