EQH icon

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
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$97.2K
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$95K
EWA
453
EverSource Wealth Advisors
Alabama
$91.1K
BTI
454
Blue Trust Inc
Georgia
$85.1K
ZBNA
455
Zions Bancorporation, National Association
Utah
$81.1K
CFB
456
Cullen/Frost Bankers
Texas
$66K
RA
457
Rise Advisors
New York
$65.4K
LI
458
LRI Investments
Florida
$61.4K
CT
459
Colonial Trust
South Carolina
$52.6K
WANY
460
Wealthspire Advisors (New York)
New York
$41.5K
VCM
461
Versant Capital Management
Arizona
$40.2K
CIAM
462
Caitong International Asset Management
Hong Kong
$38.1K
HNB
463
Hilltop National Bank
Wyoming
$36.6K
MCM
464
MAI Capital Management
Ohio
$36.6K
RFP
465
Root Financial Partners
California
$36.1K
GRP
466
Global Retirement Partners
California
$35.1K
OCM
467
Orion Capital Management
California
$32.2K
HI
468
Harbour Investments
Wisconsin
$31.3K
PA
469
Parallel Advisors
California
$29.9K
TFIPS
470
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.9K
TWD
471
True Wealth Design
Ohio
$27.6K
WTC
472
WhitTier Trust Company
Nevada
$27.1K
BBHC
473
Brown Brothers Harriman & Co
New York
$26.9K
JFGIW
474
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.9K
WA
475
WPG Advisers
Maryland
$25K