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Equitable Holdings
EQH

Overview Fund Activity

576 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$177M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$109M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$103M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$86.8M
5
Boston Partners
Boston Partners
Massachusetts
+$83.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$165M
3
Pzena Investment Management
Pzena Investment Management
New York
-$93.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.7M
5
SC
Samlyn Capital
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFIPS
476
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.9K +$30.9K +550 New
WTC
477
WhitTier Trust Company
Nevada
$30.8K +$337 +6 +1%
BBHC
478
Brown Brothers Harriman & Co
New York
$29.7K +$4.99K +89 +20%
C
479
Covestor
United Kingdom
$29K +$1.46K +26 +5%
MCM
480
MV Capital Management
Maryland
$27.8K – – –
HT
481
Headlands Technologies
Illinois
$27.2K -$214K -3,818 -89%
CIM
482
Contravisory Investment Management
Massachusetts
$26.4K – – –
WA
483
WPG Advisers
Maryland
$26.3K -$2.81K -50 -10%
SCM
484
Sterling Capital Management
North Carolina
$26K -$32.8K -585 -56%
MAM
485
Meeder Asset Management
Ohio
$24.6K +$3.09K +55 +14%
PTC
486
Private Trust Company
Ohio
$24.2K -$224 -4 -0.9%
FHA
487
First Horizon Advisors
Tennessee
$24.1K +$21.5K +383 +833%
AAP
488
Arax Advisory Partners
Colorado
$22.4K -$36.7K -490 -62%
SOW
489
State of Wyoming
Wyoming
$21.7K +$21.7K +387 New
WA
490
Whipplewood Advisors
Colorado
$20.1K +$1.18K +21 +6%
HWM
491
Hemington Wealth Management
Virginia
$19K +$1.78K +32 +10%
SC
492
SouthState Corp
Florida
$17.7K -$8.58K -153 -33%
NC
493
NewSquare Capital
Pennsylvania
$17.3K +$729 +13 +4%
WTA
494
Washington Trust Advisors
Massachusetts
$15.9K +$11K +196 +225%
KGP
495
Keystone Global Partners
Colorado
$15.8K +$15.8K +281 New
TPWA
496
Twin Peaks Wealth Advisors
California
$14.9K +$14.9K +271 New
JWA
497
JFS Wealth Advisors
Pennsylvania
$14.6K – – –
VWWMG
498
Vermillion & White Wealth Management Group
Pennsylvania
$14.2K +$13.2K +236 +1,311%
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$13.6K +$2.24K +40 +20%
HIA
500
Harbor Investment Advisory
Maryland
$13.2K – – –
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