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Equitable Holdings
EQH

Overview Fund Activity

576 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.73%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$413M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$720M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$122M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$416M
5
Boston Partners
Boston Partners
Massachusetts
$200M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$940M
3
Pzena Investment Management
Pzena Investment Management
New York
$238M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$988M
5
SC
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M
526
MOTCO
Texas
$3.75K +$3.75K +73 New
WCM
527
Westend Capital Management
California
$3.59K – – –
DPW
528
DiNuzzo Private Wealth
Pennsylvania
$3.48K -$56 -1 -2%
AF
529
Allworth Financial
California
$3.48K – – –
LFG
530
Larson Financial Group
Missouri
$3.48K -$2.13K -38 -38%
VWA
531
Valued Wealth Advisors
Utah
$3.17K +$56 +1 +2%
SWM
532
Spire Wealth Management
Virginia
$3.03K – – –
CMP
533
Coston McIsaac & Partners
Maine
$3K – – –
PWA
534
Physician Wealth Advisors
Utah
$2.92K +$2.92K +52 New
SIC
535
SJS Investment Consulting
Ohio
$2.81K -$1.96K -35 -41%
CH
536
Cromwell Holdings
Wyoming
$2.47K +$1.57K +28 +175%
HFS
537
Hughes Financial Services
Virginia
$2.35K +$1.18K +23 +100%
AF
538
Advisornet Financial
Minnesota
$2.24K -$112 -2 -5%
Kayne Anderson Rudnick Investment Management
539
Kayne Anderson Rudnick Investment Management
California
$2.19K +$2.19K +39 New
BHWM
540
Beaird Harris Wealth Management
Texas
$2.08K – – –
AW
541
Avion Wealth
Texas
$2K +$696 +16 +53%
SA
542
Scarborough Advisors
Maryland
$1.91K +$1.91K +34 New
BFS
543
Bare Financial Services
Pennsylvania
$1.68K +$729 +13 +76%
AWM
544
Activest Wealth Management
Florida
$1.57K +$1.57K +28 New
RWM
545
Rialto Wealth Management
New York
$1.35K -$786 -14 -37%
PWA
546
Principia Wealth Advisory
Texas
$1.35K +$897 +16 +200%
FNWA
547
Financial Network Wealth Advisors
Utah
$1.29K +$1.29K +23 New
BHWM
548
Bay Harbor Wealth Management
Maryland
$1.23K +$561 +10 +83%
HIA
549
HFM Investment Advisors
New Jersey
$1.23K +$617 +11 +100%
NWM
550
Nova Wealth Management
Florida
$1.18K +$1.18K +21 New
20 21
22
23 24