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Equitable Holdings

562 hedge funds and large institutions have $13.9B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 228 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $4.4M

3% less funds holding

Funds holding: 582562 (-20)

5.99% less ownership

Funds ownership: 97.23%91.25% (-6%)

16% less capital invested

Capital invested by funds: $16.6B → $13.9B (-$2.69B)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

20% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
562
Holders Change
-20
Holders Change %
-3.44%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
65
Increased
182
Reduced
228
Closed
79
Calls
$7.96M
Puts
$4.4M
Net Calls
+$3.56M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Change in
Stake
HVCM
51
HG Vora Capital Management
New York
$40.6M +$42.4M +800,000 New
SAM
52
Storebrand Asset Management
Norway
$38M +$79.7K +1,505 +0.2%
Swedbank
53
Swedbank
Sweden
$36.7M +$45K +849 +0.1%
Deutsche Bank
54
Deutsche Bank
Germany
$36.2M -$5.44M -102,789 -13%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$36.2M +$270K +5,090 +0.7%
AU
56
Algebris (UK)
United Kingdom
$36.2M +$8.4M +158,488 +29%
A
57
AustralianSuper
Australia
$36.1M -$9.19M -173,585 -20%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$36M -$9.72M -183,583 -21%
American Century Companies
59
American Century Companies
Missouri
$35.8M +$6.73M +127,063 +22%
JVBC
60
J.V. Bruni & Co
Colorado
$34.3M +$14.4K +271 +0%
Wells Fargo
61
Wells Fargo
California
$33.6M -$316K -5,964 -0.9%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.2M -$2.2M -41,559 -6%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$30.4M +$237K +4,479 +0.8%
Zurich Cantonal Bank
64
Zurich Cantonal Bank
Switzerland
$30M -$3.63M -68,594 -10%
Jane Street
65
Jane Street
New York
$29.9M +$24.5M +463,052 +370%
Raymond James Financial
66
Raymond James Financial
Florida
$29.7M -$11.7M -221,004 -27%
DnB Asset Management
67
DnB Asset Management
Norway
$29.4M +$6.09M +114,905 +25%
SEI Investments
68
SEI Investments
Pennsylvania
$28.3M -$3.69M -69,643 -11%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$28M -$1.78M -33,605 -6%
BA
70
Bridgewater Associates
Connecticut
$27.9M +$27.3M +516,302 +1,534%
Lazard Asset Management
71
Lazard Asset Management
New York
$27.6M +$5.27M +99,454 +22%
Barclays
72
Barclays
United Kingdom
$27.1M +$5.67M +106,967 +25%
AI
73
Advent International
Massachusetts
$26.9M +$28.1M +529,600 New
FGP
74
Freestone Grove Partners
California
$26.4M -$4.67M -88,180 -14%
Fiera Capital (Canada)
75
Fiera Capital (Canada)
Quebec, Canada
$26.4M -$666K -12,568 -2%