EQH icon

Equitable Holdings

580 hedge funds and large institutions have $16.5B invested in Equitable Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $17.1B → $16.5B (-$609M)

Holders
580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.3M
Puts
$53.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Smith Asset Management
Florida
$3.78M
WCM
202
Wedge Capital Management
North Carolina
$3.78M
SI
203
Stephens Inc
Arkansas
$3.72M
NAAA
204
New Age Alpha Advisors
New York
$3.69M
NMERB
205
New Mexico Educational Retirement Board
New Mexico
$3.67M
ET
206
Entropy Technologies
New York
$3.58M
DekaBank Deutsche Girozentrale
207
DekaBank Deutsche Girozentrale
Germany
$3.57M
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
Macquarie Group
210
Macquarie Group
Australia
$3.47M
OPERF
211
Oregon Public Employees Retirement Fund
Oregon
$3.47M
DAS
212
Dynamic Advisor Solutions
Arizona
$3.45M
LF
213
Lansforsakringar Fondforvaltning
Sweden
$3.38M
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$3.37M
BMSSC
215
B. Metzler seel. Sohn & Co
Germany
$3.36M
MME
216
Meag Munich Ergo
Germany
$3.34M
EMPI
217
Elo Mutual Pension Insurance
Finland
$3.33M
AIP
218
Ameritas Investment Partners
Nebraska
$3.31M
SC
219
Searle & Co
Connecticut
$3.22M
Toronto Dominion Bank
220
Toronto Dominion Bank
Ontario, Canada
$3.12M
BHCM
221
Brevan Howard Capital Management
Jersey
$3.06M
KWM
222
Kingsview Wealth Management
Oregon
$3.01M
FNA
223
First National Advisers
Nebraska
$2.95M
URS
224
Utah Retirement Systems
Utah
$2.89M
Mirae Asset Global Investments
225
Mirae Asset Global Investments
South Korea
$2.89M