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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
LSV Asset Management
101
LSV Asset Management
Illinois
$14.2M -$1.58M -30,700 -11%
BCM
102
Basswood Capital Management
New York
$13.9M +$12.7M +247,122 New
Korea Investment Corp
103
Korea Investment Corp
South Korea
$13.4M +$2.85M +55,500 +30%
Pictet Asset Management
104
Pictet Asset Management
Switzerland
$13.4M +$2.46M +47,796 +25%
Aviva
105
Aviva
United Kingdom
$13.1M +$725K +14,104 +6%
Nomura Asset Management
106
Nomura Asset Management
Japan
$12.9M +$365K +7,100 +3%
VF
107
Vest Financial
Virginia
$12.8M +$41.4K +804 +0.4%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$12.6M +$505K +9,818 +5%
Brown Advisory
109
Brown Advisory
Maryland
$12.5M +$3.35M +65,085 +41%
Universal-Beteiligungs- und Servicegesellschaft
110
Universal-Beteiligungs- und Servicegesellschaft
Germany
$12.2M +$1.62M +31,421 +17%
BGIM
111
Brandywine Global Investment Management
Pennsylvania
$11.2M -$19.3M -375,037 -65%
FAF
112
Första AP-fonden
Sweden
$11.1M +$1.58M +30,800 +18%
SCP
113
Steamboat Capital Partners
New York
$11M -$2.74M -53,200 -21%
MIF
114
Mediolanum International Funds
Ireland
$10.7M +$3.26M +63,360 +50%
Aberdeen Group
115
Aberdeen Group
United Kingdom
$10.5M +$589K +11,457 +7%
New York State Teachers Retirement System (NYSTRS)
116
New York State Teachers Retirement System (NYSTRS)
New York
$10.5M -$48.8K -949 -0.5%
SDIC
117
South Dakota Investment Council
South Dakota
$10.5M +$1.26M +24,500 +15%
AG
118
Algert Global
California
$10.3M +$300K +5,830 +3%
FM
119
Foster & Motley
Ohio
$10.2M +$238K +4,632 +3%
MIM
120
MetLife Investment Management
New Jersey
$9.96M -$419K -8,138 -4%
EP
121
Edgestream Partners
New Jersey
$9.48M +$3.97M +77,195 +84%
DB
122
Danske Bank
Denmark
$9.2M +$2.56M +49,786 +44%
Asset Management One
123
Asset Management One
Japan
$8.94M +$251K +4,871 +3%
SPS
124
Susquehanna Portfolio Strategies
Pennsylvania
$8.74M +$8.01M +155,839 New
HI
125
Horizon Investments
North Carolina
$8.71M +$8.03M +156,081 New

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.