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Equitable Holdings

580 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$609M)

Holders
580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.3M
Puts
$53.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLF
451
Groupe la Francaise
France
$165K
SPIA
452
Steward Partners Investment Advisory
New York
$158K
VanEck Associates
453
VanEck Associates
New York
$146K
FFA
454
Farther Finance Advisors
California
$142K
CPG
455
Cornerstone Planning Group
New Jersey
$142K
HFS
456
Hantz Financial Services
Michigan
$141K
PFBT
457
Parkside Financial Bank & Trust
Missouri
$140K
SIA
458
Sit Investment Associates
Minnesota
$137K
WSFS
459
Wilmington Savings Fund Society
Delaware
$132K
BTI
460
Blue Trust Inc
Georgia
$117K
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
$105K
EWA
462
EverSource Wealth Advisors
Alabama
$100K
ZBNA
463
Zions Bancorporation, National Association
Utah
$92.5K
ME
464
McIlrath & Eck
Washington
$75.3K
BTD
465
BankPlus Trust Department
Mississippi
$74.9K
CFB
466
Cullen/Frost Bankers
Texas
$72.9K
GRP
467
Global Retirement Partners
California
$72.3K
RA
468
Rise Advisors
New York
$72.1K
LI
469
LRI Investments
Florida
$67.8K
SAM
470
Smartleaf Asset Management
Massachusetts
$60K
GIM
471
Glenmede Investment Management
Pennsylvania
$55K
MCM
472
MAI Capital Management
Ohio
$52.6K
GWM
473
Geneos Wealth Management
Colorado
$46.6K
Optiver Holding
474
Optiver Holding
Netherlands
$44.3K
VCM
475
Versant Capital Management
Arizona
$43.6K