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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
ZBNA
451
Zions Bancorporation, National Association
Utah
$81.1K
CFB
452
Cullen/Frost Bankers
Texas
$66K
RA
453
Rise Advisors
New York
$65.4K
LI
454
LRI Investments
Florida
$61.4K
CT
455
Colonial Trust
South Carolina
$52.6K
WANY
456
Wealthspire Advisors (New York)
New York
$41.5K
VCM
457
Versant Capital Management
Arizona
$40.2K
CIAM
458
Caitong International Asset Management
Hong Kong
$38.1K
HNB
459
Hilltop National Bank
Wyoming
$36.6K
MCM
460
MAI Capital Management
Ohio
$36.6K
RFP
461
Root Financial Partners
California
$36.1K
GRP
462
Global Retirement Partners
California
$35.1K
OCM
463
Orion Capital Management
California
$32.2K
HI
464
Harbour Investments
Wisconsin
$31.3K
PA
465
Parallel Advisors
California
$29.9K
TFIPS
466
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.9K
TWD
467
True Wealth Design
Ohio
$27.6K
WTC
468
WhitTier Trust Company
Nevada
$27.1K
BBHC
469
Brown Brothers Harriman & Co
New York
$26.9K
JFGIW
470
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.9K
WA
471
WPG Advisers
Maryland
$25K
SOW
472
State of Wyoming
Wyoming
$24.7K
BTD
473
BankPlus Trust Department
Mississippi
$23.9K
CIM
474
Contravisory Investment Management
Massachusetts
$23.9K
SCM
475
Sterling Capital Management
North Carolina
$23.2K