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Equitable Holdings

580 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$609M)

Holders
580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.3M
Puts
$53.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
551
Financial Network Wealth Advisors
Utah
$1.29K
BHWM
552
Bay Harbor Wealth Management
Maryland
$1.23K
HIA
553
HFM Investment Advisors
New Jersey
$1.23K
NWM
554
Nova Wealth Management
Florida
$1.18K
PPC
555
Park Place Capital
Alabama
$1.17K
GEA
556
Glen Eagle Advisors
New Jersey
$1.1K
AAS
557
Ameritas Advisory Services
Nebraska
$1.07K
SC
558
Stephens Consulting
Michigan
$1.07K
HWP
559
Highline Wealth Partners
California
$1.01K
TIM
560
Tortoise Investment Management
New York
$1.01K
TCA
561
Trifecta Capital Advisors
Illinois
$1.01K
ACA
562
American Capital Advisory
Idaho
$954
RS
563
Rakuten Securities
Japan
$898
SS
564
SBI Securities
Japan
$898
PWM
565
Parkworth Wealth Management
California
$898
WCM
566
WealthTrak Capital Management
Virginia
$842
GC
567
Garde Capital
Washington
$842
AT
568
Arlington Trust
Alabama
$842
AAM
569
Advisors Asset Management
Colorado
$785
DF
570
DecisionPoint Financial
Arizona
$727
RAM
571
Riggs Asset Management
Pennsylvania
$674
FMP
572
Financial Management Professionals
Texas
$449
OWP
573
ORG Wealth Partners
Texas
$447
PWAM
574
Private Wealth Asset Management
Iowa
$393
RJA
575
Ross\Johnson & Associates
Minnesota
$393