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Equitable Holdings

549 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, 173 increasing their positions, 225 reducing their positions, and 80 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: $ → $

18% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 80

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 225

Holders
549
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
SA
426
Sonoma Allocations
California
$215K
IAA
427
Independent Advisor Alliance
North Carolina
$215K
DILIC
428
Dai-ichi Life Insurance Company
Japan
$211K
PWP
429
Phillips Wealth Planners
Mississippi
$208K
P
430
Pitcairn
Pennsylvania
$201K
HFS
431
Hantz Financial Services
Michigan
$189K
SG Americas Securities
432
SG Americas Securities
New York
$177K
OAM
433
Ostrum Asset Management
France
$173K
National Bank of Canada
434
National Bank of Canada
Quebec, Canada
$169K
SAM
435
Smartleaf Asset Management
Massachusetts
$157K
AIM
436
Anchor Investment Management
South Carolina
$152K
Fidelity International
437
Fidelity International
Bermuda
$151K
QC
438
Quent Capital
New York
$143K
VanEck Associates
439
VanEck Associates
New York
$140K
SPIA
440
Steward Partners Investment Advisory
New York
$140K
PS
441
Principal Securities
Iowa
$137K
CPG
442
Cornerstone Planning Group
New Jersey
$135K
FFA
443
Farther Finance Advisors
California
$130K
PFBT
444
Parkside Financial Bank & Trust
Missouri
$127K
SIA
445
Sit Investment Associates
Minnesota
$124K
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$103K
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$97.2K
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$95K
EWA
449
EverSource Wealth Advisors
Alabama
$91.1K
BTI
450
Blue Trust Inc
Georgia
$85.1K