EQH icon

Equitable Holdings

560 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 228 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

21% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$4.4M
Net Calls
Net Calls Change

Top Sellers

1 -$137M
2 -$109M
3 -$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
Jones Financial Companies
401
Jones Financial Companies
Missouri
$280K
Janney Montgomery Scott
402
Janney Montgomery Scott
Pennsylvania
$280K
NWAG
403
Net Worth Advisory Group
Utah
$274K
CB
404
Commerce Bank
Missouri
$270K
AAIS
405
ABN AMRO Investment Solutions
$269K
UM
406
UniSuper Management
Australia
$269K
FCM
407
Fieldview Capital Management
Michigan
$267K
KCM
408
Kathmere Capital Management
Pennsylvania
$264K
OIA
409
OneDigital Investment Advisors
Kansas
$263K
Rafferty Asset Management
410
Rafferty Asset Management
New York
$263K
CFO
411
Callan Family Office
Pennsylvania
$257K
VI
412
Vestcor Inc
New Brunswick, Canada
$257K
FFM
413
Forum Financial Management
Illinois
$255K
DO
414
denkapparat Operations
Germany
$249K
SFA
415
Sequoia Financial Advisors
Ohio
$247K
AAP
416
Arax Advisory Partners
Colorado
$246K
HWM
417
HB Wealth Management
Georgia
$242K
WPC
418
Wedmont Private Capital
Pennsylvania
$240K
PP
419
PDS Planning
Ohio
$239K
MMA
420
Miracle Mile Advisors
California
$238K
UCFA
421
United Capital Financial Advisors
Texas
$238K
LAM
422
Longboard Asset Management
Arizona
$234K
Tudor Investment Corp
423
Tudor Investment Corp
Connecticut
$233K
S
424
SignatureFD
Georgia
$231K
Fifth Third Bancorp
425
Fifth Third Bancorp
Ohio
$225K