We are live on ! Find out more
EQH icon

Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KGP
501
Keystone Global Partners
Colorado
$15.8K +$14.5K +281 New
TPWA
502
Twin Peaks Wealth Advisors
California
$14.9K +$13.9K +271 New
JWA
503
JFS Wealth Advisors
Pennsylvania
$14.6K
VWWMG
504
Vermillion & White Wealth Management Group
Pennsylvania
$14.2K +$12.1K +236 +1,311%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$13.6K +$2.06K +40 +20%
HIA
506
Harbor Investment Advisory
Maryland
$13.2K
WT
507
Whittier Trust
California
$12.9K -$10.7K -209 -48%
CT
508
Clearstead Trust
Maine
$12.2K
BGAI
509
Bruce G. Allen Investments
Colorado
$12.1K +$3.81K +74 +52%
BC
510
Bayforest Capital
United Kingdom
$11.6K -$320K -6,224 -97%
FFO
511
Fortitude Family Office
Arizona
$11.2K +$2.31K +45 +29%
W
512
WealthCollab
Washington
$9.99K
HNB
513
Huntington National Bank
Ohio
$9.03K
HNW
514
High Note Wealth
Minnesota
$8.41K
GC
515
GFG Capital
Florida
$7.52K +$6.89K +134 New
CIBC Private Wealth Group
516
CIBC Private Wealth Group
Georgia
$7.41K +$3.14K +61 +86%
TCOV
517
Trust Company of Vermont
Vermont
$7.13K
CIA
518
Cape Investment Advisory
Georgia
$6.84K +$2.16K +42 +53%
AA
519
Ancora Advisors
Ohio
$6.56K +$6.02K +117 New
NA
520
NewEdge Advisors
Louisiana
$6.56K +$6.02K +117 New
DWM
521
Dogwood Wealth Management
Kansas
$6.41K +$6.02K +117 New
CTA
522
Colonial Trust Advisors
South Carolina
$5.61K
IWM
523
IMG Wealth Management
Florida
$5.55K +$5.09K +99 New
IWP
524
IAG Wealth Partners
Wisconsin
$5.25K
JGIA
525
Jackson Grant Investment Advisers
Connecticut
$5.05K

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.