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Equitable Holdings
EQH

Overview Fund Activity

576 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$177M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$109M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$103M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$86.8M
5
Boston Partners
Boston Partners
Massachusetts
+$83.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$165M
3
Pzena Investment Management
Pzena Investment Management
New York
-$93.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.7M
5
SC
Samlyn Capital
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
451
Cornerstone Planning Group
New Jersey
$142K -$53.1K -1,042 -27%
HFS
452
Hantz Financial Services
Michigan
$141K +$129K +2,294 +1,038%
PFBT
453
Parkside Financial Bank & Trust
Missouri
$140K +$56 +1 +0%
SIA
454
Sit Investment Associates
Minnesota
$137K – – –
WSFS
455
Wilmington Savings Fund Society
Delaware
$132K -$403K -7,178 -75%
BTI
456
Blue Trust Inc
Georgia
$117K -$1.63K -29 -1%
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$105K -$393 -7 -0.4%
EWA
458
EverSource Wealth Advisors
Alabama
$100K -$62.8K -1,120 -39%
ZBNA
459
Zions Bancorporation, National Association
Utah
$92.5K – – –
ME
460
McIlrath & Eck
Washington
$75.3K -$2.41K -43 -3%
BTD
461
BankPlus Trust Department
Mississippi
$74.9K +$74.9K +1,335 New
CFB
462
Cullen/Frost Bankers
Texas
$72.9K +$72.9K +1,300 New
GRP
463
Global Retirement Partners
California
$72.3K +$72.3K +1,289 New
RA
464
Rise Advisors
New York
$72.1K -$785 -14 -1%
LI
465
LRI Investments
Florida
$67.8K – – –
SAM
466
Smartleaf Asset Management
Massachusetts
$60K -$45.2K -807 -43%
GIM
467
Glenmede Investment Management
Pennsylvania
$55K +$55K +980 New
MCM
468
MAI Capital Management
Ohio
$52.6K +$20.5K +366 +64%
GWM
469
Geneos Wealth Management
Colorado
$46.6K -$2.92K -52 -6%
Optiver Holding
470
Optiver Holding
Netherlands
$44.3K +$6.12K +109 +16%
VCM
471
Versant Capital Management
Arizona
$43.6K +$6.68K +119 +18%
OCM
472
Orion Capital Management
California
$35.3K – – –
PA
473
Parallel Advisors
California
$33.3K -$1.12K -20 -3%
HI
474
Harbour Investments
Wisconsin
$32.7K +$2.19K +39 +7%
TWD
475
True Wealth Design
Ohio
$31.5K +$26.9K +480 +593%
17 18
19
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