We are live on ! Find out more
EQH icon

Equitable Holdings

539 hedge funds and large institutions have $9.73B invested in Equitable Holdings in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 188 increasing their positions, 205 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

27% less capital invested

Capital invested by funds: $13.4B → $9.73B (-$3.63B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

62% less call options, than puts

Call options by funds: $3.19M | Put options by funds: $8.46M

Holders
539
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.19M
Puts
$8.46M
Net Calls
Net Calls Change

Top Buyers

1 +$124M
2 +$106M
3 +$89.2M
4
Marshall Wace
Marshall Wace
United Kingdom
+$86.6M
5
Jane Street
Jane Street
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
476
Jackson Grant Investment Advisers
Connecticut
$3.34K
HHCP
477
Hilton Head Capital Partners
South Carolina
$3.12K
WB
478
Webster Bank
Connecticut
$2.9K
CMA
479
Cedar Mountain Advisors
Oregon
$2.67K
BFS
480
Bare Financial Services
Pennsylvania
$2.41K
LFG
481
Larson Financial Group
Missouri
$2.34K
AF
482
Advisornet Financial
Minnesota
$2.34K
KFAS
483
Keating Financial Advisory Services
Kansas
$2.15K
VWA
484
Valued Wealth Advisors
Utah
$2.06K
SWM
485
Spire Wealth Management
Virginia
$2K
CAL
486
Capital Advisors Ltd
Ohio
$2K
CMP
487
Coston McIsaac & Partners
Maine
$2K
DPW
488
DiNuzzo Private Wealth
Pennsylvania
$1.89K
FCAS
489
First Command Advisory Services
Texas
$1.89K
WPA
490
Wealth Preservation Advisors
Tennessee
$1.82K
SFS
491
Sunrise Financial Services
Washington
$1.67K
NA
492
NewEdge Advisors
Louisiana
$1.67K
MB
493
MidFirst Bank
Oklahoma
$1.48K
DF
494
Dunhill Financial
United Kingdom
$1.48K
TPWA
495
Twin Peaks Wealth Advisors
California
$1.41K
QWM
496
Quaker Wealth Management
New Jersey
$1.37K
AFG
497
Albion Financial Group
Utah
$1.37K
PWA
498
Physician Wealth Advisors
Utah
$1.34K
CFM
499
Cornerstone Financial Management
Massachusetts
$1.3K
SA
500
Scarborough Advisors
Maryland
$1.26K