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Equitable Holdings
EQH

562 hedge funds and large institutions have $13.9B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 228 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $4.4M

3% less funds holding

Funds holding: 582 → 562 (-20)

5.99% less ownership

Funds ownership: 97.23% → 91.25% (-6%)

16% less capital invested

Capital invested by funds: $16.6B → $13.9B (-$2.69B)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

20% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
562
Holders Change
-20
Holders Change %
-3.44%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
65
Increased
182
Reduced
228
Closed
79
Calls
$7.96M
Puts
$4.4M
Net Calls
+$3.56M
Net Calls Change
-$17M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$193M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$106M
3
LCOV
London Company of Virginia
Virginia
+$63.9M
4
Millennium Management
Millennium Management
New York
+$61.4M
5
CAM
Close Asset Management
United Kingdom
+$47M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$137M
2
Invesco
Invesco
Georgia
-$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$90.2M
4
Man Group
Man Group
United Kingdom
-$79.7M
5
Amundi
Amundi
France
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
476
Brown Brothers Harriman & Co
New York
$26.9K – – –
JFGIW
477
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.9K +$27K +510 New
MCM
478
MV Capital Management
Maryland
$25.2K – – –
WA
479
WPG Advisers
Maryland
$25K +$1.22K +23 +5%
SOW
480
State of Wyoming
Wyoming
$24.7K +$5.3K +100 +26%
EP
481
Essential Partners
California
$24.5K +$6.78K +128 +36%
BTD
482
BankPlus Trust Department
Mississippi
$23.9K -$45.8K -865 -65%
CIM
483
Contravisory Investment Management
Massachusetts
$23.9K – – –
SCM
484
Sterling Capital Management
North Carolina
$23.2K -$371 -7 -2%
PTC
485
Private Trust Company
Ohio
$21.9K – – –
AF
486
Allworth Financial
California
$19.8K +$17.4K +328 +529%
HWM
487
Hemington Wealth Management
Virginia
$17K +$530 +10 +3%
SL
488
Salomon & Ludwin
Virginia
$16.8K +$17.4K +329 New
C
489
Covestor
United Kingdom
$16K -$10.2K -192 -37%
MG
490
Mather Group
Illinois
$14.1K +$14.7K +277 New
OWP
491
ORG Wealth Partners
Texas
$13.8K +$14K +264 +3,300%
WTA
492
Washington Trust Advisors
Massachusetts
$13.8K -$636 -12 -4%
JWA
493
JFS Wealth Advisors
Pennsylvania
$13.2K – – –
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$12.7K +$371 +7 +3%
HIA
495
Harbor Investment Advisory
Maryland
$11.9K – – –
WT
496
Whittier Trust
California
$11.8K – – –
CT
497
Clearstead Trust
Maine
$11K – – –
FFO
498
Fortitude Family Office
Arizona
$10.5K +$371 +7 +4%
W
499
WealthCollab
Washington
$9.04K – – –
MCM
500
Manchester Capital Management
Vermont
$8.63K +$9.01K +170 New
18 19
20
21 22

EQH Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2025, worth a combined $13.9B — down 16% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of EQH and 65 opened new positions — a net loss of 14 holders — while 228 trimmed existing stakes and 182 added.

The largest buyer was Capital International Investors, adding an estimated $193M. The largest seller was Acadian Asset Management, cutting an estimated $137M.

  • 562 institutional investors held Equitable Holdings (EQH) as of Q3 2025, down from 582 in Q2 2025.
  • Funds reported $13.9B of Equitable Holdings stock for Q3 2025, down 16% quarter-over-quarter.
  • 65 funds opened new Equitable Holdings positions in Q3 2025 and 79 closed out, a net change of -14 holders.
  • The largest Equitable Holdings buyer in Q3 2025 was Capital International Investors, an estimated $193M added.
  • The largest Equitable Holdings seller in Q3 2025 was Acadian Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2025.