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Equitable Holdings

582 hedge funds and large institutions have $16.6B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 214 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $53.7M

21% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 71

1% more funds holding

Funds holding: 575582 (+7)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 214

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.23% less ownership

Funds ownership: 97.46%97.23% (-0.23%)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.27B)

Holders
582
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
86
Increased
222
Reduced
214
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Bastion Asset Management
Canada
-$2.27M -43,845 Closed
DF
602
Donoghue Forlines
Massachusetts
-$2.28M -43,779 Closed
QC
603
Quantessence Capital
New York
-$2.23M -42,802 Closed
SGI
604
Summit Global Investments
Utah
-$1.7M -32,712 Closed
CCS
605
Concentric Capital Strategies
Connecticut
-$1.48M -28,407 Closed
WI
606
Westbourne Investments
Virginia
-$1.41M -27,030 Closed
AIM
607
Aigen Investment Management
New York
-$1.38M -26,468 Closed
HCMT
608
Highland Capital Management (Tennessee)
Tennessee
-$1.24M -23,722 Closed
SC
609
SummitTX Capital
Texas
-$1.2M -22,957 Closed
AC
610
Allstate Corporation
Illinois
-$1.18M -22,745 Closed
USAA
611
United Services Automobile Association
Texas
-$1.06M -20,443 Closed
ANTB
612
AMG National Trust Bank
Colorado
-$847K -16,266 Closed
EAMA
613
EFG Asset Management (Americas)
Florida
-$805K -15,447 Closed
FCM
614
FJ Capital Management
Virginia
-$711K -13,648 Closed
BFM
615
Boothbay Fund Management
New York
-$686K -13,166 Closed
A
616
AlphaQuest
New York
-$616K -11,834 Closed
Walleye Capital
617
Walleye Capital
New York
-$554K -10,778 Closed
SRL
618
Scientech Research LLC
New Jersey
-$552K -10,595 Closed
GS
619
GWN Securities
Florida
-$555K -10,330 Closed
LCM
620
Laurion Capital Management
New York
-$486K -9,325 Closed
DTL
621
Dynamic Technology Lab
Singapore
-$439K -8,419 Closed
VAS
622
Vestmark Advisory Solutions
Massachusetts
-$413K -7,929 Closed
QC
623
Quadrature Capital
United Kingdom
-$354K -6,794 Closed
LP
624
LMR Partners
United Kingdom
-$353K -6,784 Closed
SPA
625
Sherbrooke Park Advisers
New York
-$340K -6,531 Closed

EQH Hedge Fund Activity: Q2 2025 in Review

582 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2025, worth a combined $16.6B — down 7.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EQH positions and 71 closed out — a net gain of 15 holders — while 222 added to existing stakes and 214 trimmed.

The largest buyer was Capital International Investors, adding an estimated $162M. The largest seller was Viking Global Investors, exiting entirely with an estimated $171M sold.

  • 582 institutional investors held Equitable Holdings (EQH) as of Q2 2025, up from 575 in Q1 2025.
  • Funds reported $16.6B of Equitable Holdings stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 86 funds opened new Equitable Holdings positions in Q2 2025 and 71 closed out, a net change of +15 holders.
  • The largest Equitable Holdings buyer in Q2 2025 was Capital International Investors, an estimated $162M added.
  • The largest Equitable Holdings seller in Q2 2025 was Viking Global Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2025.