EQH icon

Equitable Holdings

555 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, 177 increasing their positions, 228 reducing their positions, and 81 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: $ → $

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 228

Holders
555
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
SOW
476
State of Wyoming
Wyoming
$24.7K
BTD
477
BankPlus Trust Department
Mississippi
$23.9K
CIM
478
Contravisory Investment Management
Massachusetts
$23.9K
SCM
479
Sterling Capital Management
North Carolina
$23.2K
PTC
480
Private Trust Company
Ohio
$21.9K
AF
481
Allworth Financial
California
$19.8K
HWM
482
Hemington Wealth Management
Virginia
$17K
SL
483
Salomon & Ludwin
Virginia
$16.8K
C
484
Covestor
United Kingdom
$16K
MG
485
Mather Group
Illinois
$14.1K
OWP
486
ORG Wealth Partners
Texas
$13.8K
WTA
487
Washington Trust Advisors
Massachusetts
$13.8K
JWA
488
JFS Wealth Advisors
Pennsylvania
$13.2K
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$12.7K
HIA
490
Harbor Investment Advisory
Maryland
$11.9K
WT
491
Whittier Trust
California
$11.8K
CT
492
Clearstead Trust
Maine
$11K
FFO
493
Fortitude Family Office
Arizona
$10.5K
W
494
WealthCollab
Washington
$9.04K
MCM
495
Manchester Capital Management
Vermont
$8.63K
HNB
496
Huntington National Bank
Ohio
$8.18K
Optiver Holding
497
Optiver Holding
Netherlands
$8.02K
MAM
498
Meeder Asset Management
Ohio
$7.67K
HNW
499
High Note Wealth
Minnesota
$7.62K
BGAI
500
Bruce G. Allen Investments
Colorado
$7.06K