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Equitable Holdings

560 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

21% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 229

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$4.4M
Net Calls
Net Calls Change

Top Sellers

1 -$137M
2 -$109M
3 -$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
SIA
451
Sit Investment Associates
Minnesota
$124K
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$103K
CIBC Private Wealth Group
453
CIBC Private Wealth Group
Georgia
$97.2K
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$95K
EWA
455
EverSource Wealth Advisors
Alabama
$91.1K
BTI
456
Blue Trust Inc
Georgia
$85.1K
ZBNA
457
Zions Bancorporation, National Association
Utah
$81.1K
CFB
458
Cullen/Frost Bankers
Texas
$66K
RA
459
Rise Advisors
New York
$65.4K
LI
460
LRI Investments
Florida
$61.4K
CT
461
Colonial Trust
South Carolina
$52.6K
WANY
462
Wealthspire Advisors (New York)
New York
$41.5K
VCM
463
Versant Capital Management
Arizona
$40.2K
CIAM
464
Caitong International Asset Management
Hong Kong
$38.1K
HNB
465
Hilltop National Bank
Wyoming
$36.6K
MCM
466
MAI Capital Management
Ohio
$36.6K
RFP
467
Root Financial Partners
California
$36.1K
GRP
468
Global Retirement Partners
California
$35.1K
OCM
469
Orion Capital Management
California
$32.2K
HI
470
Harbour Investments
Wisconsin
$31.3K
PA
471
Parallel Advisors
California
$29.9K
TFIPS
472
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.9K
TWD
473
True Wealth Design
Ohio
$27.6K
WTC
474
WhitTier Trust Company
Nevada
$27.1K
BBHC
475
Brown Brothers Harriman & Co
New York
$26.9K