EQH icon

Equitable Holdings

549 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 173 increasing their positions, 225 reducing their positions, and 80 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: 66 | Existing positions closed: 80

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 225

Holders
549
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 -$132M
2 -$105M
3 -$86.4M
4
Man Group
Man Group
United Kingdom
-$76.4M
5
Amundi
Amundi
France
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
476
Private Trust Company
Ohio
$21.9K
HWM
477
Hemington Wealth Management
Virginia
$17K
SL
478
Salomon & Ludwin
Virginia
$16.8K
C
479
Covestor
United Kingdom
$16K
MG
480
Mather Group
Illinois
$14.1K
OWP
481
ORG Wealth Partners
Texas
$13.8K
WTA
482
Washington Trust Advisors
Massachusetts
$13.8K
JWA
483
JFS Wealth Advisors
Pennsylvania
$13.2K
FMII
484
Farmers & Merchants Investments Inc
Nebraska
$12.7K
HIA
485
Harbor Investment Advisory
Maryland
$11.9K
WT
486
Whittier Trust
California
$11.8K
CT
487
Clearstead Trust
Maine
$11K
FFO
488
Fortitude Family Office
Arizona
$10.5K
W
489
WealthCollab
Washington
$9.04K
MCM
490
Manchester Capital Management
Vermont
$8.63K
HNB
491
Huntington National Bank
Ohio
$8.18K
Optiver Holding
492
Optiver Holding
Netherlands
$8.02K
MAM
493
Meeder Asset Management
Ohio
$7.67K
HNW
494
High Note Wealth
Minnesota
$7.62K
BGAI
495
Bruce G. Allen Investments
Colorado
$7.06K
DWM
496
Dogwood Wealth Management
Kansas
$6.55K
TCOV
497
Trust Company of Vermont
Vermont
$6.45K
AA
498
Ancora Advisors
Ohio
$5.94K
CTA
499
Colonial Trust Advisors
South Carolina
$5.08K
IWM
500
IMG Wealth Management
Florida
$5.03K