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Equitable Holdings

580 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$609M)

Holders
580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.3M
Puts
$53.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
501
JFS Wealth Advisors
Pennsylvania
$14.6K
VWWMG
502
Vermillion & White Wealth Management Group
Pennsylvania
$14.2K
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$13.6K
HIA
504
Harbor Investment Advisory
Maryland
$13.2K
WT
505
Whittier Trust
California
$12.9K
CT
506
Clearstead Trust
Maine
$12.2K
BGAI
507
Bruce G. Allen Investments
Colorado
$12.1K
BC
508
Bayforest Capital
United Kingdom
$11.6K
FFO
509
Fortitude Family Office
Arizona
$11.2K
W
510
WealthCollab
Washington
$9.99K
HNB
511
Huntington National Bank
Ohio
$9.03K
HNW
512
High Note Wealth
Minnesota
$8.41K
GC
513
GFG Capital
Florida
$7.52K
CIBC Private Wealth Group
514
CIBC Private Wealth Group
Georgia
$7.41K
TCOV
515
Trust Company of Vermont
Vermont
$7.13K
CIA
516
Cape Investment Advisory
Georgia
$6.84K
NA
517
NewEdge Advisors
Louisiana
$6.56K
AA
518
Ancora Advisors
Ohio
$6.56K
DWM
519
Dogwood Wealth Management
Kansas
$6.41K
CTA
520
Colonial Trust Advisors
South Carolina
$5.61K
IWM
521
IMG Wealth Management
Florida
$5.55K
IWP
522
IAG Wealth Partners
Wisconsin
$5.25K
JGIA
523
Jackson Grant Investment Advisers
Connecticut
$5.05K
BIA
524
Bell Investment Advisors
California
$4.94K
TPCW
525
TD Private Client Wealth
New York
$4.88K