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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
DnB Asset Management
76
DnB Asset Management
Norway
$26.1M -$374K -7,272 -2%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$25.1M -$1.26M -24,523 -5%
Lazard Asset Management
78
Lazard Asset Management
New York
$24.9M +$3.84M +74,567 +20%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$24.8M +$13.6M +263,755 +148%
Canada Life
80
Canada Life
Manitoba, Canada
$24.2M -$2.22M -43,240 -9%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$24M -$4.17K -81 -0%
Barclays
82
Barclays
United Kingdom
$23.9M +$5.53M +107,604 +34%
Citadel Advisors
83
Citadel Advisors
Florida
$23.1M -$19M -370,198 -47%
National Pension Service
84
National Pension Service
South Korea
$22.5M +$211K +4,110 +1%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$22.2M +$205K +3,980 +1%
Allianz Asset Management
86
Allianz Asset Management
Germany
$21.1M -$7.65M -148,732 -28%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$20.3M -$5.13M -99,659 -22%
FTIA
88
Four Tree Island Advisory
New Hampshire
$20.3M -$3.07M -59,602 -14%
Victory Capital Management
89
Victory Capital Management
Texas
$20.2M -$3.04M -59,141 -14%
Citigroup
90
Citigroup
New York
$19.5M -$819K -15,928 -4%
Millennium Management
91
Millennium Management
New York
$19.3M -$39.2M -761,484 -69%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$19.2M +$7.49M +145,597 +74%
Skandinaviska Enskilda Banken (SEB)
93
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.4M +$9.42M +183,106 +127%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$17.5M +$2.8M +54,495 +21%
AllianceBernstein
95
AllianceBernstein
Tennessee
$17.5M -$148K -2,881 -0.9%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$16.9M +$1.07M +20,750 +7%
CTI
97
Community Trust & Investment
Kentucky
$16.5M -$1.26M -24,574 -8%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$16.3M +$13.8M +267,389 +1,126%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$15.5M +$1.48M +28,863 +12%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$14.6M +$11.9M +231,663 +829%

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.