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Equitable Holdings

577 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 220 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:

4% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 212

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$612M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
577
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
FFA
451
Farther Finance Advisors
California
$142K
CPG
452
Cornerstone Planning Group
New Jersey
$142K
HFS
453
Hantz Financial Services
Michigan
$141K
PFBT
454
Parkside Financial Bank & Trust
Missouri
$140K
SIA
455
Sit Investment Associates
Minnesota
$137K
WSFS
456
Wilmington Savings Fund Society
Delaware
$132K
BTI
457
Blue Trust Inc
Georgia
$117K
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$105K
EWA
459
EverSource Wealth Advisors
Alabama
$100K
ZBNA
460
Zions Bancorporation, National Association
Utah
$92.5K
ME
461
McIlrath & Eck
Washington
$75.3K
BTD
462
BankPlus Trust Department
Mississippi
$74.9K
CFB
463
Cullen/Frost Bankers
Texas
$72.9K
GRP
464
Global Retirement Partners
California
$72.3K
RA
465
Rise Advisors
New York
$72.1K
LI
466
LRI Investments
Florida
$67.8K
SAM
467
Smartleaf Asset Management
Massachusetts
$60K
GIM
468
Glenmede Investment Management
Pennsylvania
$55K
MCM
469
MAI Capital Management
Ohio
$52.6K
GWM
470
Geneos Wealth Management
Colorado
$46.6K
Optiver Holding
471
Optiver Holding
Netherlands
$44.3K
VCM
472
Versant Capital Management
Arizona
$43.6K
OCM
473
Orion Capital Management
California
$35.3K
PA
474
Parallel Advisors
California
$33.3K
HI
475
Harbour Investments
Wisconsin
$32.7K