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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
SFM
176
Soros Fund Management
New York
$4.85M +$2.52M +49,000 +131%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$4.84M -$163K -3,178 -4%
LSERS
178
Louisiana State Employees Retirement System
Louisiana
$4.8M -$66.9K -1,300 -1%
Hudson Bay Capital Management
179
Hudson Bay Capital Management
Connecticut
$4.77M -$24.8M -481,482 -85%
X
180
Xponance
Pennsylvania
$4.75M +$22.2K +431 +0.5%
HF
181
HRT Financial
New York
$4.73M -$26M -505,561 -86%
PE
182
Point72 Europe
United Kingdom
$4.66M +$4.27M +83,100 New
GF
183
Gabelli Funds
New York
$4.61M +$3.02M +58,757 +250%
LPL Financial
184
LPL Financial
California
$4.52M +$469K +9,119 +13%
VRS
185
Virginia Retirement Systems
Virginia
$4.49M -$3.06M -59,500 -43%
COPPSERS
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.38M +$206K +4,001 +5%
UIC
187
Uniplan Investment Counsel
Wisconsin
$4.36M -$1.97M -38,272 -33%
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$4.32M +$1.7M +33,015 +75%
SOMRS
189
State of Michigan Retirement System
Michigan
$4.31M -$92.6K -1,800 -2%
QCM
190
Quantinno Capital Management
New York
$4.29M +$1.04M +20,280 +36%
Handelsbanken Fonder
191
Handelsbanken Fonder
Sweden
$4.28M
XT
192
XTX Topco
Cayman Islands
$4.24M +$3.23M +62,737 +492%
NI
193
NFC Investments
Tennessee
$4.22M +$15.4K +300 +0.4%
MNA
194
Manning & Napier Advisors
New York
$4.21M +$1.79M +34,711 +86%
JG
195
Jain Global
New York
$4.15M +$2.45M +47,662 +181%
LA
196
LBP AM
France
$4.12M -$3.06M -59,515 -45%
SLAM
197
Swiss Life Asset Management
$4.05M -$3.93M -76,330 -51%
BCM
198
BTC Capital Management
Iowa
$3.88M +$201K +3,899 +6%
JWM
199
JPL Wealth Management
Colorado
$3.85M +$3.53M +68,545 New
NMIMC
200
Northwestern Mutual Investment Management Company
Wisconsin
$3.81M -$54.1K -1,052 -2%

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.