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Equitable Holdings
EQH

502 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 154

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2% more funds holding

Funds holding: 490 → 502 (+12)

0% more capital invested

Capital invested by funds: $12.5B → $12.6B (+$32.8M)

0% more ownership

Funds ownership: 94.27% → 94.27% (+0%)

49% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $11.8M

Holders
502
Holders Change
+12
Holders Change %
+2.45%
% of All Funds
7.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
62
Increased
210
Reduced
154
Closed
48
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$190M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$71.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$45.9M
4
Capital International Investors
Capital International Investors
California
+$37M
5
First Trust Advisors
First Trust Advisors
Illinois
+$36.6M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$181M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$115M
3
ZIG
Zurich Insurance Group
Switzerland
-$110M
4
Pzena Investment Management
Pzena Investment Management
New York
-$90.7M
5
Goldman Sachs
Goldman Sachs
New York
-$72.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
451
WealthCollab
Washington
$9.37K – – –
MAM
452
Meeder Asset Management
Ohio
$9.08K +$369 +9 +4%
CPA
453
Capital Performance Advisors
California
$9.04K +$8.82K +215 New
BCMLT
454
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.49K +$8.29K +202 New
VWM
455
Venturi Wealth Management
Texas
$7.78K -$2.54K -62 -25%
VCM
456
Versant Capital Management
Arizona
$7.57K +$5.21K +127 +240%
BIA
457
Bell Investment Advisors
California
$7.1K -$1.68K -41 -20%
BGAI
458
Bruce G. Allen Investments
Colorado
$6.47K – – –
FFO
459
Fortitude Family Office
Arizona
$6.47K – – –
IWP
460
IAG Wealth Partners
Wisconsin
$6.05K – – –
TCOV
461
Trust Company of Vermont
Vermont
$5.72K +$5.58K +136 New
HWM
462
Hemington Wealth Management
Virginia
$5K +$4.68K +114 New
Optiver Holding
463
Optiver Holding
Netherlands
$4.88K +$4.47K +109 +1,557%
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$4.2K – – –
SIC
465
SJS Investment Consulting
Ohio
$4.12K -$41 -1 -1%
AFWM
466
Abich Financial Wealth Management
Virginia
$3.99K +$3.9K +95 New
SC
467
SouthState Corp
Florida
$3.91K – – –
JGIA
468
Jackson Grant Investment Advisers
Connecticut
$3.78K – – –
PFBT
469
Parkside Financial Bank & Trust
Missouri
$3.11K – – –
TPCW
470
TD Private Client Wealth
New York
$3.07K +$1.19K +29 +66%
CAL
471
Capital Advisors Ltd
Ohio
$3K – – –
S
472
Sachetta
Massachusetts
$2.94K – – –
DPW
473
DiNuzzo Private Wealth
Pennsylvania
$2.77K +$41 +1 +2%
JIP
474
Jaffetilchin Investment Partners
Florida
$2.75K +$2.67K +65 New
BF
475
BOK Financial
Oklahoma
$2.7K – – –
17 18
19
20 21

EQH Hedge Fund Activity: Q3 2024 in Review

502 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2024, worth a combined $12.6B — up 0.26% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EQH positions and 48 closed out — a net gain of 14 holders — while 210 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was HSBC Holdings, cutting an estimated $181M.

  • 502 institutional investors held Equitable Holdings (EQH) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $12.6B of Equitable Holdings stock for Q3 2024, up 0.26% quarter-over-quarter.
  • 62 funds opened new Equitable Holdings positions in Q3 2024 and 48 closed out, a net change of +14 holders.
  • The largest Equitable Holdings buyer in Q3 2024 was BlackRock, an estimated $190M added.
  • The largest Equitable Holdings seller in Q3 2024 was HSBC Holdings, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2024.