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Equitable Holdings

555 hedge funds and large institutions have $13.8B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 228

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$4.4M
Net Calls
Net Calls Change

Top Sellers

1 -$132M
2 -$105M
3 -$86.4M
4
Man Group
Man Group
United Kingdom
-$76.4M
5
Amundi
Amundi
France
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
601
Panagora Asset Management
Massachusetts
Grantham, Mayo, Van Otterloo & Co (GMO)
602
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
VSQM
603
V-Square Quantitative Management
Illinois
PTC
604
Petrus Trust Company
Texas
BWP
605
BSW Wealth Partners
Colorado
WI
606
WBI Investments
New Jersey
UFF
607
USA Financial Formulas
Michigan
GLF
608
Groupe la Francaise
France
WSFS
609
Wilmington Savings Fund Society
Delaware
ME
610
McIlrath & Eck
Washington
GIM
611
Glenmede Investment Management
Pennsylvania
GWM
612
Geneos Wealth Management
Colorado
HT
613
Headlands Technologies
Illinois
WA
614
Whipplewood Advisors
Colorado
NC
615
NewSquare Capital
Pennsylvania
KGP
616
Keystone Global Partners
Colorado
TPWA
617
Twin Peaks Wealth Advisors
California
BC
618
Bayforest Capital
United Kingdom
GC
619
GFG Capital
Florida
NA
620
NewEdge Advisors
Louisiana
MYIA
621
Mount Yale Investment Advisors
Colorado
M
622
MOTCO
Texas
WCM
623
Westend Capital Management
California
Kayne Anderson Rudnick Investment Management
624
Kayne Anderson Rudnick Investment Management
California
BHWM
625
Beaird Harris Wealth Management
Texas