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Equitable Holdings

535 hedge funds and large institutions have $9.73B invested in Equitable Holdings in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 185 increasing their positions, 205 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

27% less capital invested

Capital invested by funds: $13.4B → $9.73B (-$3.63B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

62% less call options, than puts

Call options by funds: $3.19M | Put options by funds: $8.46M

Holders
535
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.19M
Puts
$8.46M
Net Calls
Net Calls Change

Top Buyers

1 +$124M
2 +$106M
3 +$89.2M
4
Marshall Wace
Marshall Wace
United Kingdom
+$86.6M
5
Jane Street
Jane Street
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
501
Avion Wealth
Texas
$1K
CTB
502
Country Trust Bank
Illinois
$891
ACA
503
American Capital Advisory
Idaho
$817
TWM
504
TopTier Wealth Management
Wisconsin
$816
RWM
505
Rialto Wealth Management
New York
$780
AWM
506
Activest Wealth Management
Florida
$779
TPCW
507
TD Private Client Wealth
New York
$779
SC
508
SouthState Corp
Florida
$743
PPC
509
Park Place Capital
Alabama
$742
CA
510
CoreCap Advisors
Michigan
$705
HWP
511
Highline Wealth Partners
California
$668
FHC
512
First Horizon Corporation
Tennessee
$668
Walleye Trading
513
Walleye Trading
New York
$631
RS
514
Rakuten Securities
Japan
$557
IWS
515
Intentional Wealth Strategies
Colorado
$557
DF
516
DecisionPoint Financial
Arizona
$483
CTC
517
Central Trust Company
Missouri
$483
NSIM
518
North Star Investment Management
Illinois
$445
AT
519
Arlington Trust
Alabama
$408
TFA
520
Transamerica Financial Advisors
Florida
$333
SA
521
Seneschal Advisors
Washington
$297
AUB
522
Atlantic Union Bankshares
Virginia
$297
RJA
523
Ross\Johnson & Associates
Minnesota
$260
1CP
524
1015 Capital Partners
Pennsylvania
$223
HFS
525
Hughes Financial Services
Virginia
$223