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Equitable Holdings

580 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$609M)

Holders
580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.3M
Puts
$53.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
526
Webster Bank
Connecticut
$4.38K
MYIA
527
Mount Yale Investment Advisors
Colorado
$4.15K
CAL
528
Capital Advisors Ltd
Ohio
$4K
S
529
Sachetta
Massachusetts
$3.93K
M
530
MOTCO
Texas
$3.75K
WCM
531
Westend Capital Management
California
$3.59K
DPW
532
DiNuzzo Private Wealth
Pennsylvania
$3.48K
AF
533
Allworth Financial
California
$3.48K
LFG
534
Larson Financial Group
Missouri
$3.48K
VWA
535
Valued Wealth Advisors
Utah
$3.17K
SWM
536
Spire Wealth Management
Virginia
$3.03K
CMP
537
Coston McIsaac & Partners
Maine
$3K
PWA
538
Physician Wealth Advisors
Utah
$2.92K
SIC
539
SJS Investment Consulting
Ohio
$2.81K
CH
540
Cromwell Holdings
Wyoming
$2.47K
HFS
541
Hughes Financial Services
Virginia
$2.35K
AF
542
Advisornet Financial
Minnesota
$2.24K
Kayne Anderson Rudnick Investment Management
543
Kayne Anderson Rudnick Investment Management
California
$2.19K
BHWM
544
Beaird Harris Wealth Management
Texas
$2.08K
AW
545
Avion Wealth
Texas
$2K
SA
546
Scarborough Advisors
Maryland
$1.91K
BFS
547
Bare Financial Services
Pennsylvania
$1.68K
AWM
548
Activest Wealth Management
Florida
$1.57K
RWM
549
Rialto Wealth Management
New York
$1.35K
PWA
550
Principia Wealth Advisory
Texas
$1.35K