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Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$108M
4
Boston Partners
Boston Partners
Massachusetts
+$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$107M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$249M
2
TIM
Thornburg Investment Management
New Mexico
-$215M
3
SC
Sessa Capital
New York
-$121M
4
Pzena Investment Management
Pzena Investment Management
New York
-$119M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NVIM
176
New Vernon Investment Management
Illinois
$4.68M +$4.34M +83,231 +1,267%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$4.66M -$471K -9,047 -9%
QCM
178
QRG Capital Management
Illinois
$4.61M +$13.5K +260 +0.3%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$4.56M +$396K +7,601 +10%
Axa
180
Axa
France
$4.55M +$4.55M +87,338 New
II
181
IFM Investors
Australia
$4.53M – – –
LSERS
182
Louisiana State Employees Retirement System
Louisiana
$4.52M -$10.4K -200 -0.2%
BHCM
183
Brevan Howard Capital Management
Jersey
$4.51M +$3.39M +64,994 +300%
PFSRSONJ
184
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.5M -$208 -4 -0%
Natixis Advisors
185
Natixis Advisors
Massachusetts
$4.44M +$801K +15,384 +22%
X
186
Xponance
Pennsylvania
$4.39M -$149K -2,869 -3%
EI
187
Ethic Inc
New York
$4.38M +$139K +2,654 +3%
Assenagon Asset Management
188
Assenagon Asset Management
Luxembourg
$4.29M -$996K -19,118 -19%
Public Sector Pension Investment Board (PSP Investments)
189
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.17M +$4.17M +80,000 New
KTA
190
Keeley-Teton Advisors
Illinois
$4.12M -$105K -2,008 -2%
SOMRS
191
State of Michigan Retirement System
Michigan
$4.09M – – –
CIC
192
Chase Investment Counsel
Virginia
$4.06M +$4.06M +77,963 New
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$3.97M – – –
NI
194
NFC Investments
Tennessee
$3.91M – – –
COPPSERS
195
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.86M +$254K +4,877 +7%
Macquarie Group
196
Macquarie Group
Australia
$3.79M -$5.66M -108,579 -60%
APF
197
Alaska Permanent Fund
Alaska
$3.74M – – –
LPL Financial
198
LPL Financial
California
$3.72M +$526K +10,089 +16%
MFIM
199
Mesirow Financial Investment Management
Illinois
$3.69M +$1.85M +35,425 +100%
JFG
200
Jefferies Financial Group
New York
$3.67M +$3.67M +70,462 New
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