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Equitable Holdings

545 hedge funds and large institutions have $13.3B invested in Equitable Holdings in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 156 increasing their positions, 252 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

4% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 75

3% less funds holding

Funds holding: 560545 (-15)

38% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 252

Holders
545
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
$2.8M
Puts
$43K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$2.57K
AF
502
Advisornet Financial
Minnesota
$2.52K
VWWMG
503
Vermillion & White Wealth Management Group
Pennsylvania
$2.52K
FCAS
504
First Command Advisory Services
Texas
$2.43K
BFS
505
Bare Financial Services
Pennsylvania
$2.38K
SC
506
SouthState Corp
Florida
$2.29K
TAM
507
Tucker Asset Management
Colorado
$2.19K
SFS
508
Sunrise Financial Services
Washington
$2.14K
PWA
509
Principia Wealth Advisory
Texas
$2.05K
CIA
510
Cape Investment Advisory
Georgia
$2K
BHWM
511
Bay Harbor Wealth Management
Maryland
$1.91K
SA
512
Scarborough Advisors
Maryland
$1.62K
QWM
513
Quaker Wealth Management
New Jersey
$1.57K
WETS
514
Wealth Enhancement Trust Services
South Dakota
$1.43K
CH
515
Cromwell Holdings
Wyoming
$1.33K
CTB
516
Country Trust Bank
Illinois
$1.14K
FNWA
517
Financial Network Wealth Advisors
Utah
$1.1K
RCM
518
Richardson Capital Management
Wisconsin
$1.05K
PWA
519
Physician Wealth Advisors
Utah
$1K
AW
520
Avion Wealth
Texas
$1K
TPCW
521
TD Private Client Wealth
New York
$953
CA
522
CoreCap Advisors
Michigan
$905
CFM
523
Cornerstone Financial Management
Massachusetts
$905
HWP
524
Highline Wealth Partners
California
$858
RWM
525
Rialto Wealth Management
New York
$763