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Equitable Holdings

555 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 228 reducing their positions, and 81 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: $ → $

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 228

Holders
555
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 -$132M
2 -$105M
3 -$86.4M
4
Man Group
Man Group
United Kingdom
-$76.4M
5
Amundi
Amundi
France
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
426
Siemens Fonds Invest
Germany
$219K
Wealthfront Advisers
427
Wealthfront Advisers
California
$218K
DOA
428
D'Orazio & Associates
Virginia
$217K
SA
429
Sonoma Allocations
California
$215K
IAA
430
Independent Advisor Alliance
North Carolina
$215K
DILIC
431
Dai-ichi Life Insurance Company
Japan
$211K
PWP
432
Phillips Wealth Planners
Mississippi
$208K
P
433
Pitcairn
Pennsylvania
$201K
HFS
434
Hantz Financial Services
Michigan
$189K
SG Americas Securities
435
SG Americas Securities
New York
$177K
OAM
436
Ostrum Asset Management
France
$173K
National Bank of Canada
437
National Bank of Canada
Quebec, Canada
$169K
IA
438
IFP Advisors
Florida
$162K
SAM
439
Smartleaf Asset Management
Massachusetts
$157K
AIM
440
Anchor Investment Management
South Carolina
$152K
Fidelity International
441
Fidelity International
Bermuda
$151K
QC
442
Quent Capital
New York
$143K
VanEck Associates
443
VanEck Associates
New York
$140K
SPIA
444
Steward Partners Investment Advisory
New York
$140K
PS
445
Principal Securities
Iowa
$137K
CPG
446
Cornerstone Planning Group
New Jersey
$135K
FFA
447
Farther Finance Advisors
California
$130K
PFBT
448
Parkside Financial Bank & Trust
Missouri
$127K
SIA
449
Sit Investment Associates
Minnesota
$124K
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
$103K