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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
ACA
551
American Capital Advisory
Idaho
$661 -$212 -4 -24%
DF
552
DecisionPoint Financial
Arizona
$641
SA
553
Seneschal Advisors
Washington
$407 +$424 +8 New
FMP
554
Financial Management Professionals
Texas
$406
TFA
555
Transamerica Financial Advisors
Florida
$406 +$424 +8 New
SS
556
SBI Securities
Japan
$355 -$477 -9 -56%
PWAM
557
Private Wealth Asset Management
Iowa
$355
RJA
558
Ross\Johnson & Associates
Minnesota
$355
PWMG
559
Private Wealth Management Group
New Jersey
$153
TFM
560
TFC Financial Management
Massachusetts
$102
TPBG
561
Turning Point Benefit Group
Maryland
$49 +$53 +1 New
Norges Bank
562
Norges Bank
Norway
-$703M -12,532,256 Closed
WP
563
Woodline Partners
California
-$45.2M -806,464 Closed
Voloridge Investment Management
564
Voloridge Investment Management
Florida
-$28.6M -509,645 Closed
GC
565
Gillson Capital
Illinois
-$27.3M -486,260 Closed
Qube Research & Technologies (QRT)
566
Qube Research & Technologies (QRT)
United Kingdom
-$16.3M -291,126 Closed
HI
567
Horizon Investments
North Carolina
-$8.71M -156,081 Closed
PEAK6
568
PEAK6
Illinois
-$7.28M -137,452 Closed
CAU
569
Caxton Associates (UK)
-$5.41M -96,455 Closed
SFM
570
Soros Fund Management
New York
-$4.85M -86,500 Closed
VRS
571
Virginia Retirement Systems
Virginia
-$4.49M -80,000 Closed
JG
572
Jain Global
New York
-$4.15M -74,029 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
573
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.56M -63,500 Closed
KWM
574
Kingsview Wealth Management
Oregon
-$3.01M -53,700 Closed
ACM
575
Aquatic Capital Management
Illinois
-$2.83M -50,389 Closed