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Equitable Holdings

549 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 173 increasing their positions, 225 reducing their positions, and 80 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: 66 | Existing positions closed: 80

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 225

Holders
549
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 -$132M
2 -$105M
3 -$86.4M
4
Man Group
Man Group
United Kingdom
-$76.4M
5
Amundi
Amundi
France
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
501
IAG Wealth Partners
Wisconsin
$4.75K
JGIA
502
Jackson Grant Investment Advisers
Connecticut
$4.57K
LFG
503
Larson Financial Group
Missouri
$4.57K
BIA
504
Bell Investment Advisors
California
$4.47K
SC
505
SouthState Corp
Florida
$3.96K
WB
506
Webster Bank
Connecticut
$3.96K
S
507
Sachetta
Massachusetts
$3.56K
TPCW
508
TD Private Client Wealth
New York
$3.5K
DPW
509
DiNuzzo Private Wealth
Pennsylvania
$3.25K
CAL
510
Capital Advisors Ltd
Ohio
$3K
CMP
511
Coston McIsaac & Partners
Maine
$3K
VWA
512
Valued Wealth Advisors
Utah
$2.89K
SWM
513
Spire Wealth Management
Virginia
$2.84K
PWA
514
Physician Wealth Advisors
Utah
$2.64K
HHGA
515
Halbert Hargrove Global Advisors
California
$2.64K
SIC
516
SJS Investment Consulting
Ohio
$2.54K
CH
517
Cromwell Holdings
Wyoming
$2.23K
RF
518
Rossby Financial
Florida
$2.22K
HFS
519
Hughes Financial Services
Virginia
$2.05K
AF
520
Advisornet Financial
Minnesota
$2.03K
CCM
521
Cloud Capital Management
Washington
$2K
QWM
522
Quaker Wealth Management
New Jersey
$1.73K
RWM
523
Rialto Wealth Management
New York
$1.52K
BFS
524
Bare Financial Services
Pennsylvania
$1.52K
AWM
525
Activest Wealth Management
Florida
$1.42K