We are live on ! Find out more
EQH icon

Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
476
Versant Capital Management
Arizona
$43.6K +$6.12K +119 +18%
OCM
477
Orion Capital Management
California
$35.3K
PA
478
Parallel Advisors
California
$33.3K -$1.03K -20 -3%
HI
479
Harbour Investments
Wisconsin
$32.7K +$2.01K +39 +7%
TWD
480
True Wealth Design
Ohio
$31.5K +$24.7K +480 +593%
TFIPS
481
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.9K +$28.3K +550 New
WTC
482
WhitTier Trust Company
Nevada
$30.8K +$309 +6 +1%
BBHC
483
Brown Brothers Harriman & Co
New York
$29.7K +$4.58K +89 +20%
C
484
Covestor
United Kingdom
$29K +$1.34K +26 +5%
MCM
485
MV Capital Management
Maryland
$27.8K
HT
486
Headlands Technologies
Illinois
$27.2K -$196K -3,818 -89%
CIM
487
Contravisory Investment Management
Massachusetts
$26.4K
WA
488
WPG Advisers
Maryland
$26.3K -$2.57K -50 -10%
SCM
489
Sterling Capital Management
North Carolina
$26K -$30.1K -585 -56%
MAM
490
Meeder Asset Management
Ohio
$24.6K +$2.83K +55 +14%
PTC
491
Private Trust Company
Ohio
$24.2K -$206 -4 -0.9%
FHA
492
First Horizon Advisors
Tennessee
$24.1K +$19.7K +383 +833%
AAP
493
Arax Advisory Partners
Colorado
$22.4K -$25.2K -490 -62%
SOW
494
State of Wyoming
Wyoming
$21.7K +$19.9K +387 New
WA
495
Whipplewood Advisors
Colorado
$20.1K +$1.08K +21 +6%
EP
496
Essential Partners
California
$19.9K +$18.3K +355 New
HWM
497
Hemington Wealth Management
Virginia
$19K +$1.65K +32 +10%
SC
498
SouthState Corp
Florida
$17.7K -$7.87K -153 -33%
NC
499
NewSquare Capital
Pennsylvania
$17.3K +$669 +13 +4%
WTA
500
Washington Trust Advisors
Massachusetts
$15.9K +$10.1K +196 +225%

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.