We are live on ! Find out more
EQH icon

Equitable Holdings

502 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 154

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2% more funds holding

Funds holding: 490502 (+12)

0% more capital invested

Capital invested by funds: $12.5B → $12.6B (+$32.8M)

0% more ownership

Funds ownership: 94.27%94.27% (+0%)

49% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $11.8M

Holders
502
Holders Change
+12
Holders Change %
+2.45%
% of All Funds
7.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
62
Increased
210
Reduced
154
Closed
48
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
476
Westend Capital Management
California
$2.69K
AF
477
Allworth Financial
California
$2.31K +$656 +16 +41%
AWM
478
Avior Wealth Management
Nebraska
$2.1K +$2.05K +50 New
LFG
479
Larson Financial Group
Missouri
$2.02K +$1.68K +41 +586%
HFM
480
Harvest Fund Management
China
$2K -$281K -6,858 -99%
FHA
481
First Horizon Advisors
Tennessee
$1.93K
VWA
482
Valued Wealth Advisors
Utah
$1.81K -$82 -2 -4%
AGWCA
483
Annis Gardner Whiting Capital Advisors
Florida
$1.81K -$59K -1,437 -97%
IRC
484
Investors Research Corp
Georgia
$1.76K
BHWM
485
Beaird Harris Wealth Management
Texas
$1.56K
GFPC
486
Global Financial Private Client
Florida
$1.39K
HCP
487
Hexagon Capital Partners
Arkansas
$1.26K
CA
488
Claris Advisors
Missouri
$967 +$944 +23 New
RTC
489
Riverview Trust Company
Washington
$883 +$862 +21 New
GEA
490
Glen Eagle Advisors
New Jersey
$826
VWWMG
491
Vermillion & White Wealth Management Group
Pennsylvania
$757 +$739 +18 New
RAM
492
Riggs Asset Management
Pennsylvania
$505
CA
493
CoreCap Advisors
Michigan
$252 +$246 +6 New
RCM
494
Raleigh Capital Management
North Carolina
$210
PWMG
495
Private Wealth Management Group
New Jersey
$127 +$123 +3 New
TFM
496
TFC Financial Management
Massachusetts
$85
CTC
497
Central Trust Company
Missouri
$85 +$82 +2 New
MFG
498
Mendota Financial Group
Wisconsin
$85 +$82 +2 New
HWA
499
Heritage Wealth Advisors
Virginia
$84 +$82 +2 New
CMP
500
Coston McIsaac & Partners
Maine
$2