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Equitable Holdings

479 hedge funds and large institutions have $11.6B invested in Equitable Holdings in 2026 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 144 increasing their positions, 209 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $9.73B → $11.6B (+$1.9B)

3.54% more ownership

Funds ownership: 93.58%97.13% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less funds holding

Funds holding: 542479 (-63)

31% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 209

46% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 123

52% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $6.24M

Holders
479
Holders Change
-63
Holders Change %
-11.62%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
144
Reduced
209
Closed
123
Calls
$3.02M
Puts
$6.24M
Net Calls
-$3.22M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
51
Zurich Insurance Group
Switzerland
$33.1M +$31.6M +754,713 New
Voloridge Investment Management
52
Voloridge Investment Management
Florida
$32.9M +$28.2M +673,908 +889%
Vanguard Asset Management
53
Vanguard Asset Management
$31.8M +$6.45M +154,228 +27%
JP Morgan Chase
54
JP Morgan Chase
New York
$31M +$9.1M +217,606 +46%
Legal & General Group
55
Legal & General Group
United Kingdom
$30M -$26.8M -640,221 -48%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.5M +$940K +22,477 +4%
Millennium Management
57
Millennium Management
New York
$26.8M -$83.1M -1,986,825 -76%
Ensign Peak Advisors
58
Ensign Peak Advisors
Utah
$25.9M -$3.05M -72,853 -11%
SAM
59
Storebrand Asset Management
Norway
$25.8M -$2.98M -71,172 -11%
Swiss National Bank
60
Swiss National Bank
Switzerland
$24.8M -$11.5M -275,800 -33%
Ameriprise
61
Ameriprise
Minnesota
$23.4M -$45.3M -1,084,193 -67%
Wells Fargo
62
Wells Fargo
California
$23.3M -$2.15M -51,540 -9%
TAM
63
Tocqueville Asset Management
New York
$22.5M +$836K +20,005 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
64
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.2M +$20.2M +482,997 New
CTI
65
Community Trust & Investment
Kentucky
$20.9M +$3.7M +88,484 +23%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$20.4M -$17.1M -408,588 -47%
PCM
67
Prana Capital Management
Connecticut
$19.6M +$18.6M +445,828 New
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$17.8M -$30.1K -720 -0.2%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$17.6M -$2.35M -56,140 -12%
CAM
70
Close Asset Management
United Kingdom
$17.1M -$10.2M -243,700 -38%
FTIA
71
Four Tree Island Advisory
New Hampshire
$16.6M +$358K +8,565 +2%
Raymond James Financial
72
Raymond James Financial
Florida
$16.5M -$742K -17,747 -5%
Point72 Asset Management
73
Point72 Asset Management
Connecticut
$16.3M +$1.75M +41,939 +13%
BCM
74
Basswood Capital Management
New York
$15.9M +$4.61M +110,180 +44%
SDIC
75
South Dakota Investment Council
South Dakota
$15.5M -$1.05M -25,075 -7%

EQH Hedge Fund Activity: Q2 2026 in Review

479 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2026, worth a combined $11.6B — up 19% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of EQH and 67 opened new positions — a net loss of 56 holders — while 209 trimmed existing stakes and 144 added.

The largest buyer was Harris Associates, adding an estimated $396M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $381M.

  • 479 institutional investors held Equitable Holdings (EQH) as of Q2 2026, down from 542 in Q1 2026.
  • Funds reported $11.6B of Equitable Holdings stock for Q2 2026, up 19% quarter-over-quarter.
  • 67 funds opened new Equitable Holdings positions in Q2 2026 and 123 closed out, a net change of -56 holders.
  • The largest Equitable Holdings buyer in Q2 2026 was Harris Associates, an estimated $396M added.
  • The largest Equitable Holdings seller in Q2 2026 was Canada Pension Plan Investment Board, an estimated $381M sold.

Based on aggregated 13F filings for Q2 2026.