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Equitable Holdings
EQH

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: 582 → 562 (-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: 9 → 7 (-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

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$193M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$106M
3
LCOV
London Company of Virginia
Virginia
+$63.9M
4
Millennium Management
Millennium Management
New York
+$61.4M
5
CAM
Close Asset Management
United Kingdom
+$47M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$137M
2
Invesco
Invesco
Georgia
-$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$90.2M
4
Man Group
Man Group
United Kingdom
-$79.7M
5
Amundi
Amundi
France
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IGAM
601
iA Global Asset Management
Quebec, Canada
– -$418K -7,444 Closed
AAF
602
Andra AP-fonden
Sweden
– -$404K -7,200 Closed
FC
603
FORA Capital
Florida
– -$347K -6,192 Closed
AWE
604
Avidian Wealth Enterprises
Texas
– -$299K -5,335 Closed
MA
605
Mutual Advisors
Nebraska
– -$275K -5,233 Closed
PAM
606
Panagora Asset Management
Massachusetts
– -$259K -4,624 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
607
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$253K -4,505 Closed
VSQM
608
V-Square Quantitative Management
Illinois
– -$250K -4,455 Closed
PTC
609
Petrus Trust Company
Texas
– -$247K -4,404 Closed
BWP
610
BSW Wealth Partners
Colorado
– -$239K -4,259 Closed
WI
611
WBI Investments
New Jersey
– -$238K -4,244 Closed
UFF
612
USA Financial Formulas
Michigan
– -$207K -3,697 Closed
GLF
613
Groupe la Francaise
France
– -$165K -2,949 Closed
WSFS
614
Wilmington Savings Fund Society
Delaware
– -$132K -2,359 Closed
ME
615
McIlrath & Eck
Washington
– -$75.3K -1,343 Closed
GIM
616
Glenmede Investment Management
Pennsylvania
– -$55K -980 Closed
GWM
617
Geneos Wealth Management
Colorado
– -$46.6K -830 Closed
HT
618
Headlands Technologies
Illinois
– -$27.2K -485 Closed
WA
619
Whipplewood Advisors
Colorado
– -$20.1K -359 Closed
NC
620
NewSquare Capital
Pennsylvania
– -$17.3K -309 Closed
KGP
621
Keystone Global Partners
Colorado
– -$15.8K -281 Closed
TPWA
622
Twin Peaks Wealth Advisors
California
– -$14.9K -271 Closed
BC
623
Bayforest Capital
United Kingdom
– -$11.6K -207 Closed
GC
624
GFG Capital
Florida
– -$7.52K -134 Closed
NA
625
NewEdge Advisors
Louisiana
– -$6.56K -117 Closed
22 23 24
25
26

EQH Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2025, worth a combined $13.9B — down 16% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of EQH and 65 opened new positions — a net loss of 14 holders — while 228 trimmed existing stakes and 182 added.

The largest buyer was Capital International Investors, adding an estimated $193M. The largest seller was Acadian Asset Management, cutting an estimated $137M.

  • 562 institutional investors held Equitable Holdings (EQH) as of Q3 2025, down from 582 in Q2 2025.
  • Funds reported $13.9B of Equitable Holdings stock for Q3 2025, down 16% quarter-over-quarter.
  • 65 funds opened new Equitable Holdings positions in Q3 2025 and 79 closed out, a net change of -14 holders.
  • The largest Equitable Holdings buyer in Q3 2025 was Capital International Investors, an estimated $193M added.
  • The largest Equitable Holdings seller in Q3 2025 was Acadian Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2025.