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Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$108M
4
Boston Partners
Boston Partners
Massachusetts
+$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$107M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$249M
2
TIM
Thornburg Investment Management
New Mexico
-$215M
3
SC
Sessa Capital
New York
-$121M
4
Pzena Investment Management
Pzena Investment Management
New York
-$119M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
526
Washington Trust Advisors
Massachusetts
$4.52K +$4.52K +87 New
SIC
527
SJS Investment Consulting
Ohio
$4.43K – – –
TWD
528
True Wealth Design
Ohio
$4.22K +$3.49K +67 +479%
CIA
529
Cape Investment Advisory
Georgia
$4.17K – – –
OAJ
530
Ogorek Anthony Joseph
New York
$4K +$4K +81 New
S
531
Sachetta
Massachusetts
$3.65K – – –
SIC
532
Salem Investment Counselors
North Carolina
$3.49K +$3.49K +67 New
RS
533
Rakuten Securities
Japan
$3.49K +$3.49K +67 New
WCM
534
Westend Capital Management
California
$3.33K – – –
DPW
535
DiNuzzo Private Wealth
Pennsylvania
$3.28K -$52 -1 -2%
CIBC Private Wealth Group
536
CIBC Private Wealth Group
Georgia
$3.12K +$3.12K +71 New
AF
537
Allworth Financial
California
$3.1K +$350 +7 +13%
CAL
538
Capital Advisors Ltd
Ohio
$3K – – –
CMP
539
Coston McIsaac & Partners
Maine
$3K – – –
VWA
540
Valued Wealth Advisors
Utah
$2.93K – – –
BF
541
BOK Financial
Oklahoma
$2.87K – – –
SWM
542
Spire Wealth Management
Virginia
$2.81K +$2.81K +54 New
FHA
543
First Horizon Advisors
Tennessee
$2.4K – – –
AF
544
Advisornet Financial
Minnesota
$2.19K – – –
RWM
545
Rialto Wealth Management
New York
$1.98K +$1.98K +38 New
BHWM
546
Beaird Harris Wealth Management
Texas
$1.93K – – –
PWAM
547
Private Wealth Asset Management
Iowa
$1.56K +$1.56K +30 New
HCP
548
Hexagon Capital Partners
Arkansas
$1.46K -$52 -1 -3%
HFS
549
Hughes Financial Services
Virginia
$1.2K +$1.2K +23 New
WCM
550
WealthTrak Capital Management
Virginia
$1.04K +$261 +5 +33%
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