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Equitable Holdings

560 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

21% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 229

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$4.4M
Net Calls
Net Calls Change

Top Sellers

1 -$137M
2 -$109M
3 -$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
MAM
501
Meeder Asset Management
Ohio
$7.67K
HNW
502
High Note Wealth
Minnesota
$7.62K
BGAI
503
Bruce G. Allen Investments
Colorado
$7.06K
DWM
504
Dogwood Wealth Management
Kansas
$6.55K
TCOV
505
Trust Company of Vermont
Vermont
$6.45K
AA
506
Ancora Advisors
Ohio
$5.94K
CTA
507
Colonial Trust Advisors
South Carolina
$5.08K
IWM
508
IMG Wealth Management
Florida
$5.03K
IWP
509
IAG Wealth Partners
Wisconsin
$4.75K
JGIA
510
Jackson Grant Investment Advisers
Connecticut
$4.57K
LFG
511
Larson Financial Group
Missouri
$4.57K
BIA
512
Bell Investment Advisors
California
$4.47K
SC
513
SouthState Corp
Florida
$3.96K
WB
514
Webster Bank
Connecticut
$3.96K
S
515
Sachetta
Massachusetts
$3.56K
TPCW
516
TD Private Client Wealth
New York
$3.5K
DPW
517
DiNuzzo Private Wealth
Pennsylvania
$3.25K
CAL
518
Capital Advisors Ltd
Ohio
$3K
CMP
519
Coston McIsaac & Partners
Maine
$3K
VWA
520
Valued Wealth Advisors
Utah
$2.89K
SWM
521
Spire Wealth Management
Virginia
$2.84K
PWA
522
Physician Wealth Advisors
Utah
$2.64K
HHGA
523
Halbert Hargrove Global Advisors
California
$2.64K
SIC
524
SJS Investment Consulting
Ohio
$2.54K
CIA
525
Cape Investment Advisory
Georgia
$2.23K