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Equitable Holdings

539 hedge funds and large institutions have $9.73B invested in Equitable Holdings in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 188 increasing their positions, 205 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 84

8% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 205

2% less funds holding

Funds holding: 551539 (-12)

4.22% less ownership

Funds ownership: 97.8%93.57% (-4.2%)

27% less capital invested

Capital invested by funds: $13.4B → $9.73B (-$3.63B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

62% less call options, than puts

Call options by funds: $3.19M | Put options by funds: $8.46M

Holders
539
Holders Change
-12
Holders Change %
-2.18%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
83
Increased
188
Reduced
205
Closed
84
Calls
$3.19M
Puts
$8.46M
Net Calls
-$5.28M
Net Calls Change
-$8.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CTI
76
Community Trust & Investment
Kentucky
$14.4M +$3.73M +87,018 +29%
Barclays
77
Barclays
United Kingdom
$14.1M -$6.13M -143,154 -27%
SDIC
78
South Dakota Investment Council
South Dakota
$14M +$2.51M +58,506 +18%
FTIA
79
Four Tree Island Advisory
New Hampshire
$13.7M +$381K +8,899 +2%
AllianceBernstein
80
AllianceBernstein
Tennessee
$13.2M -$236K -5,520 -2%
Pictet Asset Management
81
Pictet Asset Management
Switzerland
$12.5M +$2.83M +66,009 +24%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$12.3M -$257K -6,000 -2%
Point72 Asset Management
83
Point72 Asset Management
Connecticut
$12.3M +$773K +18,040 +6%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$12.1M +$3.73M +87,086 +35%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$11.9M +$1.23M +28,601 +10%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$11.5M -$89.4K -2,088 -0.7%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$11.1M +$12.9M +300,000 New
LS
88
Livforsakringsbolaget Skandia
Sweden
$10.8M +$1.12M +26,100 +10%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$10.5M
AG
90
Algert Global
California
$10.4M +$7.23M +168,710 +153%
Aviva
91
Aviva
United Kingdom
$10.1M +$669K +15,605 +6%
BCM
92
Basswood Capital Management
New York
$9.33M +$2.84M +66,226 +36%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$9.33M +$468K +10,923 +5%
Canada Life
94
Canada Life
Manitoba, Canada
$8.83M -$113K -2,631 -1%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$8.71M -$416K -9,700 -4%
XT
96
XTX Topco
Cayman Islands
$8.7M +$9.09M +212,220 +954%
LSV Asset Management
97
LSV Asset Management
Illinois
$8.13M -$141K -3,300 -1%
Stifel Financial
98
Stifel Financial
Missouri
$8.09M +$4.36M +101,842 +88%
LIP
99
Lighthouse Investment Partners
Florida
$7.89M +$9.11M +212,638 New
GC
100
Gillson Capital
Illinois
$7.79M +$9M +210,000 New