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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

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.19M
Puts
$8.46M
Net Calls
Net Calls Change

Top Buyers

1 +$124M
2 +$106M
3 +$89.2M
4
Marshall Wace
Marshall Wace
United Kingdom
+$86.6M
5
Jane Street
Jane Street
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$114K
VanEck Associates
402
VanEck Associates
New York
$110K
SAM
403
Smartleaf Asset Management
Massachusetts
$103K
PFBT
404
Parkside Financial Bank & Trust
Missouri
$103K
SPIA
405
Steward Partners Investment Advisory
New York
$100K
QC
406
Quent Capital
New York
$98.5K
AAP
407
Arax Advisory Partners
Colorado
$93.5K
EWA
408
EverSource Wealth Advisors
Alabama
$92.8K
CPG
409
Cornerstone Planning Group
New Jersey
$89.9K
ACA
410
Atlas Capital Advisors
Wyoming
$88.4K
BC
411
Bayforest Capital
United Kingdom
$84.3K
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$83.9K
Fidelity International
413
Fidelity International
Bermuda
$83.8K
AF
414
Allworth Financial
California
$76.5K
SCM
415
Sterling Capital Management
North Carolina
$75.7K
AIM
416
Anchor Investment Management
South Carolina
$74.2K
Mirae Asset Global Investments
417
Mirae Asset Global Investments
South Korea
$72.4K
ZBNA
418
Zions Bancorporation, National Association
Utah
$64.8K
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$62.1K
AA
420
AlphaCentric Advisors
Puerto Rico
$60.5K
BTI
421
Blue Trust Inc
Georgia
$51.8K
Los Angeles Capital Management
422
Los Angeles Capital Management
California
$50.1K
CFB
423
Cullen/Frost Bankers
Texas
$48.2K
LI
424
LRI Investments
Florida
$44.9K
EP
425
Essential Partners
California
$40.2K