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Equitable Holdings
EQH

562 hedge funds and large institutions have $13.9B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 228 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $4.4M

3% less funds holding

Funds holding: 582 → 562 (-20)

5.99% less ownership

Funds ownership: 97.23% → 91.25% (-6%)

16% less capital invested

Capital invested by funds: $16.6B → $13.9B (-$2.69B)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

20% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
562
Holders Change
-20
Holders Change %
-3.44%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
65
Increased
182
Reduced
228
Closed
79
Calls
$7.96M
Puts
$4.4M
Net Calls
+$3.56M
Net Calls Change
-$17M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$193M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$106M
3
LCOV
London Company of Virginia
Virginia
+$63.9M
4
Millennium Management
Millennium Management
New York
+$61.4M
5
CAM
Close Asset Management
United Kingdom
+$47M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$137M
2
Invesco
Invesco
Georgia
-$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$90.2M
4
Man Group
Man Group
United Kingdom
-$79.7M
5
Amundi
Amundi
France
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
451
Parkside Financial Bank & Trust
Missouri
$127K -$212 -4 -0.2%
SIA
452
Sit Investment Associates
Minnesota
$124K – – –
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$103K -$85.5K -1,614 -44%
CIBC Private Wealth Group
454
CIBC Private Wealth Group
Georgia
$97.2K +$94.4K +1,782 +1,350%
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$95K – – –
EWA
456
EverSource Wealth Advisors
Alabama
$91.1K +$477 +9 +0.5%
BTI
457
Blue Trust Inc
Georgia
$85.1K -$21.7K -409 -20%
ZBNA
458
Zions Bancorporation, National Association
Utah
$81.1K -$2.75K -52 -3%
CFB
459
Cullen/Frost Bankers
Texas
$66K – – –
RA
460
Rise Advisors
New York
$65.4K +$159 +3 +0.2%
LI
461
LRI Investments
Florida
$61.4K – – –
CT
462
Colonial Trust
South Carolina
$52.6K -$159K -3,000 -74%
WANY
463
Wealthspire Advisors (New York)
New York
$41.5K +$43.3K +818 New
VCM
464
Versant Capital Management
Arizona
$40.2K +$742 +14 +2%
CIAM
465
Caitong International Asset Management
Hong Kong
$38.1K +$39.7K +750 New
HNB
466
Hilltop National Bank
Wyoming
$36.6K +$38.2K +721 New
MCM
467
MAI Capital Management
Ohio
$36.6K -$11.5K -217 -23%
RFP
468
Root Financial Partners
California
$36.1K +$37.6K +710 New
GRP
469
Global Retirement Partners
California
$35.1K -$31.6K -597 -46%
OCM
470
Orion Capital Management
California
$32.2K +$265 +5 +0.8%
HI
471
Harbour Investments
Wisconsin
$31.3K +$1.8K +34 +6%
PA
472
Parallel Advisors
California
$29.9K -$318 -6 -1%
TFIPS
473
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.9K – – –
TWD
474
True Wealth Design
Ohio
$27.6K -$901 -17 -3%
WTC
475
WhitTier Trust Company
Nevada
$27.1K -$1.06K -20 -4%
17 18
19
20 21

EQH Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2025, worth a combined $13.9B — down 16% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of EQH and 65 opened new positions — a net loss of 14 holders — while 228 trimmed existing stakes and 182 added.

The largest buyer was Capital International Investors, adding an estimated $193M. The largest seller was Acadian Asset Management, cutting an estimated $137M.

  • 562 institutional investors held Equitable Holdings (EQH) as of Q3 2025, down from 582 in Q2 2025.
  • Funds reported $13.9B of Equitable Holdings stock for Q3 2025, down 16% quarter-over-quarter.
  • 65 funds opened new Equitable Holdings positions in Q3 2025 and 79 closed out, a net change of -14 holders.
  • The largest Equitable Holdings buyer in Q3 2025 was Capital International Investors, an estimated $193M added.
  • The largest Equitable Holdings seller in Q3 2025 was Acadian Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2025.