We are live on ! Find out more
EQH icon

Equitable Holdings
EQH

575 hedge funds and large institutions have $17.8B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 216 increasing their positions, 193 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 51

25% more capital invested

Capital invested by funds: $14.2B → $17.8B (+$3.61B)

19% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $5.32M

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

12% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 193

8% more funds holding

Funds holding: 532 → 575 (+43)

1.18% more ownership

Funds ownership: 96.27% → 97.46% (+1.2%)

Holders
575
Holders Change
+43
Holders Change %
+8.08%
% of All Funds
7.71%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
98
Increased
216
Reduced
193
Closed
51
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$132M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$120M
3
Boston Partners
Boston Partners
Massachusetts
+$109M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$250M
2
SC
Sessa Capital
New York
-$121M
3
Pzena Investment Management
Pzena Investment Management
New York
-$120M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$93.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$82.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
526
Global Financial Private Client
Florida
$5K +$2.41K +46 +92%
IWP
527
IAG Wealth Partners
Wisconsin
$4.88K -$2.62K -50 -35%
JGIA
528
Jackson Grant Investment Advisers
Connecticut
$4.69K – – –
BIA
529
Bell Investment Advisors
California
$4.58K – – –
WTA
530
Washington Trust Advisors
Massachusetts
$4.52K +$4.55K +87 New
SIC
531
SJS Investment Consulting
Ohio
$4.43K – – –
TWD
532
True Wealth Design
Ohio
$4.22K +$3.51K +67 +479%
CIA
533
Cape Investment Advisory
Georgia
$4.17K – – –
OAJ
534
Ogorek Anthony Joseph
New York
$4K +$4.24K +81 New
S
535
Sachetta
Massachusetts
$3.65K – – –
SIC
536
Salem Investment Counselors
North Carolina
$3.49K +$3.51K +67 New
RS
537
Rakuten Securities
Japan
$3.49K +$3.51K +67 New
WCM
538
Westend Capital Management
California
$3.33K – – –
DPW
539
DiNuzzo Private Wealth
Pennsylvania
$3.28K -$52 -1 -2%
CIBC Private Wealth Group
540
CIBC Private Wealth Group
Georgia
$3.12K +$3.72K +71 New
AF
541
Allworth Financial
California
$3.1K +$366 +7 +13%
CAL
542
Capital Advisors Ltd
Ohio
$3K – – –
CMP
543
Coston McIsaac & Partners
Maine
$3K – – –
VWA
544
Valued Wealth Advisors
Utah
$2.93K – – –
BF
545
BOK Financial
Oklahoma
$2.87K – – –
SWM
546
Spire Wealth Management
Virginia
$2.81K +$2.83K +54 New
FHA
547
First Horizon Advisors
Tennessee
$2.4K – – –
AF
548
Advisornet Financial
Minnesota
$2.19K – – –
RWM
549
Rialto Wealth Management
New York
$1.98K +$1.99K +38 New
BHWM
550
Beaird Harris Wealth Management
Texas
$1.93K – – –
20 21
22
23 24

EQH Hedge Fund Activity: Q1 2025 in Review

575 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2025, worth a combined $17.8B — up 25% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EQH positions and 51 closed out — a net gain of 47 holders — while 216 added to existing stakes and 193 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $132M. The largest seller was First Trust Advisors, cutting an estimated $250M.

  • 575 institutional investors held Equitable Holdings (EQH) as of Q1 2025, up from 532 in Q4 2024.
  • Funds reported $17.8B of Equitable Holdings stock for Q1 2025, up 25% quarter-over-quarter.
  • 98 funds opened new Equitable Holdings positions in Q1 2025 and 51 closed out, a net change of +47 holders.
  • The largest Equitable Holdings buyer in Q1 2025 was Viking Global Investors, an estimated $132M added.
  • The largest Equitable Holdings seller in Q1 2025 was First Trust Advisors, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2025.