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Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$108M
4
Boston Partners
Boston Partners
Massachusetts
+$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$107M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$249M
2
TIM
Thornburg Investment Management
New Mexico
-$215M
3
SC
Sessa Capital
New York
-$121M
4
Pzena Investment Management
Pzena Investment Management
New York
-$119M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
426
Cresset Asset Management
Illinois
$253K +$253K +4,851 New
OC
427
Oppenheimer & Co
New York
$252K +$252K +4,831 New
CC
428
Centiva Capital
New York
$251K -$251K -4,815 -50%
AAIS
429
ABN AMRO Investment Solutions
$246K +$246K +4,725 New
LAM
430
Longboard Asset Management
Arizona
$240K – – –
HWM
431
HB Wealth Management
Georgia
$240K +$5.78K +111 +2%
VSQM
432
V-Square Quantitative Management
Illinois
$239K +$28.5K +548 +14%
1C
433
111 Capital
France
$238K +$238K +4,575 New
Wealthfront Advisers
434
Wealthfront Advisers
California
$235K -$5.21K -100 -2%
CB
435
Commerce Bank
Missouri
$231K +$231K +4,440 New
PP
436
PDS Planning
Ohio
$230K +$230K +4,418 New
BAM
437
Belpointe Asset Management
Nevada
$229K +$229K +4,397 New
TC
438
TownSquare Capital
Utah
$229K +$229K +4,387 New
SCA
439
Snowden Capital Advisors
New York
$228K +$228K +4,371 New
HT
440
Headlands Technologies
Illinois
$224K +$30.1K +578 +16%
DOA
441
D'Orazio & Associates
Virginia
$224K – – –
UB
442
UMB Bank
Missouri
$220K +$119K +2,275 +116%
TPI
443
Trust Point Inc
Wisconsin
$214K -$14.2K -273 -6%
PWP
444
Phillips Wealth Planners
Mississippi
$212K -$882 -19 -0.4%
IAA
445
Independent Advisor Alliance
North Carolina
$212K +$212K +4,064 New
WPC
446
Wedmont Private Capital
Pennsylvania
$211K +$16.4K +353 +8%
CT
447
Colonial Trust
South Carolina
$210K -$12.7K -243 -6%
BWP
448
BSW Wealth Partners
Colorado
$209K +$209K +4,021 New
NW
449
NewEdge Wealth
Pennsylvania
$204K -$67.1K -1,289 -25%
UCFA
450
United Capital Financial Advisors
Texas
$201K +$201K +3,859 New
16 17
18
19 20