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Equitable Holdings
EQH

Overview Fund Activity

529 hedge funds and large institutions have $14.2B invested in Equitable Holdings in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 197 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+30
Holders Change %
+6.01%
% of All Funds
7.04%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
85
Increased
187
Reduced
197
Closed
45
Calls
$4.7M
Puts
$11.2M
Net Calls
-$6.46M
Net Calls Change
-$708K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$416M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$74.1M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$69.3M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$83M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$53.9M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$386M
2
Viking Global Investors
Viking Global Investors
Connecticut
$36.1M
3
SC
Sessa Capital
New York
$121M
4
BlackRock
BlackRock
New York
$1.4B
5
Citadel Advisors
Citadel Advisors
Florida
$84.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
476
Venturi Wealth Management
Texas
$8.73K – – –
W
477
WealthCollab
Washington
$8.4K -$2.12K -45 -20%
HWM
478
Hemington Wealth Management
Virginia
$8K +$2.82K +62 +54%
FFO
479
Fortitude Family Office
Arizona
$7.26K – – –
HNW
480
High Note Wealth
Minnesota
$7.08K +$7.08K +150 New
BGAI
481
Bruce G. Allen Investments
Colorado
$6.89K -$377 -8 -5%
AF
482
Atala Financial
California
$6.84K +$6.84K +145 New
IWP
483
IAG Wealth Partners
Wisconsin
$6.79K – – –
TCOV
484
Trust Company of Vermont
Vermont
$6.42K – – –
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$4.72K – – –
CTA
486
Colonial Trust Advisors
South Carolina
$4.72K +$4.72K +100 New
SC
487
SouthState Corp
Florida
$4.39K – – –
JGIA
488
Jackson Grant Investment Advisers
Connecticut
$4.25K – – –
BIA
489
Bell Investment Advisors
California
$4.15K -$3.82K -81 -48%
SIC
490
SJS Investment Consulting
Ohio
$4.01K -$613 -13 -13%
CIA
491
Cape Investment Advisory
Georgia
$3.77K -$29.4K -624 -89%
PFBT
492
Parkside Financial Bank & Trust
Missouri
$3.49K – – –
TPCW
493
TD Private Client Wealth
New York
$3.44K – – –
S
494
Sachetta
Massachusetts
$3.3K – – –
DPW
495
DiNuzzo Private Wealth
Pennsylvania
$3.02K -$94 -2 -3%
WCM
496
Westend Capital Management
California
$3.02K – – –
CAL
497
Capital Advisors Ltd
Ohio
$3K – – –
CMP
498
Coston McIsaac & Partners
Maine
$3K – – –
AF
499
Allworth Financial
California
$2.93K – – –
BF
500
BOK Financial
Oklahoma
$2.64K -$481 -10 -15%
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