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Equitable Holdings
EQH

Overview Fund Activity

572 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 219 increasing their positions, 209 reducing their positions, and 71 closing their positions.

Holders
572
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
7.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
85
Increased
219
Reduced
209
Closed
71
Calls
$68M
Puts
$50.3M
Net Calls
+$17.7M
Net Calls Change
+$16.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$703M
2
Capital International Investors
2
Capital International Investors
California
$413M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$720M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$122M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$416M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$940M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$238M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$988M
5
SC
5
Samlyn Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SW
626
SVB Wealth
Massachusetts
– – -3,214 Closed
QC
627
Quent Capital
New York
– – -2,797 Closed
WF
628
Wayfinding Financial
Washington
– – -1,545 Closed
Simplex Trading
629
Simplex Trading
Illinois
– – -1,288 Closed
Walleye Trading
630
Walleye Trading
New York
– – -506 Closed
MG
631
Mather Group
Illinois
– – -277 Closed
CA
632
Continuum Advisory
Idaho
– – -176 Closed
AF
633
Atala Financial
California
– – -145 Closed
SCB
634
Saudi Central Bank
Saudi Arabia
– – -123 Closed
GFPC
635
Global Financial Private Client
Florida
– – -96 Closed
OAJ
636
Ogorek Anthony Joseph
New York
$0 13 -68 -84%
SIC
637
Salem Investment Counselors
North Carolina
– – -67 Closed
HCP
638
Hexagon Capital Partners
Arkansas
– – -28 Closed
HHGA
639
Halbert Hargrove Global Advisors
California
– – -16 Closed
CFO
640
CVA Family Office
Colorado
– – -14 Closed
CA
641
CoreCap Advisors
Michigan
– – -11 Closed
BWL
642
Bogart Wealth LLC
Virginia
– – -10 Closed
CFD
643
Creative Financial Designs
Indiana
– – -5 Closed
Group One Trading
644
Group One Trading
Illinois
– – – –
CAM
645
CenterStar Asset Management
Illinois
– – – –
IMC Chicago
646
IMC Chicago
Illinois
– – – –
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