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Equitable Holdings
EQH

Overview Fund Activity

576 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.73%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$413M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$720M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$122M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$416M
5
Boston Partners
Boston Partners
Massachusetts
$200M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$940M
3
Pzena Investment Management
Pzena Investment Management
New York
$238M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$988M
5
SC
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
551
Park Place Capital
Alabama
$1.17K +$1.17K +21 New
GEA
552
Glen Eagle Advisors
New Jersey
$1.1K – – –
AAS
553
Ameritas Advisory Services
Nebraska
$1.07K +$1.07K +19 New
SC
554
Stephens Consulting
Michigan
$1.07K +$1.07K +19 New
HWP
555
Highline Wealth Partners
California
$1.01K – – –
TIM
556
Tortoise Investment Management
New York
$1.01K +$1.01K +18 New
TCA
557
Trifecta Capital Advisors
Illinois
$1.01K +$1.01K +18 New
ACA
558
American Capital Advisory
Idaho
$954 +$954 +17 New
RS
559
Rakuten Securities
Japan
$898 -$2.86K -51 -76%
SS
560
SBI Securities
Japan
$898 -$56 -1 -6%
PWM
561
Parkworth Wealth Management
California
$898 +$337 +6 +60%
WCM
562
WealthTrak Capital Management
Virginia
$842 -$281 -5 -25%
GC
563
Garde Capital
Washington
$842 – – –
AT
564
Arlington Trust
Alabama
$842 +$842 +15 New
AAM
565
Advisors Asset Management
Colorado
$785 -$50.4K -898 -98%
DF
566
DecisionPoint Financial
Arizona
$727 +$727 +13 New
RAM
567
Riggs Asset Management
Pennsylvania
$674 – – –
FMP
568
Financial Management Professionals
Texas
$449 +$449 +8 New
OWP
569
ORG Wealth Partners
Texas
$447 +$447 +8 New
PWAM
570
Private Wealth Asset Management
Iowa
$393 -$1.29K -23 -77%
RJA
571
Ross\Johnson & Associates
Minnesota
$393 – – –
TIM
572
Total Investment Management
Arizona
$393 +$393 +7 New
PWMG
573
Private Wealth Management Group
New Jersey
$169 – – –
TFM
574
TFC Financial Management
Massachusetts
$113 – – –
QWM
575
Quaker Wealth Management
New Jersey
$57 +$57 +1 New
21 22
23
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