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Equitable Holdings

580 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$609M)

Holders
580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.3M
Puts
$53.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
476
Orion Capital Management
California
$35.3K
PA
477
Parallel Advisors
California
$33.3K
HI
478
Harbour Investments
Wisconsin
$32.7K
TWD
479
True Wealth Design
Ohio
$31.5K
TFIPS
480
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.9K
WTC
481
WhitTier Trust Company
Nevada
$30.8K
BBHC
482
Brown Brothers Harriman & Co
New York
$29.7K
C
483
Covestor
United Kingdom
$29K
MCM
484
MV Capital Management
Maryland
$27.8K
HT
485
Headlands Technologies
Illinois
$27.2K
CIM
486
Contravisory Investment Management
Massachusetts
$26.4K
WA
487
WPG Advisers
Maryland
$26.3K
SCM
488
Sterling Capital Management
North Carolina
$26K
MAM
489
Meeder Asset Management
Ohio
$24.6K
PTC
490
Private Trust Company
Ohio
$24.2K
FHA
491
First Horizon Advisors
Tennessee
$24.1K
AAP
492
Arax Advisory Partners
Colorado
$22.4K
SOW
493
State of Wyoming
Wyoming
$21.7K
WA
494
Whipplewood Advisors
Colorado
$20.1K
HWM
495
Hemington Wealth Management
Virginia
$19K
SC
496
SouthState Corp
Florida
$17.7K
NC
497
NewSquare Capital
Pennsylvania
$17.3K
WTA
498
Washington Trust Advisors
Massachusetts
$15.9K
KGP
499
Keystone Global Partners
Colorado
$15.8K
TPWA
500
Twin Peaks Wealth Advisors
California
$14.9K