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Equitable Holdings
EQH

Overview Fund Activity

529 hedge funds and large institutions have $14.2B invested in Equitable Holdings in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 197 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+30
Holders Change %
+6.01%
% of All Funds
7.04%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
85
Increased
187
Reduced
197
Closed
45
Calls
$4.7M
Puts
$11.2M
Net Calls
-$6.46M
Net Calls Change
-$708K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$416M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$74.1M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$69.3M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$83M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$53.9M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$386M
2
Viking Global Investors
Viking Global Investors
Connecticut
$36.1M
3
SC
Sessa Capital
New York
$121M
4
BlackRock
BlackRock
New York
$1.4B
5
Citadel Advisors
Citadel Advisors
Florida
$84.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
501
Valued Wealth Advisors
Utah
$2.64K +$614 +13 +30%
DRP
502
Decker Retirement Planning
Utah
$2.55K +$2.55K +54 New
GFPC
503
Global Financial Private Client
Florida
$2.36K +$802 +17 +52%
FWM
504
FLP Wealth Management
Arkansas
$2.26K +$2.26K +48 New
NC
505
NewSquare Capital
Pennsylvania
$2.17K +$2.17K +46 New
FHA
506
First Horizon Advisors
Tennessee
$2.17K – – –
AGWCA
507
Annis Gardner Whiting Capital Advisors
Florida
$2.03K – – –
AF
508
Advisornet Financial
Minnesota
$1.98K -$72.2K -1,531 -97%
CSWM
509
Cassady Schiller Wealth Management
Ohio
$1.79K +$1.79K +38 New
BHWM
510
Beaird Harris Wealth Management
Texas
$1.75K – – –
HCP
511
Hexagon Capital Partners
Arkansas
$1.37K -$47 -1 -3%
SS
512
SBI Securities
Japan
$1.09K +$1.09K +23 New
AW
513
Avion Wealth
Texas
$1K +$367 +11 +58%
RTC
514
Riverview Trust Company
Washington
$991 – – –
GEA
515
Glen Eagle Advisors
New Jersey
$927 – – –
Optiver Holding
516
Optiver Holding
Netherlands
$849 -$4.62K -98 -84%
VWWMG
517
Vermillion & White Wealth Management Group
Pennsylvania
$849 – – –
WCM
518
WealthTrak Capital Management
Virginia
$708 +$708 +15 New
TWD
519
True Wealth Design
Ohio
$661 +$661 +14 New
RAM
520
Riggs Asset Management
Pennsylvania
$565 – – –
NS
521
NBC Securities
Alabama
$556 -$595K -11,779 -100%
PWM
522
Parkworth Wealth Management
California
$472 +$472 +10 New
LFG
523
Larson Financial Group
Missouri
$330 -$1.93K -41 -85%
CA
524
CoreCap Advisors
Michigan
$283 – – –
PWA
525
Principia Wealth Advisory
Texas
$283 +$283 +6 New
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