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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
SGAM
626
Smith Group Asset Management
Texas
-$340K -6,520 Closed
QL
627
Quarry LP
New York
-$314K -6,021 Closed
Holocene Advisors
628
Holocene Advisors
New York
-$285K -5,467 Closed
OC
629
Oppenheimer & Co
New York
-$252K -4,831 Closed
CC
630
Centiva Capital
New York
-$251K -4,810 Closed
1C
631
111 Capital
France
-$238K -4,575 Closed
BAM
632
Belpointe Asset Management
Nevada
-$229K -4,397 Closed
TC
633
TownSquare Capital
Utah
-$229K -4,387 Closed
TPI
634
Trust Point Inc
Wisconsin
-$214K -4,117 Closed
NW
635
NewEdge Wealth
Pennsylvania
-$204K -3,914 Closed
SW
636
SVB Wealth
Massachusetts
-$167K -3,214 Closed
QC
637
Quent Capital
New York
-$146K -2,797 Closed
WF
638
Wayfinding Financial
Washington
-$80K -1,545 Closed
Simplex Trading
639
Simplex Trading
Illinois
-$66.2K -1,288 Closed
Walleye Trading
640
Walleye Trading
New York
-$26K -506 Closed
MG
641
Mather Group
Illinois
-$14.4K -277 Closed
CA
642
Continuum Advisory
Idaho
-$9.17K -176 Closed
AF
643
Atala Financial
California
-$7.55K -145 Closed
SCB
644
Saudi Central Bank
Saudi Arabia
-$6.41K -123 Closed
GFPC
645
Global Financial Private Client
Florida
-$5K -96 Closed
OAJ
646
Ogorek Anthony Joseph
New York
-$3.5K -68 -84%
SIC
647
Salem Investment Counselors
North Carolina
-$3.49K -67 Closed
HCP
648
Hexagon Capital Partners
Arkansas
-$1.46K -28 Closed
HHGA
649
Halbert Hargrove Global Advisors
California
-$834 -16 Closed
CFO
650
CVA Family Office
Colorado
-$729 -14 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.