EQH icon

Equitable Holdings

549 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, 173 increasing their positions, 225 reducing their positions, and 80 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: 66 | Existing positions closed: 80

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 225

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
$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
BHWM
526
Bay Harbor Wealth Management
Maryland
$1.37K
CTB
527
Country Trust Bank
Illinois
$1.22K
FNWA
528
Financial Network Wealth Advisors
Utah
$1.17K
PPC
529
Park Place Capital
Alabama
$1.07K
AW
530
Avion Wealth
Texas
$1K
GEA
531
Glen Eagle Advisors
New Jersey
$998
HIA
532
HFM Investment Advisors
New Jersey
$965
VWWMG
533
Vermillion & White Wealth Management Group
Pennsylvania
$914
HWP
534
Highline Wealth Partners
California
$914
TIM
535
Tortoise Investment Management
New York
$863
RS
536
Rakuten Securities
Japan
$762
GA
537
Guerra Advisors
Florida
$762
ACA
538
American Capital Advisory
Idaho
$661
DF
539
DecisionPoint Financial
Arizona
$641
SA
540
Seneschal Advisors
Washington
$407
FMP
541
Financial Management Professionals
Texas
$406
TFA
542
Transamerica Financial Advisors
Florida
$406
SS
543
SBI Securities
Japan
$355
PWAM
544
Private Wealth Asset Management
Iowa
$355
RJA
545
Ross\Johnson & Associates
Minnesota
$355
PWMG
546
Private Wealth Management Group
New Jersey
$153
TFM
547
TFC Financial Management
Massachusetts
$102
TPBG
548
Turning Point Benefit Group
Maryland
$49
Norges Bank
549
Norges Bank
Norway
WP
550
Woodline Partners
California