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Equitable Holdings

560 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

21% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 229

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$4.4M
Net Calls
Net Calls Change

Top Sellers

1 -$137M
2 -$109M
3 -$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
JFGIW
476
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.9K
MCM
477
MV Capital Management
Maryland
$25.2K
WA
478
WPG Advisers
Maryland
$25K
SOW
479
State of Wyoming
Wyoming
$24.7K
BTD
480
BankPlus Trust Department
Mississippi
$23.9K
CIM
481
Contravisory Investment Management
Massachusetts
$23.9K
SCM
482
Sterling Capital Management
North Carolina
$23.2K
PTC
483
Private Trust Company
Ohio
$21.9K
AF
484
Allworth Financial
California
$19.8K
HWM
485
Hemington Wealth Management
Virginia
$17K
SL
486
Salomon & Ludwin
Virginia
$16.8K
C
487
Covestor
United Kingdom
$16K
MG
488
Mather Group
Illinois
$14.1K
OWP
489
ORG Wealth Partners
Texas
$13.8K
WTA
490
Washington Trust Advisors
Massachusetts
$13.8K
JWA
491
JFS Wealth Advisors
Pennsylvania
$13.2K
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$12.7K
HIA
493
Harbor Investment Advisory
Maryland
$11.9K
WT
494
Whittier Trust
California
$11.8K
CT
495
Clearstead Trust
Maine
$11K
FFO
496
Fortitude Family Office
Arizona
$10.5K
W
497
WealthCollab
Washington
$9.04K
MCM
498
Manchester Capital Management
Vermont
$8.63K
HNB
499
Huntington National Bank
Ohio
$8.18K
Optiver Holding
500
Optiver Holding
Netherlands
$8.02K