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Equitable Holdings
EQH

Overview Fund Activity

576 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$177M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$109M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$103M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$86.8M
5
Boston Partners
Boston Partners
Massachusetts
+$83.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$165M
3
Pzena Investment Management
Pzena Investment Management
New York
-$93.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.7M
5
SC
Samlyn Capital
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
426
Osaic Holdings
Arizona
$247K -$29.2K -565 -11%
Wealthfront Advisers
427
Wealthfront Advisers
California
$247K -$5.83K -104 -2%
PTC
428
Petrus Trust Company
Texas
$247K -$291K -5,185 -54%
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$242K -$46.6K -830 -16%
DOA
430
D'Orazio & Associates
Virginia
$242K +$505 +9 +0.2%
SFI
431
Siemens Fonds Invest
Germany
$242K +$44.7K +796 +23%
BWP
432
BSW Wealth Partners
Colorado
$239K +$13.4K +238 +6%
PWP
433
Phillips Wealth Planners
Mississippi
$239K -$11.9K -217 -5%
STA
434
Summit Trail Advisors
New York
$238K +$238K +4,249 New
WI
435
WBI Investments
New Jersey
$238K +$238K +4,244 New
DILIC
436
Dai-ichi Life Insurance Company
Japan
$233K -$398K -7,088 -63%
IAA
437
Independent Advisor Alliance
North Carolina
$232K +$4.43K +79 +2%
CT
438
Colonial Trust
South Carolina
$226K – – –
IA
439
IFP Advisors
Florida
$224K +$81.6K +558 +57%
SFA
440
Sequoia Financial Advisors
Ohio
$219K +$219K +3,898 New
UFF
441
USA Financial Formulas
Michigan
$207K -$81K -1,444 -28%
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$204K +$36.7K +654 +22%
UCFA
443
United Capital Financial Advisors
Texas
$202K -$14.1K -251 -7%
OAM
444
Ostrum Asset Management
France
$197K -$5.67K -101 -3%
PS
445
Principal Securities
Iowa
$168K +$66.6K +1,187 +66%
Fidelity International
446
Fidelity International
Bermuda
$167K +$167K +2,970 New
GLF
447
Groupe la Francaise
France
$165K +$12.5K +223 +8%
SPIA
448
Steward Partners Investment Advisory
New York
$158K -$5.11K -91 -3%
VanEck Associates
449
VanEck Associates
New York
$146K -$17K -302 -10%
FFA
450
Farther Finance Advisors
California
$142K +$77K +1,372 +118%
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