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Equitable Holdings
EQH

Overview Fund Activity

576 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, 220 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
7.72%
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
220
Reduced
211
Closed
71
Calls
$74.3M
Puts
$53.7M
Net Calls
+$20.6M
Net Calls Change
+$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$177M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$109M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$103M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$86.8M
5
Boston Partners
Boston Partners
Massachusetts
+$83.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$165M
3
Pzena Investment Management
Pzena Investment Management
New York
-$93.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.7M
5
SC
Samlyn Capital
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
626
Belpointe Asset Management
Nevada
– -$229K -4,397 Closed
TC
627
TownSquare Capital
Utah
– -$229K -4,387 Closed
TPI
628
Trust Point Inc
Wisconsin
– -$214K -4,117 Closed
NW
629
NewEdge Wealth
Pennsylvania
– -$204K -3,914 Closed
SW
630
SVB Wealth
Massachusetts
– -$167K -3,214 Closed
QC
631
Quent Capital
New York
– -$146K -2,797 Closed
WF
632
Wayfinding Financial
Washington
– -$80K -1,545 Closed
Simplex Trading
633
Simplex Trading
Illinois
– -$67K -1,288 Closed
Walleye Trading
634
Walleye Trading
New York
– -$26.4K -506 Closed
MG
635
Mather Group
Illinois
– -$14.4K -277 Closed
CA
636
Continuum Advisory
Idaho
– -$9.17K -176 Closed
AF
637
Atala Financial
California
– -$7.55K -145 Closed
SCB
638
Saudi Central Bank
Saudi Arabia
– -$6.41K -123 Closed
GFPC
639
Global Financial Private Client
Florida
– -$5K -96 Closed
SIC
640
Salem Investment Counselors
North Carolina
– -$3.49K -67 Closed
HCP
641
Hexagon Capital Partners
Arkansas
– -$1.46K -28 Closed
HHGA
642
Halbert Hargrove Global Advisors
California
– -$834 -16 Closed
CFO
643
CVA Family Office
Colorado
– -$729 -14 Closed
CA
644
CoreCap Advisors
Michigan
– -$573 -11 Closed
BWL
645
Bogart Wealth LLC
Virginia
– -$521 -10 Closed
CFD
646
Creative Financial Designs
Indiana
– -$260 -5 Closed
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