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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
SAM
201
Smith Asset Management
Florida
$3.78M +$3.47M +67,416 New
WCM
202
Wedge Capital Management
North Carolina
$3.78M -$34.6M -673,145 -91%
SI
203
Stephens Inc
Arkansas
$3.72M -$43.5K -845 -1%
NAAA
204
New Age Alpha Advisors
New York
$3.69M +$3.39M +65,859 New
NMERB
205
New Mexico Educational Retirement Board
New Mexico
$3.67M
ET
206
Entropy Technologies
New York
$3.58M +$2.38M +46,285 +263%
DekaBank Deutsche Girozentrale
207
DekaBank Deutsche Girozentrale
Germany
$3.57M -$56.8K -1,104 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.56M
MWM
209
Meridian Wealth Management
Kentucky
$3.55M +$3.25M +63,193 New
Macquarie Group
210
Macquarie Group
Australia
$3.47M -$555K -10,788 -15%
OPERF
211
Oregon Public Employees Retirement Fund
Oregon
$3.47M -$53.6K -1,042 -2%
DAS
212
Dynamic Advisor Solutions
Arizona
$3.45M +$3.17M +61,582 New
LF
213
Lansforsakringar Fondforvaltning
Sweden
$3.38M -$476K -9,259 -13%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$3.37M -$1.65M -32,103 -35%
BMSSC
215
B. Metzler seel. Sohn & Co
Germany
$3.36M +$625K +12,146 +25%
MME
216
Meag Munich Ergo
Germany
$3.34M -$9.17M -178,382 -75%
EMPI
217
Elo Mutual Pension Insurance
Finland
$3.33M +$546K +10,610 +22%
AIP
218
Ameritas Investment Partners
Nebraska
$3.31M -$101K -1,970 -3%
SC
219
Searle & Co
Connecticut
$3.22M -$103K -2,000 -3%
Toronto Dominion Bank
220
Toronto Dominion Bank
Ontario, Canada
$3.12M +$443K +8,611 +18%
BHCM
221
Brevan Howard Capital Management
Jersey
$3.06M -$1.65M -32,148 -37%
KWM
222
Kingsview Wealth Management
Oregon
$3.01M +$2.76M +53,700 New
FNA
223
First National Advisers
Nebraska
$2.95M -$24.5K -476 -0.9%
FNBOO
224
First National Bank of Omaha
Nebraska
$2.93M -$103K -1,999 -4%
URS
225
Utah Retirement Systems
Utah
$2.89M -$29.8K -580 -1%

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.