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Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$130M -$9.2M -178,969 -7%
Marshall Wace
27
Marshall Wace
United Kingdom
$127M +$23.4M +454,325 +25%
Federated Hermes
28
Federated Hermes
Pennsylvania
$126M +$19.4M +376,811 +20%
Amundi
29
Amundi
France
$124M +$4.85M +94,316 +4%
Robeco Institutional Asset Management
30
Robeco Institutional Asset Management
Netherlands
$122M +$94.4M +1,834,889 +553%
Charles Schwab
31
Charles Schwab
California
$117M -$921K -17,902 -0.8%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$110M -$7.37M -143,356 -7%
N
33
Nuveen
North Carolina
$105M -$2.23M -43,366 -2%
Man Group
34
Man Group
United Kingdom
$99.2M +$50.1M +974,827 +123%
Legal & General Group
35
Legal & General Group
United Kingdom
$87.8M -$589K -11,448 -0.7%
AQR Capital Management
36
AQR Capital Management
Connecticut
$68.2M -$35.7M -693,170 -36%
CI Investments Inc
37
CI Investments Inc
Ontario, Canada
$66M -$728K -14,160 -1%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$59.5M -$2.37M -46,099 -4%
UBS Group
39
UBS Group
Switzerland
$58.8M -$1.46M -28,309 -3%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$56.5M -$15M -290,791 -22%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$56.3M -$12.4M -241,899 -19%
Bank of America
42
Bank of America
North Carolina
$53M -$194K -3,769 -0.4%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$52.5M -$770K -14,979 -2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$52.1M +$2.32M +45,100 +5%
Ameriprise
45
Ameriprise
Minnesota
$50.8M -$5.81M -112,884 -11%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$50.1M +$10.6M +206,047 +30%
A
47
AustralianSuper
Australia
$49.6M +$6.93M +134,716 +18%
Deutsche Bank
48
Deutsche Bank
Germany
$45.7M +$3.03M +58,855 +8%
WP
49
Woodline Partners
California
$45.2M +$41.5M +806,464 New
Raymond James Financial
50
Raymond James Financial
Florida
$45.2M +$1.97M +38,250 +5%

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.