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Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$108M
4
Boston Partners
Boston Partners
Massachusetts
+$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$107M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$249M
2
TIM
Thornburg Investment Management
New Mexico
-$215M
3
SC
Sessa Capital
New York
-$121M
4
Pzena Investment Management
Pzena Investment Management
New York
-$119M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
451
Ostrum Asset Management
France
$188K -$5K -96 -3%
CPG
452
Cornerstone Planning Group
New Jersey
$187K +$26.2K +535 +16%
SFI
453
Siemens Fonds Invest
Germany
$183K +$183K +3,513 New
BIG
454
Brooklyn Investment Group
New York
$179K +$31K +595 +21%
SW
455
SVB Wealth
Massachusetts
$167K +$167K +3,214 New
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$155K +$100K +1,922 +181%
SPIA
457
Steward Partners Investment Advisory
New York
$151K -$15.6K -299 -9%
EWA
458
EverSource Wealth Advisors
Alabama
$151K +$7.71K +148 +5%
Jones Financial Companies
459
Jones Financial Companies
Missouri
$151K +$8.21K +159 +6%
VanEck Associates
460
VanEck Associates
New York
$151K +$10.7K +206 +8%
QC
461
Quent Capital
New York
$146K +$3.07K +59 +2%
GLF
462
Groupe la Francaise
France
$145K +$45.1K +847 +45%
PFBT
463
Parkside Financial Bank & Trust
Missouri
$130K +$126K +2,428 +3,281%
SIA
464
Sit Investment Associates
Minnesota
$128K – – –
GWM
465
Geneos Wealth Management
Colorado
$114K +$54.6K +424 +93%
BTI
466
Blue Trust Inc
Georgia
$110K -$18K -345 -14%
PMAM
467
Picton Mahoney Asset Management
Ontario, Canada
$104K +$104K +2,000 New
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$97.8K +$9.85K +189 +11%
SAM
469
Smartleaf Asset Management
Massachusetts
$97.1K +$8.89K +172 +10%
ZBNA
470
Zions Bancorporation, National Association
Utah
$85.9K +$85.9K +1,649 New
PS
471
Principal Securities
Iowa
$85.1K – – –
WF
472
Wayfinding Financial
Washington
$80K +$80K +1,545 New
ME
473
McIlrath & Eck
Washington
$72.2K – – –
RA
474
Rise Advisors
New York
$67.7K -$13.5K -260 -17%
Simplex Trading
475
Simplex Trading
Illinois
$67K +$67K +1,288 New
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