EQH icon

Equitable Holdings

549 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, 173 increasing their positions, 225 reducing their positions, and 80 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: $ → $

18% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 80

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 225

Holders
549
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
UFF
601
USA Financial Formulas
Michigan
GLF
602
Groupe la Francaise
France
WSFS
603
Wilmington Savings Fund Society
Delaware
ME
604
McIlrath & Eck
Washington
GIM
605
Glenmede Investment Management
Pennsylvania
GWM
606
Geneos Wealth Management
Colorado
HT
607
Headlands Technologies
Illinois
WA
608
Whipplewood Advisors
Colorado
NC
609
NewSquare Capital
Pennsylvania
KGP
610
Keystone Global Partners
Colorado
TPWA
611
Twin Peaks Wealth Advisors
California
BC
612
Bayforest Capital
United Kingdom
GC
613
GFG Capital
Florida
NA
614
NewEdge Advisors
Louisiana
MYIA
615
Mount Yale Investment Advisors
Colorado
M
616
MOTCO
Texas
WCM
617
Westend Capital Management
California
Kayne Anderson Rudnick Investment Management
618
Kayne Anderson Rudnick Investment Management
California
BHWM
619
Beaird Harris Wealth Management
Texas
NWM
620
Nova Wealth Management
Florida
AAS
621
Ameritas Advisory Services
Nebraska
SC
622
Stephens Consulting
Michigan
TCA
623
Trifecta Capital Advisors
Illinois
WCM
624
WealthTrak Capital Management
Virginia
AT
625
Arlington Trust
Alabama