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Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
526
Bell Investment Advisors
California
$4.94K
TPCW
527
TD Private Client Wealth
New York
$4.88K +$4.47K +87 New
WB
528
Webster Bank
Connecticut
$4.38K +$4.01K +78 New
MYIA
529
Mount Yale Investment Advisors
Colorado
$4.15K +$3.81K +74 New
CAL
530
Capital Advisors Ltd
Ohio
$4K
S
531
Sachetta
Massachusetts
$3.93K
M
532
MOTCO
Texas
$3.75K +$3.75K +73 New
WCM
533
Westend Capital Management
California
$3.59K
DPW
534
DiNuzzo Private Wealth
Pennsylvania
$3.48K -$51 -1 -2%
AF
535
Allworth Financial
California
$3.48K
LFG
536
Larson Financial Group
Missouri
$3.48K -$1.95K -38 -38%
VWA
537
Valued Wealth Advisors
Utah
$3.17K +$51 +1 +2%
SWM
538
Spire Wealth Management
Virginia
$3.03K
CMP
539
Coston McIsaac & Partners
Maine
$3K
PWA
540
Physician Wealth Advisors
Utah
$2.92K +$2.67K +52 New
SIC
541
SJS Investment Consulting
Ohio
$2.81K -$1.8K -35 -41%
CH
542
Cromwell Holdings
Wyoming
$2.47K +$1.44K +28 +175%
HFS
543
Hughes Financial Services
Virginia
$2.35K +$1.18K +23 +100%
AF
544
Advisornet Financial
Minnesota
$2.24K -$103 -2 -5%
Kayne Anderson Rudnick Investment Management
545
Kayne Anderson Rudnick Investment Management
California
$2.19K +$2.01K +39 New
BHWM
546
Beaird Harris Wealth Management
Texas
$2.08K
AW
547
Avion Wealth
Texas
$2K +$823 +16 +53%
SA
548
Scarborough Advisors
Maryland
$1.91K +$1.75K +34 New
BFS
549
Bare Financial Services
Pennsylvania
$1.68K +$669 +13 +76%
AWM
550
Activest Wealth Management
Florida
$1.57K +$1.44K +28 New

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.