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Equitable Holdings

580 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$609M)

Holders
580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.3M
Puts
$53.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
426
Callan Family Office
Pennsylvania
$256K
UB
427
UMB Bank
Missouri
$253K
Grantham, Mayo, Van Otterloo & Co (GMO)
428
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$253K
VSQM
429
V-Square Quantitative Management
Illinois
$250K
WPC
430
Wedmont Private Capital
Pennsylvania
$248K
Wealthfront Advisers
431
Wealthfront Advisers
California
$247K
PTC
432
Petrus Trust Company
Texas
$247K
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$242K
DOA
434
D'Orazio & Associates
Virginia
$242K
SFI
435
Siemens Fonds Invest
Germany
$242K
BWP
436
BSW Wealth Partners
Colorado
$239K
PWP
437
Phillips Wealth Planners
Mississippi
$239K
STA
438
Summit Trail Advisors
New York
$238K
WI
439
WBI Investments
New Jersey
$238K
DILIC
440
Dai-ichi Life Insurance Company
Japan
$233K
IAA
441
Independent Advisor Alliance
North Carolina
$232K
CT
442
Colonial Trust
South Carolina
$226K
IA
443
IFP Advisors
Florida
$224K
SFA
444
Sequoia Financial Advisors
Ohio
$219K
UFF
445
USA Financial Formulas
Michigan
$207K
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$204K
UCFA
447
United Capital Financial Advisors
Texas
$202K
OAM
448
Ostrum Asset Management
France
$197K
PS
449
Principal Securities
Iowa
$168K
Fidelity International
450
Fidelity International
Bermuda
$167K