EQH icon

Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$171M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$160M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$110M
4
Boston Partners
Boston Partners
Massachusetts
$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$567M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$159M
2
TIM
Thornburg Investment Management
New Mexico
$2.53B
3
SC
Sessa Capital
New York
$0
4
Pzena Investment Management
Pzena Investment Management
New York
$307M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
601
AXQ Capital
New Jersey
– -$361K -7,650 Closed
BFG
602
Bleakley Financial Group
New Jersey
– -$341K -7,236 Closed
RS
603
R Squared
Hong Kong
– -$308K -6,520 Closed
PCM
604
Polymer Capital Management
New York
– -$273K -5,781 Closed
AT
605
American Trust
Kentucky
– -$222K -4,716 Closed
AL
606
Aspiriant LLC
California
– -$214K -4,547 Closed
VIA
607
Virtus Investment Advisers
Connecticut
– -$123K -2,600 Closed
GWP
608
Gen-Wealth Partners
Michigan
– -$99.1K -2,100 Closed
CIAM
609
Caitong International Asset Management
Hong Kong
– -$60.6K -1,285 Closed
MB
610
Mizuho Bank
Japan
– -$53.3K -1,130 Closed
LFA
611
LGT Financial Advisors
Texas
– -$24.2K -514 Closed
ETC
612
Exchange Traded Concepts
Oklahoma
– -$11.9K -253 Closed
ACM
613
Aster Capital Management
United Arab Emirates
– -$9.91K -210 Closed
VWM
614
Venturi Wealth Management
Texas
– -$8.73K -185 Closed
TPCW
615
TD Private Client Wealth
New York
– -$3.44K -73 Closed
DRP
616
Decker Retirement Planning
Utah
– -$2.55K -54 Closed
FWM
617
FLP Wealth Management
Arkansas
– -$2.26K -48 Closed
AGWCA
618
Annis Gardner Whiting Capital Advisors
Florida
– -$2.03K -43 Closed
RTC
619
Riverview Trust Company
Washington
– -$991 -21 Closed
RCM
620
Raleigh Capital Management
North Carolina
– -$236 -5 Closed
HWA
621
HHM Wealth Advisors
Tennessee
– -$236 -5 Closed
21 22 23 24
25