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Equitable Holdings

546 hedge funds and large institutions have $13.3B invested in Equitable Holdings in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 158 increasing their positions, 252 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

4% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 74

3% less funds holding

Funds holding: 560546 (-14)

37% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 252

Holders
546
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
$2.8M
Puts
$43K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
401
Hantz Financial Services
Michigan
$233K
Rafferty Asset Management
402
Rafferty Asset Management
New York
$229K
VSQM
403
V-Square Quantitative Management
Illinois
$229K
ACA
404
Atlas Capital Advisors
Wyoming
$222K
FFM
405
Forum Financial Management
Illinois
$220K
OIA
406
OneDigital Investment Advisors
Kansas
$212K
S
407
SignatureFD
Georgia
$211K
EFG
408
Elevated Financial Group
Indiana
$209K
EI
409
Ellevest Inc
New York
$208K
BPAMU
410
BTG Pactual Asset Management US
New York
$207K
PA
411
PharVision Advisers
Florida
$204K
DOA
412
D'Orazio & Associates
Virginia
$204K
SSA
413
Schonfeld Strategic Advisors
New York
$203K
AC
414
AlphaCore Capital
California
$202K
Mirae Asset Global Investments
415
Mirae Asset Global Investments
South Korea
$186K
IA
416
IFP Advisors
Florida
$144K
SPIA
417
Steward Partners Investment Advisory
New York
$143K
KAS
418
Kestra Advisory Services
Texas
$139K
CFB
419
Cullen/Frost Bankers
Texas
$139K
FFA
420
Farther Finance Advisors
California
$137K
VanEck Associates
421
VanEck Associates
New York
$135K
UB
422
UMB Bank
Missouri
$134K
PFBT
423
Parkside Financial Bank & Trust
Missouri
$130K
QC
424
Quent Capital
New York
$130K
SAM
425
Smartleaf Asset Management
Massachusetts
$130K