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Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$171M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$160M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$110M
4
Boston Partners
Boston Partners
Massachusetts
$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$567M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$159M
2
TIM
Thornburg Investment Management
New Mexico
$2.53B
3
SC
Sessa Capital
New York
$0
4
Pzena Investment Management
Pzena Investment Management
New York
$307M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
551
Glen Eagle Advisors
New Jersey
$1.02K – – –
AW
552
Avion Wealth
Texas
$1K – – –
VWWMG
553
Vermillion & White Wealth Management Group
Pennsylvania
$938 – – –
HWP
554
Highline Wealth Partners
California
$938 +$938 +18 New
SS
555
SBI Securities
Japan
$886 -$313 -6 -26%
BFS
556
Bare Financial Services
Pennsylvania
$886 +$886 +17 New
HHGA
557
Halbert Hargrove Global Advisors
California
$834 +$834 +16 New
CH
558
Cromwell Holdings
Wyoming
$833 +$833 +16 New
GC
559
Garde Capital
Washington
$782 +$782 +15 New
CFO
560
CVA Family Office
Colorado
$729 +$729 +14 New
RAM
561
Riggs Asset Management
Pennsylvania
$626 – – –
BHWM
562
Bay Harbor Wealth Management
Maryland
$625 +$625 +12 New
CA
563
CoreCap Advisors
Michigan
$573 +$260 +5 +83%
HIA
564
HFM Investment Advisors
New Jersey
$573 +$573 +11 New
PWM
565
Parkworth Wealth Management
California
$521 – – –
BWL
566
Bogart Wealth LLC
Virginia
$521 +$521 +10 New
PWA
567
Principia Wealth Advisory
Texas
$397 +$99 +2 +33%
RJA
568
Ross\Johnson & Associates
Minnesota
$364 +$364 +7 New
CFD
569
Creative Financial Designs
Indiana
$260 +$260 +5 New
PWMG
570
Private Wealth Management Group
New Jersey
$157 – – –
TFM
571
TFC Financial Management
Massachusetts
$105 – – –
Norges Bank
572
Norges Bank
Norway
– -$668M -14,166,852 Closed
SC
573
Sessa Capital
New York
– -$121M -2,554,723 Closed
WP
574
Woodline Partners
California
– -$63.6M -1,348,880 Closed
Arrowstreet Capital
575
Arrowstreet Capital
Massachusetts
– -$42.5M -900,918 Closed
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