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Equitable Holdings
EQH

562 hedge funds and large institutions have $13.9B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 228 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $4.4M

3% less funds holding

Funds holding: 582 → 562 (-20)

5.99% less ownership

Funds ownership: 97.23% → 91.25% (-6%)

16% less capital invested

Capital invested by funds: $16.6B → $13.9B (-$2.69B)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

20% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
562
Holders Change
-20
Holders Change %
-3.44%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
65
Increased
182
Reduced
228
Closed
79
Calls
$7.96M
Puts
$4.4M
Net Calls
+$3.56M
Net Calls Change
-$17M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$193M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$106M
3
LCOV
London Company of Virginia
Virginia
+$63.9M
4
Millennium Management
Millennium Management
New York
+$61.4M
5
CAM
Close Asset Management
United Kingdom
+$47M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$137M
2
Invesco
Invesco
Georgia
-$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$90.2M
4
Man Group
Man Group
United Kingdom
-$79.7M
5
Amundi
Amundi
France
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
501
Huntington National Bank
Ohio
$8.18K – – –
Optiver Holding
502
Optiver Holding
Netherlands
$8.02K -$33.4K -631 -80%
MAM
503
Meeder Asset Management
Ohio
$7.67K -$15.2K -287 -66%
HNW
504
High Note Wealth
Minnesota
$7.62K – – –
BGAI
505
Bruce G. Allen Investments
Colorado
$7.06K -$4.08K -77 -36%
DWM
506
Dogwood Wealth Management
Kansas
$6.55K +$636 +12 +10%
TCOV
507
Trust Company of Vermont
Vermont
$6.45K – – –
AA
508
Ancora Advisors
Ohio
$5.94K – – –
CTA
509
Colonial Trust Advisors
South Carolina
$5.08K – – –
IWM
510
IMG Wealth Management
Florida
$5.03K – – –
IWP
511
IAG Wealth Partners
Wisconsin
$4.75K – – –
JGIA
512
Jackson Grant Investment Advisers
Connecticut
$4.57K – – –
LFG
513
Larson Financial Group
Missouri
$4.57K +$1.48K +28 +45%
BIA
514
Bell Investment Advisors
California
$4.47K – – –
SC
515
SouthState Corp
Florida
$3.96K -$12.6K -238 -75%
WB
516
Webster Bank
Connecticut
$3.96K – – –
S
517
Sachetta
Massachusetts
$3.56K – – –
TPCW
518
TD Private Client Wealth
New York
$3.5K -$953 -18 -21%
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$3.25K -$53 -1 -2%
CAL
520
Capital Advisors Ltd
Ohio
$3K – – –
CMP
521
Coston McIsaac & Partners
Maine
$3K – – –
VWA
522
Valued Wealth Advisors
Utah
$2.89K – – –
SWM
523
Spire Wealth Management
Virginia
$2.84K +$106 +2 +4%
PWA
524
Physician Wealth Advisors
Utah
$2.64K – – –
HHGA
525
Halbert Hargrove Global Advisors
California
$2.64K +$2.75K +52 New
19 20
21
22 23

EQH Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2025, worth a combined $13.9B — down 16% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of EQH and 65 opened new positions — a net loss of 14 holders — while 228 trimmed existing stakes and 182 added.

The largest buyer was Capital International Investors, adding an estimated $193M. The largest seller was Acadian Asset Management, cutting an estimated $137M.

  • 562 institutional investors held Equitable Holdings (EQH) as of Q3 2025, down from 582 in Q2 2025.
  • Funds reported $13.9B of Equitable Holdings stock for Q3 2025, down 16% quarter-over-quarter.
  • 65 funds opened new Equitable Holdings positions in Q3 2025 and 79 closed out, a net change of -14 holders.
  • The largest Equitable Holdings buyer in Q3 2025 was Capital International Investors, an estimated $193M added.
  • The largest Equitable Holdings seller in Q3 2025 was Acadian Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2025.