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
AF
526
Advisornet Financial
Minnesota
$2.03K
CCM
527
Cloud Capital Management
Washington
$2K
QWM
528
Quaker Wealth Management
New Jersey
$1.73K
RWM
529
Rialto Wealth Management
New York
$1.52K
BFS
530
Bare Financial Services
Pennsylvania
$1.52K
AWM
531
Activest Wealth Management
Florida
$1.42K
BHWM
532
Bay Harbor Wealth Management
Maryland
$1.37K
CTB
533
Country Trust Bank
Illinois
$1.22K
FNWA
534
Financial Network Wealth Advisors
Utah
$1.17K
PPC
535
Park Place Capital
Alabama
$1.07K
AW
536
Avion Wealth
Texas
$1K
GEA
537
Glen Eagle Advisors
New Jersey
$998
HIA
538
HFM Investment Advisors
New Jersey
$965
VWWMG
539
Vermillion & White Wealth Management Group
Pennsylvania
$914
HWP
540
Highline Wealth Partners
California
$914
TIM
541
Tortoise Investment Management
New York
$863
RS
542
Rakuten Securities
Japan
$762
GA
543
Guerra Advisors
Florida
$762
ACA
544
American Capital Advisory
Idaho
$661
DF
545
DecisionPoint Financial
Arizona
$641
SA
546
Seneschal Advisors
Washington
$407
FMP
547
Financial Management Professionals
Texas
$406
TFA
548
Transamerica Financial Advisors
Florida
$406
SS
549
SBI Securities
Japan
$355
PWAM
550
Private Wealth Asset Management
Iowa
$355