EQH icon

Equitable Holdings

555 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 228 reducing their positions, and 81 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: $ → $

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 228

Holders
555
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 -$132M
2 -$105M
3 -$86.4M
4
Man Group
Man Group
United Kingdom
-$76.4M
5
Amundi
Amundi
France
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
Dogwood Wealth Management
Kansas
$6.55K
TCOV
502
Trust Company of Vermont
Vermont
$6.45K
AA
503
Ancora Advisors
Ohio
$5.94K
CTA
504
Colonial Trust Advisors
South Carolina
$5.08K
IWM
505
IMG Wealth Management
Florida
$5.03K
IWP
506
IAG Wealth Partners
Wisconsin
$4.75K
JGIA
507
Jackson Grant Investment Advisers
Connecticut
$4.57K
LFG
508
Larson Financial Group
Missouri
$4.57K
BIA
509
Bell Investment Advisors
California
$4.47K
SC
510
SouthState Corp
Florida
$3.96K
WB
511
Webster Bank
Connecticut
$3.96K
S
512
Sachetta
Massachusetts
$3.56K
TPCW
513
TD Private Client Wealth
New York
$3.5K
DPW
514
DiNuzzo Private Wealth
Pennsylvania
$3.25K
CAL
515
Capital Advisors Ltd
Ohio
$3K
CMP
516
Coston McIsaac & Partners
Maine
$3K
VWA
517
Valued Wealth Advisors
Utah
$2.89K
SWM
518
Spire Wealth Management
Virginia
$2.84K
PWA
519
Physician Wealth Advisors
Utah
$2.64K
HHGA
520
Halbert Hargrove Global Advisors
California
$2.64K
SIC
521
SJS Investment Consulting
Ohio
$2.54K
CIA
522
Cape Investment Advisory
Georgia
$2.23K
CH
523
Cromwell Holdings
Wyoming
$2.23K
RF
524
Rossby Financial
Florida
$2.22K
HFS
525
Hughes Financial Services
Virginia
$2.05K