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Equitable Holdings

560 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 229 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

21% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 229

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$4.4M
Net Calls
Net Calls Change

Top Sellers

1 -$137M
2 -$109M
3 -$90.2M
4
Man Group
Man Group
United Kingdom
-$79.7M
5
Amundi
Amundi
France
-$70.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
526
Cromwell Holdings
Wyoming
$2.23K
RF
527
Rossby Financial
Florida
$2.22K
HFS
528
Hughes Financial Services
Virginia
$2.05K
AF
529
Advisornet Financial
Minnesota
$2.03K
CCM
530
Cloud Capital Management
Washington
$2K
SA
531
Scarborough Advisors
Maryland
$1.73K
QWM
532
Quaker Wealth Management
New Jersey
$1.73K
RWM
533
Rialto Wealth Management
New York
$1.52K
BFS
534
Bare Financial Services
Pennsylvania
$1.52K
PWA
535
Principia Wealth Advisory
Texas
$1.47K
AWM
536
Activest Wealth Management
Florida
$1.42K
BHWM
537
Bay Harbor Wealth Management
Maryland
$1.37K
CTB
538
Country Trust Bank
Illinois
$1.22K
FNWA
539
Financial Network Wealth Advisors
Utah
$1.17K
PPC
540
Park Place Capital
Alabama
$1.07K
AW
541
Avion Wealth
Texas
$1K
GEA
542
Glen Eagle Advisors
New Jersey
$998
HIA
543
HFM Investment Advisors
New Jersey
$965
VWWMG
544
Vermillion & White Wealth Management Group
Pennsylvania
$914
HWP
545
Highline Wealth Partners
California
$914
TIM
546
Tortoise Investment Management
New York
$863
RS
547
Rakuten Securities
Japan
$762
GA
548
Guerra Advisors
Florida
$762
ACA
549
American Capital Advisory
Idaho
$661
DF
550
DecisionPoint Financial
Arizona
$641