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Equitable Holdings
EQH

562 hedge funds and large institutions have $13.9B invested in Equitable Holdings in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 228 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $4.4M

3% less funds holding

Funds holding: 582 → 562 (-20)

5.99% less ownership

Funds ownership: 97.23% → 91.25% (-6%)

16% less capital invested

Capital invested by funds: $16.6B → $13.9B (-$2.69B)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

20% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 228

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
562
Holders Change
-20
Holders Change %
-3.44%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
65
Increased
182
Reduced
228
Closed
79
Calls
$7.96M
Puts
$4.4M
Net Calls
+$3.56M
Net Calls Change
-$17M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$193M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$106M
3
LCOV
London Company of Virginia
Virginia
+$63.9M
4
Millennium Management
Millennium Management
New York
+$61.4M
5
CAM
Close Asset Management
United Kingdom
+$47M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$137M
2
Invesco
Invesco
Georgia
-$109M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$90.2M
4
Man Group
Man Group
United Kingdom
-$79.7M
5
Amundi
Amundi
France
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
201
Wedge Capital Management
North Carolina
$3.52M +$107K +2,014 +3%
NMIMC
202
Northwestern Mutual Investment Management Company
Wisconsin
$3.39M -$57.5K -1,086 -2%
EI
203
Ethic Inc
New York
$3.39M -$1.35M -25,454 -28%
N
204
Natixis
France
$3.38M -$31.1M -587,701 -90%
LPL Financial
205
LPL Financial
California
$3.34M -$783K -14,781 -18%
DekaBank Deutsche Girozentrale
206
DekaBank Deutsche Girozentrale
Germany
$3.33M – – –
DAS
207
Dynamic Advisor Solutions
Arizona
$3.28M +$163K +3,086 +5%
LCS
208
Levin Capital Strategies
New York
$3.26M +$3.4M +64,141 New
NAAA
209
New Age Alpha Advisors
New York
$3.24M -$104K -1,959 -3%
EMPI
210
Elo Mutual Pension Insurance
Finland
$3.23M +$223K +4,217 +7%
MWM
211
Meridian Wealth Management
Kentucky
$3.19M -$16K -302 -0.5%
Macquarie Group
212
Macquarie Group
Australia
$3.15M +$4.34K +82 +0.1%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$3.1M -$19.5M -367,407 -86%
NMERB
214
New Mexico Educational Retirement Board
New Mexico
$3.1M -$233K -4,400 -7%
PD
215
Point72 (DIFC)
United Arab Emirates
$3.08M +$3.21M +60,601 New
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$3.06M -$79.5K -1,500 -2%
BMSSC
217
B. Metzler seel. Sohn & Co
Germany
$3.05M – – –
SI
218
Stephens Inc
Arkansas
$3.03M -$349K -6,591 -10%
SC
219
Searle & Co
Connecticut
$2.92M – – –
AIP
220
Ameritas Investment Partners
Nebraska
$2.85M -$151K -2,855 -5%
DTL
221
Dynamic Technology Lab
Singapore
$2.81M +$2.93M +55,394 New
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$2.74M +$128K +2,410 +5%
ET
223
Entropy Technologies
New York
$2.7M -$569K -10,745 -17%
FNA
224
First National Advisers
Nebraska
$2.69M +$19.9K +376 +0.7%
O
225
Ossiam
France
$2.68M +$2.8M +52,873 New
7 8
9
10 11

EQH Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2025, worth a combined $13.9B — down 16% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of EQH and 65 opened new positions — a net loss of 14 holders — while 228 trimmed existing stakes and 182 added.

The largest buyer was Capital International Investors, adding an estimated $193M. The largest seller was Acadian Asset Management, cutting an estimated $137M.

  • 562 institutional investors held Equitable Holdings (EQH) as of Q3 2025, down from 582 in Q2 2025.
  • Funds reported $13.9B of Equitable Holdings stock for Q3 2025, down 16% quarter-over-quarter.
  • 65 funds opened new Equitable Holdings positions in Q3 2025 and 79 closed out, a net change of -14 holders.
  • The largest Equitable Holdings buyer in Q3 2025 was Capital International Investors, an estimated $193M added.
  • The largest Equitable Holdings seller in Q3 2025 was Acadian Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2025.