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Equitable Holdings

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Shares
Change %
LI
476
LRI Investments
Florida
$63K
FFA
477
Farther Finance Advisors
California
$60.6K -$2.46K -47 -4%
SCM
478
Sterling Capital Management
North Carolina
$54.6K -$211K -4,056 -79%
LC
479
Lindbrook Capital
California
$51.2K
IA
480
IFP Advisors
Florida
$50.6K +$6.72K +129 +15%
AAM
481
Advisors Asset Management
Colorado
$47.5K -$86.8K -1,666 -65%
Bessemer Group
482
Bessemer Group
New Jersey
$44K +$8.9K +172 +25%
AAP
483
Arax Advisory Partners
Colorado
$41.2K -$35.8K -687 -47%
Optiver Holding
484
Optiver Holding
Netherlands
$35.4K +$34.5K +662 +3,678%
VCM
485
Versant Capital Management
Arizona
$34.3K +$6.62K +127 +24%
OCM
486
Orion Capital Management
California
$32.8K +$32.8K +630 New
PA
487
Parallel Advisors
California
$32K -$729 -14 -2%
AssetMark Inc
488
AssetMark Inc
California
$31.3K -$10.4K -199 -25%
MCM
489
MAI Capital Management
Ohio
$29.8K +$2.45K +47 +9%
HI
490
Harbour Investments
Wisconsin
$28.3K +$1.41K +27 +5%
WTC
491
WhitTier Trust Company
Nevada
$28.3K +$3.18K +61 +13%
WA
492
WPG Advisers
Maryland
$27K +$469 +9 +2%
Walleye Trading
493
Walleye Trading
New York
$26.4K +$26.4K +506 New
MCM
494
MV Capital Management
Maryland
$25.8K +$25.8K +496 New
C
495
Covestor
United Kingdom
$25K +$2.6K +51 +12%
CIM
496
Contravisory Investment Management
Massachusetts
$24.5K +$24.5K +470 New
SC
497
SouthState Corp
Florida
$24.4K +$19.6K +376 +404%
BBHC
498
Brown Brothers Harriman & Co
New York
$22.9K
WT
499
Whittier Trust
California
$22.9K
PTC
500
Private Trust Company
Ohio
$22.7K