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Equitable Holdings

539 hedge funds and large institutions have $9.73B invested in Equitable Holdings in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 188 increasing their positions, 205 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 84

8% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 205

2% less funds holding

Funds holding: 551539 (-12)

4.22% less ownership

Funds ownership: 97.8%93.57% (-4.2%)

27% less capital invested

Capital invested by funds: $13.4B → $9.73B (-$3.63B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

62% less call options, than puts

Call options by funds: $3.19M | Put options by funds: $8.46M

Holders
539
Holders Change
-12
Holders Change %
-2.18%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
83
Increased
188
Reduced
205
Closed
84
Calls
$3.19M
Puts
$8.46M
Net Calls
-$5.28M
Net Calls Change
-$8.03M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$114K +$1.97K +46 +2%
VanEck Associates
402
VanEck Associates
New York
$110K +$5.91K +138 +5%
SAM
403
Smartleaf Asset Management
Massachusetts
$103K +$8.05K +188 +7%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$103K +$1.58K +37 +1%
SPIA
405
Steward Partners Investment Advisory
New York
$100K -$13K -304 -10%
QC
406
Quent Capital
New York
$98.5K -$3.04K -71 -3%
AAP
407
Arax Advisory Partners
Colorado
$93.5K +$25.7K +599 +31%
EWA
408
EverSource Wealth Advisors
Alabama
$92.8K +$22.5K +526 +27%
CPG
409
Cornerstone Planning Group
New Jersey
$89.9K +$1.24K +29 +1%
ACA
410
Atlas Capital Advisors
Wyoming
$88.4K -$97.2K -2,269 -49%
BC
411
Bayforest Capital
United Kingdom
$84.3K +$97.3K +2,272 New
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$83.9K +$17.1K +400 +21%
Fidelity International
413
Fidelity International
Bermuda
$83.8K -$152K -3,546 -61%
AF
414
Allworth Financial
California
$76.5K +$88.3K +2,062 New
SCM
415
Sterling Capital Management
North Carolina
$75.7K -$4.84K -113 -5%
AIM
416
Anchor Investment Management
South Carolina
$74.2K
Mirae Asset Global Investments
417
Mirae Asset Global Investments
South Korea
$72.4K -$83.8K -1,957 -50%
ZBNA
418
Zions Bancorporation, National Association
Utah
$64.8K +$4.54K +106 +6%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$62.1K +$1.16K +27 +2%
AA
420
AlphaCentric Advisors
Puerto Rico
$60.5K +$4.41K +103 +7%
BTI
421
Blue Trust Inc
Georgia
$51.8K -$10.8K -252 -15%
Los Angeles Capital Management
422
Los Angeles Capital Management
California
$50.1K -$10.3M -241,446 -99%
CFB
423
Cullen/Frost Bankers
Texas
$48.2K -$69.1K -1,612 -55%
LI
424
LRI Investments
Florida
$44.9K
EP
425
Essential Partners
California
$40.2K +$33K +770 +245%