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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
RWM
551
Rialto Wealth Management
New York
$1.35K -$720 -14 -37%
PWA
552
Principia Wealth Advisory
Texas
$1.35K +$823 +16 +200%
FNWA
553
Financial Network Wealth Advisors
Utah
$1.29K +$1.18K +23 New
BHWM
554
Bay Harbor Wealth Management
Maryland
$1.23K +$514 +10 +83%
HIA
555
HFM Investment Advisors
New Jersey
$1.23K +$566 +11 +100%
NWM
556
Nova Wealth Management
Florida
$1.18K +$1.08K +21 New
PPC
557
Park Place Capital
Alabama
$1.17K +$1.08K +21 New
GEA
558
Glen Eagle Advisors
New Jersey
$1.1K
AAS
559
Ameritas Advisory Services
Nebraska
$1.07K +$977 +19 New
SC
560
Stephens Consulting
Michigan
$1.07K +$977 +19 New
HWP
561
Highline Wealth Partners
California
$1.01K
TIM
562
Tortoise Investment Management
New York
$1.01K +$926 +18 New
TCA
563
Trifecta Capital Advisors
Illinois
$1.01K +$926 +18 New
ACA
564
American Capital Advisory
Idaho
$954 +$874 +17 New
RS
565
Rakuten Securities
Japan
$898 -$2.62K -51 -76%
SS
566
SBI Securities
Japan
$898 -$51 -1 -6%
PWM
567
Parkworth Wealth Management
California
$898 +$309 +6 +60%
WCM
568
WealthTrak Capital Management
Virginia
$842 -$257 -5 -25%
GC
569
Garde Capital
Washington
$842
AT
570
Arlington Trust
Alabama
$842 +$771 +15 New
AAM
571
Advisors Asset Management
Colorado
$785 -$46.2K -898 -98%
DF
572
DecisionPoint Financial
Arizona
$727 +$669 +13 New
RAM
573
Riggs Asset Management
Pennsylvania
$674
FMP
574
Financial Management Professionals
Texas
$449 +$411 +8 New
OWP
575
ORG Wealth Partners
Texas
$447 +$411 +8 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.