We are live on ! Find out more
EQH icon

Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
451
Fidelity International
Bermuda
$167K +$153K +2,970 New
GLF
452
Groupe la Francaise
France
$165K +$11.5K +223 +8%
SPIA
453
Steward Partners Investment Advisory
New York
$158K -$4.68K -91 -3%
VanEck Associates
454
VanEck Associates
New York
$146K -$15.5K -302 -10%
FFA
455
Farther Finance Advisors
California
$142K +$70.6K +1,372 +118%
CPG
456
Cornerstone Planning Group
New Jersey
$142K -$53.6K -1,042 -27%
HFS
457
Hantz Financial Services
Michigan
$141K +$118K +2,294 +1,038%
PFBT
458
Parkside Financial Bank & Trust
Missouri
$140K +$51 +1 +0%
SIA
459
Sit Investment Associates
Minnesota
$137K
WSFS
460
Wilmington Savings Fund Society
Delaware
$132K -$369K -7,178 -75%
BTI
461
Blue Trust Inc
Georgia
$117K -$1.49K -29 -1%
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$105K -$360 -7 -0.4%
EWA
463
EverSource Wealth Advisors
Alabama
$100K -$57.6K -1,120 -39%
ZBNA
464
Zions Bancorporation, National Association
Utah
$92.5K
ME
465
McIlrath & Eck
Washington
$75.3K -$2.21K -43 -3%
BTD
466
BankPlus Trust Department
Mississippi
$74.9K +$68.7K +1,335 New
CFB
467
Cullen/Frost Bankers
Texas
$72.9K +$66.9K +1,300 New
GRP
468
Global Retirement Partners
California
$72.3K +$66.3K +1,289 New
RA
469
Rise Advisors
New York
$72.1K -$720 -14 -1%
LI
470
LRI Investments
Florida
$67.8K
SAM
471
Smartleaf Asset Management
Massachusetts
$60K -$41.5K -807 -43%
GIM
472
Glenmede Investment Management
Pennsylvania
$55K +$50.4K +980 New
MCM
473
MAI Capital Management
Ohio
$52.6K +$18.8K +366 +64%
GWM
474
Geneos Wealth Management
Colorado
$46.6K -$2.67K -52 -6%
Optiver Holding
475
Optiver Holding
Netherlands
$44.3K +$5.61K +109 +16%

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.