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Equitable Holdings
EQH

Overview Fund Activity

576 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$177M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$109M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$103M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$86.8M
5
Boston Partners
Boston Partners
Massachusetts
+$83.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$165M
3
Pzena Investment Management
Pzena Investment Management
New York
-$93.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.7M
5
SC
Samlyn Capital
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
501
Whittier Trust
California
$12.9K -$11.7K -209 -48%
CT
502
Clearstead Trust
Maine
$12.2K – – –
BGAI
503
Bruce G. Allen Investments
Colorado
$12.1K +$4.15K +74 +52%
BC
504
Bayforest Capital
United Kingdom
$11.6K -$349K -6,224 -97%
FFO
505
Fortitude Family Office
Arizona
$11.2K +$2.53K +45 +29%
W
506
WealthCollab
Washington
$9.99K – – –
HNB
507
Huntington National Bank
Ohio
$9.03K – – –
HNW
508
High Note Wealth
Minnesota
$8.42K – – –
GC
509
GFG Capital
Florida
$7.52K +$7.52K +134 New
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$7.41K +$3.42K +61 +86%
TCOV
511
Trust Company of Vermont
Vermont
$7.13K – – –
CIA
512
Cape Investment Advisory
Georgia
$6.84K +$2.36K +42 +53%
AA
513
Ancora Advisors
Ohio
$6.56K +$6.56K +117 New
NA
514
NewEdge Advisors
Louisiana
$6.56K +$6.56K +117 New
DWM
515
Dogwood Wealth Management
Kansas
$6.41K +$6.41K +117 New
CTA
516
Colonial Trust Advisors
South Carolina
$5.61K – – –
IWM
517
IMG Wealth Management
Florida
$5.55K +$5.55K +99 New
IWP
518
IAG Wealth Partners
Wisconsin
$5.25K – – –
JGIA
519
Jackson Grant Investment Advisers
Connecticut
$5.05K – – –
BIA
520
Bell Investment Advisors
California
$4.94K – – –
TPCW
521
TD Private Client Wealth
New York
$4.88K +$4.88K +87 New
WB
522
Webster Bank
Connecticut
$4.38K +$4.38K +78 New
MYIA
523
Mount Yale Investment Advisors
Colorado
$4.15K +$4.15K +74 New
CAL
524
Capital Advisors Ltd
Ohio
$4K – – –
S
525
Sachetta
Massachusetts
$3.93K – – –
19 20
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