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Equitable Holdings

549 hedge funds and large institutions have $13.4B invested in Equitable Holdings in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 158 increasing their positions, 253 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

4% less capital invested

Capital invested by funds: $13.8B → $13.4B (-$489M)

2% less funds holding

Funds holding: 561549 (-12)

38% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 253

Holders
549
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
$2.8M
Puts
$43K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
501
Valued Wealth Advisors
Utah
$2.77K
SL
502
Salomon & Ludwin
Virginia
$2.76K
NSIM
503
North Star Investment Management
Illinois
$2.62K
SWM
504
Spire Wealth Management
Virginia
$2.57K
AF
505
Advisornet Financial
Minnesota
$2.52K
VWWMG
506
Vermillion & White Wealth Management Group
Pennsylvania
$2.52K
FCAS
507
First Command Advisory Services
Texas
$2.43K
BFS
508
Bare Financial Services
Pennsylvania
$2.38K
SC
509
SouthState Corp
Florida
$2.29K
TAM
510
Tucker Asset Management
Colorado
$2.19K
SFS
511
Sunrise Financial Services
Washington
$2.14K
PWA
512
Principia Wealth Advisory
Texas
$2.05K
CIA
513
Cape Investment Advisory
Georgia
$2K
BHWM
514
Bay Harbor Wealth Management
Maryland
$1.91K
SA
515
Scarborough Advisors
Maryland
$1.62K
QWM
516
Quaker Wealth Management
New Jersey
$1.57K
WETS
517
Wealth Enhancement Trust Services
South Dakota
$1.43K
CH
518
Cromwell Holdings
Wyoming
$1.33K
CTB
519
Country Trust Bank
Illinois
$1.14K
FNWA
520
Financial Network Wealth Advisors
Utah
$1.1K
RCM
521
Richardson Capital Management
Wisconsin
$1.05K
PWA
522
Physician Wealth Advisors
Utah
$1K
AW
523
Avion Wealth
Texas
$1K
TPCW
524
TD Private Client Wealth
New York
$953
CA
525
CoreCap Advisors
Michigan
$905