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Equitable Holdings

562 hedge funds and large institutions have $13.9B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 228 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $4.4M

3% less funds holding

Funds holding: 582562 (-20)

5.99% less ownership

Funds ownership: 97.23%91.25% (-6%)

16% less capital invested

Capital invested by funds: $16.6B → $13.9B (-$2.69B)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

20% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
562
Holders Change
-20
Holders Change %
-3.44%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
65
Increased
182
Reduced
228
Closed
79
Calls
$7.96M
Puts
$4.4M
Net Calls
+$3.56M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
526
SJS Investment Consulting
Ohio
$2.54K
CIA
527
Cape Investment Advisory
Georgia
$2.23K -$4.13K -78 -64%
CH
528
Cromwell Holdings
Wyoming
$2.23K
RF
529
Rossby Financial
Florida
$2.22K +$2.38K +45 New
HFS
530
Hughes Financial Services
Virginia
$2.05K
AF
531
Advisornet Financial
Minnesota
$2.03K
CCM
532
Cloud Capital Management
Washington
$2K +$3.02K +57 New
SA
533
Scarborough Advisors
Maryland
$1.73K
QWM
534
Quaker Wealth Management
New Jersey
$1.73K +$1.75K +33 +3,300%
RWM
535
Rialto Wealth Management
New York
$1.52K +$318 +6 +25%
BFS
536
Bare Financial Services
Pennsylvania
$1.52K
PWA
537
Principia Wealth Advisory
Texas
$1.47K +$265 +5 +21%
AWM
538
Activest Wealth Management
Florida
$1.42K
BHWM
539
Bay Harbor Wealth Management
Maryland
$1.37K +$265 +5 +23%
CTB
540
Country Trust Bank
Illinois
$1.22K +$1.27K +24 New
FNWA
541
Financial Network Wealth Advisors
Utah
$1.17K
PPC
542
Park Place Capital
Alabama
$1.07K
AW
543
Avion Wealth
Texas
$1K -$477 -9 -20%
GEA
544
Glen Eagle Advisors
New Jersey
$998
HIA
545
HFM Investment Advisors
New Jersey
$965 -$159 -3 -14%
VWWMG
546
Vermillion & White Wealth Management Group
Pennsylvania
$914 -$12.5K -236 -93%
HWP
547
Highline Wealth Partners
California
$914
TIM
548
Tortoise Investment Management
New York
$863 -$53 -1 -6%
RS
549
Rakuten Securities
Japan
$762 -$53 -1 -6%
GA
550
Guerra Advisors
Florida
$762 +$795 +15 New