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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
UBS Group
76
UBS Group
Switzerland
$26M -$28.4M -535,985 -51%
National Pension Service
77
National Pension Service
South Korea
$25.4M +$5.23M +98,711 +25%
T. Rowe Price Investment Management
78
T. Rowe Price Investment Management
Maryland
$24.8M -$12.3M -231,785 -32%
Franklin Resources
79
Franklin Resources
California
$23.8M -$8.57M -161,704 -26%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$22.2M -$217K -4,104 -0.9%
Balyasny Asset Management
81
Balyasny Asset Management
Illinois
$21.9M +$22.9M +432,220 New
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$21.9M +$3.64M +68,644 +19%
Citigroup
83
Citigroup
New York
$20.2M +$2.59M +48,833 +14%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$19.6M +$3.94M +74,312 +24%
Canada Life
85
Canada Life
Manitoba, Canada
$19.4M -$3.16M -59,603 -14%
TAM
86
Tocqueville Asset Management
New York
$18.9M -$8.44M -159,388 -30%
HF
87
HRT Financial
New York
$18.5M +$14.8M +279,701 +332%
Retirement Systems of Alabama
88
Retirement Systems of Alabama
Alabama
$18.4M +$19.2M +362,158 New
FTIA
89
Four Tree Island Advisory
New Hampshire
$18.2M -$180K -3,391 -0.9%
Victory Capital Management
90
Victory Capital Management
Texas
$17.6M -$732K -13,827 -4%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$17.2M -$212K -4,000 -1%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$16.4M -$3.83M -72,308 -18%
Brown Advisory
93
Brown Advisory
Maryland
$16.1M +$5.05M +95,332 +43%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$15.6M -$7.43M -140,221 -31%
SDIC
95
South Dakota Investment Council
South Dakota
$15.6M +$6.33M +119,444 +64%
CTI
96
Community Trust & Investment
Kentucky
$15.2M +$303K +5,719 +2%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$15.2M +$3.16M +59,700 +25%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$15.1M -$176K -3,321 -1%
AllianceBernstein
99
AllianceBernstein
Tennessee
$14.9M -$935K -17,649 -6%
Pictet Asset Management
100
Pictet Asset Management
Switzerland
$14.3M +$2.22M +41,922 +18%