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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
JP Morgan Chase
51
JP Morgan Chase
New York
$42.2M -$14.2M -276,407 -27%
SAM
52
Storebrand Asset Management
Norway
$41.9M +$5.13M +99,669 +15%
CCM
53
Callodine Capital Management
Massachusetts
$41.5M +$21.6M +419,554 +131%
Swedbank
54
Swedbank
Sweden
$40.5M +$790K +15,353 +2%
T. Rowe Price Investment Management
55
T. Rowe Price Investment Management
Maryland
$40.4M -$8.28M -161,005 -18%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$39.7M +$489K +9,511 +1%
JVBC
57
J.V. Bruni & Co
Colorado
$37.8M +$2.33M +45,347 +7%
Wells Fargo
58
Wells Fargo
California
$37.5M -$13.6M -265,275 -28%
TG
59
TCW Group
California
$37M +$18.5M +358,901 +119%
Zurich Cantonal Bank
60
Zurich Cantonal Bank
Switzerland
$37M +$5.47M +106,362 +19%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.8M +$276K +5,357 +0.8%
N
62
Natixis
France
$36.7M +$19.5M +379,594 +138%
Franklin Resources
63
Franklin Resources
California
$35.4M -$3.6M -70,075 -10%
SEI Investments
64
SEI Investments
Pennsylvania
$35.1M +$845K +16,432 +3%
FGP
65
Freestone Grove Partners
California
$34.2M -$32.6M -633,859 -51%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$33.4M +$1.74M +33,838 +6%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$32.8M -$1.31M -25,449 -4%
American Century Companies
68
American Century Companies
Missouri
$32.4M +$6.47M +125,828 +28%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$32.3M -$18.7M -364,464 -39%
AU
70
Algebris (UK)
United Kingdom
$31M +$7.8M +151,699 +38%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$30M +$10.6M +205,726 +62%
Fiera Capital (Canada)
72
Fiera Capital (Canada)
Quebec, Canada
$29.9M +$27.4M +532,240 New
TAM
73
Tocqueville Asset Management
New York
$29.9M +$27.4M +532,136 New
Voloridge Investment Management
74
Voloridge Investment Management
Florida
$28.6M -$30.1M -585,337 -53%
GC
75
Gillson Capital
Illinois
$27.3M +$16.2M +314,023 +182%

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.