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Equitable Holdings

539 hedge funds and large institutions have $9.73B invested in Equitable Holdings in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 188 increasing their positions, 205 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

27% less capital invested

Capital invested by funds: $13.4B → $9.73B (-$3.63B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

62% less call options, than puts

Call options by funds: $3.19M | Put options by funds: $8.46M

Holders
539
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.19M
Puts
$8.46M
Net Calls
Net Calls Change

Top Buyers

1 +$124M
2 +$106M
3 +$89.2M
4
Marshall Wace
Marshall Wace
United Kingdom
+$86.6M
5
Jane Street
Jane Street
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
451
Fortitude Family Office
Arizona
$7.9K
TM
452
Torren Management
California
$7.54K
PMFA
453
Plante Moran Financial Advisors
Michigan
$7.43K
SIC
454
SJS Investment Consulting
Ohio
$7.13K
CFO
455
CVA Family Office
Colorado
$6.87K
PWPS
456
Pinnacle Wealth Planning Services
Ohio
$6.79K
W
457
WealthCollab
Washington
$6.61K
MCM
458
Manchester Capital Management
Vermont
$6.31K
C
459
Covestor
United Kingdom
$6K
JGCM
460
Joseph Group Capital Management
Ohio
$5.6K
HNW
461
High Note Wealth
Minnesota
$5.42K
CCWM
462
Cassaday & Co Wealth Management
Virginia
$5.31K
RCM
463
Richardson Capital Management
Wisconsin
$5.23K
BGAI
464
Bruce G. Allen Investments
Colorado
$5.16K
AFC
465
Ares Financial Consulting
California
$4.7K
JFG
466
JDM Financial Group
Texas
$4.42K
WTA
467
Washington Trust Advisors
Massachusetts
$4.38K
AA
468
Ancora Advisors
Ohio
$4.34K
FFA
469
Frazier Financial Advisors
Ohio
$4.04K
HNB
470
Huntington National Bank
Ohio
$3.93K
BIA
471
Bell Investment Advisors
California
$3.75K
CTA
472
Colonial Trust Advisors
South Carolina
$3.71K
CCM
473
Chilton Capital Management
Texas
$3.71K
WT
474
Whittier Trust
California
$3.65K
IWP
475
IAG Wealth Partners
Wisconsin
$3.47K