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Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$171M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$160M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$110M
4
Boston Partners
Boston Partners
Massachusetts
$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$567M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$159M
2
TIM
Thornburg Investment Management
New Mexico
$2.53B
3
SC
Sessa Capital
New York
$0
4
Pzena Investment Management
Pzena Investment Management
New York
$307M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
501
Meeder Asset Management
Ohio
$20K +$9.53K +183 +92%
WA
502
Whipplewood Advisors
Colorado
$19K -$1.91K -34 -9%
HWM
503
Hemington Wealth Management
Virginia
$16K +$6.89K +133 +76%
NC
504
NewSquare Capital
Pennsylvania
$15.4K +$13K +250 +543%
MG
505
Mather Group
Illinois
$14.4K -$1.67K -32 -10%
JWA
506
JFS Wealth Advisors
Pennsylvania
$13.5K – – –
HIA
507
Harbor Investment Advisory
Maryland
$12.2K – – –
HFS
508
Hantz Financial Services
Michigan
$12K +$12K +221 New
CT
509
Clearstead Trust
Maine
$11.3K +$11.3K +217 New
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$10.6K +$5.37K +103 +103%
W
511
WealthCollab
Washington
$9.27K – – –
CA
512
Continuum Advisory
Idaho
$9.17K -$20.3K -390 -69%
HNB
513
Huntington National Bank
Ohio
$8.39K -$5.37K -103 -39%
FFO
514
Fortitude Family Office
Arizona
$8.02K – – –
HNW
515
High Note Wealth
Minnesota
$7.81K – – –
AF
516
Atala Financial
California
$7.55K – – –
BGAI
517
Bruce G. Allen Investments
Colorado
$7.4K -$208 -4 -3%
TCOV
518
Trust Company of Vermont
Vermont
$6.62K -$469 -9 -7%
SCB
519
Saudi Central Bank
Saudi Arabia
$6.41K +$6.41K +123 New
CTA
520
Colonial Trust Advisors
South Carolina
$5.21K – – –
LFG
521
Larson Financial Group
Missouri
$5.21K +$4.84K +93 +1,329%
GFPC
522
Global Financial Private Client
Florida
$5K +$2.4K +46 +92%
IWP
523
IAG Wealth Partners
Wisconsin
$4.88K -$2.59K -50 -35%
JGIA
524
Jackson Grant Investment Advisers
Connecticut
$4.69K – – –
BIA
525
Bell Investment Advisors
California
$4.58K – – –
19 20
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