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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 %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$42.2M 753,109 -276,407 -27%
CCM
52
Callodine Capital Management
Massachusetts
$41.5M 739,843 +419,554 +131%
Swedbank
53
Swedbank
Sweden
$40.5M 721,838 +15,353 +2%
T. Rowe Price Investment Management
54
T. Rowe Price Investment Management
Maryland
$40.4M 719,927 -161,005 -18%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$39.7M 707,318 +9,511 +1%
JVBC
56
J.V. Bruni & Co
Colorado
$37.8M 674,394 +45,347 +7%
Wells Fargo
57
Wells Fargo
California
$37.5M 667,651 -265,275 -28%
TG
58
TCW Group
California
$37M 660,032 +358,901 +119%
Zurich Cantonal Bank
59
Zurich Cantonal Bank
Switzerland
$37M 659,235 +106,362 +19%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.8M 655,742 +5,357 +0.8%
N
61
Natixis
France
$36.7M 654,197 +379,594 +138%
Franklin Resources
62
Franklin Resources
California
$35.4M 630,552 -70,075 -10%
SEI Investments
63
SEI Investments
Pennsylvania
$35.1M 626,017 +16,432 +3%
FGP
64
Freestone Grove Partners
California
$34.2M 608,913 -633,859 -51%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$33.4M 594,949 +33,838 +6%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$32.8M 584,409 -25,449 -4%
American Century Companies
67
American Century Companies
Missouri
$32.4M 577,537 +125,828 +28%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$32.3M 576,159 -364,464 -39%
AU
69
Algebris (UK)
United Kingdom
$31M 553,972 +151,699 +38%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$30M 535,180 +205,726 +62%
Fiera Capital (Canada)
71
Fiera Capital (Canada)
Quebec, Canada
$29.9M 532,240 +532,240 New
TAM
72
Tocqueville Asset Management
New York
$29.9M 532,136 +532,136 New
Voloridge Investment Management
73
Voloridge Investment Management
Florida
$28.6M 509,645 -585,337 -53%
GC
74
Gillson Capital
Illinois
$27.3M 486,260 +314,023 +182%
DnB Asset Management
75
DnB Asset Management
Norway
$26.1M 464,442 -7,272 -2%
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