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Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
426
SignatureFD
Georgia
$256K -$20.3K -394 -8%
CFO
427
Callan Family Office
Pennsylvania
$256K +$235K +4,564 New
UB
428
UMB Bank
Missouri
$253K +$14.5K +281 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
429
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$253K +$232K +4,505 New
VSQM
430
V-Square Quantitative Management
Illinois
$250K -$6.53K -127 -3%
WPC
431
Wedmont Private Capital
Pennsylvania
$248K +$5.97K +116 +3%
Wealthfront Advisers
432
Wealthfront Advisers
California
$247K -$5.35K -104 -2%
PTC
433
Petrus Trust Company
Texas
$247K -$267K -5,185 -54%
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$242K -$42.7K -830 -16%
DOA
435
D'Orazio & Associates
Virginia
$242K +$463 +9 +0.2%
SFI
436
Siemens Fonds Invest
Germany
$242K +$40.9K +796 +23%
BWP
437
BSW Wealth Partners
Colorado
$239K +$12.2K +238 +6%
PWP
438
Phillips Wealth Planners
Mississippi
$239K -$11.2K -217 -5%
STA
439
Summit Trail Advisors
New York
$238K +$219K +4,249 New
WI
440
WBI Investments
New Jersey
$238K +$218K +4,244 New
DILIC
441
Dai-ichi Life Insurance Company
Japan
$233K -$365K -7,088 -63%
IAA
442
Independent Advisor Alliance
North Carolina
$232K +$4.06K +79 +2%
CT
443
Colonial Trust
South Carolina
$226K
IA
444
IFP Advisors
Florida
$224K +$28.7K +558 +57%
SFA
445
Sequoia Financial Advisors
Ohio
$219K +$200K +3,898 New
UFF
446
USA Financial Formulas
Michigan
$207K -$74.3K -1,444 -28%
Northwestern Mutual Wealth Management
447
Northwestern Mutual Wealth Management
Wisconsin
$204K +$33.6K +654 +22%
UCFA
448
United Capital Financial Advisors
Texas
$202K -$12.9K -251 -7%
OAM
449
Ostrum Asset Management
France
$197K -$5.2K -101 -3%
PS
450
Principal Securities
Iowa
$168K +$61K +1,187 +66%

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.