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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

1% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 84

8% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 205

2% less funds holding

Funds holding: 551539 (-12)

4.22% less ownership

Funds ownership: 97.8%93.57% (-4.2%)

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
-12
Holders Change %
-2.18%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
83
Increased
188
Reduced
205
Closed
84
Calls
$3.19M
Puts
$8.46M
Net Calls
-$5.28M
Net Calls Change
-$8.03M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$81.7M +$24.9M +581,362 +36%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$79.8M -$29.8M -696,222 -24%
Charles Schwab
28
Charles Schwab
California
$77.6M +$4.13M +96,451 +5%
UBS AM
29
UBS AM
Illinois
$76.5M +$7.11M +165,993 +9%
AU
30
Algebris (UK)
United Kingdom
$75.5M +$31.9M +743,798 +57%
Marshall Wace
31
Marshall Wace
United Kingdom
$75M +$86.6M +2,021,093 New
Principal Financial Group
32
Principal Financial Group
Iowa
$72.6M -$4.45M -103,833 -5%
UBS Group
33
UBS Group
Switzerland
$71.5M +$39.4M +918,558 +91%
N
34
Nuveen
North Carolina
$70.8M +$2.49M +58,225 +3%
Jane Street
35
Jane Street
New York
$68.5M +$62.5M +1,458,825 +376%
VFT
36
Vanguard Fiduciary Trust
Pennsylvania
$66.8M +$77.2M +1,801,134 New
TG
37
TCW Group
California
$60.4M +$13.6M +318,307 +24%
Ameriprise
38
Ameriprise
Minnesota
$60M +$17.9M +416,978 +35%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$54.5M +$12.3M +287,032 +24%
Legal & General Group
40
Legal & General Group
United Kingdom
$49.1M -$4.5M -105,056 -7%
WorldQuant Millennium Advisors
41
WorldQuant Millennium Advisors
New York
$38.4M +$24.7M +575,934 +126%
PPF
42
PFA Pension Forsikringsaktieselskab
$38M -$24.2K -566 -0.1%
AQR Capital Management
43
AQR Capital Management
Connecticut
$36.7M -$3.76M -87,734 -8%
CI Investments Inc
44
CI Investments Inc
Ontario, Canada
$36M -$1.04M -24,196 -2%
Lazard Asset Management
45
Lazard Asset Management
New York
$33.5M +$7.8M +181,990 +25%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$33.5M -$18.4M -429,603 -32%
Bank of America
47
Bank of America
North Carolina
$33M +$5.19M +121,261 +16%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$32.4M +$2.05M +47,920 +6%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$31.6M -$450K -10,504 -1%
Swiss National Bank
50
Swiss National Bank
Switzerland
$31.2M +$865K +20,200 +2%