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Equitable Holdings
EQH

532 hedge funds and large institutions have $14.2B invested in Equitable Holdings in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 188 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 45

13% more capital invested

Capital invested by funds: $12.6B → $14.2B (+$1.68B)

6% more funds holding

Funds holding: 502 → 532 (+30)

2% more ownership

Funds ownership: 94.27% → 96.27% (+2%)

6% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 199

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

58% less call options, than puts

Call options by funds: $4.7M | Put options by funds: $11.2M

Holders
532
Holders Change
+30
Holders Change %
+5.98%
% of All Funds
7.01%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
85
Increased
188
Reduced
199
Closed
45
Calls
$4.7M
Puts
$11.2M
Net Calls
-$6.46M
Net Calls Change
-$708K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$153M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$63.2M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$58.3M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$57.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$52.8M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$381M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$106M
3
SC
Sessa Capital
New York
-$68.4M
4
BlackRock
BlackRock
New York
-$56.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$46.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B -$28M -606,784 -2%
BlackRock
2
BlackRock
New York
$1.4B -$56.6M -1,226,080 -4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1B +$24.7M +535,671 +3%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$898M +$3.69M +79,999 +0.4%
Norges Bank
5
Norges Bank
Norway
$668M -$26M -563,690 -4%
State Street
6
State Street
Massachusetts
$614M +$2.31M +49,994 +0.4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$416M +$153M +3,303,449 +60%
Pzena Investment Management
8
Pzena Investment Management
New York
$386M -$381M -8,240,811 -50%
Invesco
9
Invesco
Georgia
$382M +$16.4M +355,078 +5%
First Trust Advisors
10
First Trust Advisors
Illinois
$370M +$17.3M +375,232 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$265M -$2.12M -45,873 -0.8%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$261M +$28.7M +620,926 +13%
TIM
13
Thornburg Investment Management
New Mexico
$248M – – –
CM
14
Conifer Management
New York
$236M -$46.2M -1,000,000 -17%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$202M -$9.88M -213,891 -5%
Northern Trust
16
Northern Trust
Illinois
$200M +$41M +887,123 +26%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$191M -$3.8M -82,216 -2%
Morgan Stanley
18
Morgan Stanley
New York
$178M -$1.24M -26,910 -0.7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$143M -$22.1M -478,612 -14%
Amundi
20
Amundi
France
$130M +$44.2M +957,828 +56%
Capital International Investors
21
Capital International Investors
California
$123M +$23.5M +508,030 +24%
UBS AM
22
UBS AM
Illinois
$121M +$15.6M +337,883 +15%
Principal Financial Group
23
Principal Financial Group
Iowa
$121M +$7.36M +159,320 +7%
SC
24
Sessa Capital
New York
$121M -$68.4M -1,480,335 -37%
Goldman Sachs
25
Goldman Sachs
New York
$111M +$32.9M +713,417 +44%
1
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EQH Hedge Fund Activity: Q4 2024 in Review

532 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q4 2024, worth a combined $14.2B — up 13% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EQH positions and 45 closed out — a net gain of 40 holders — while 188 added to existing stakes and 199 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $153M. The largest seller was Pzena Investment Management, cutting an estimated $381M.

  • 532 institutional investors held Equitable Holdings (EQH) as of Q4 2024, up from 502 in Q3 2024.
  • Funds reported $14.2B of Equitable Holdings stock for Q4 2024, up 13% quarter-over-quarter.
  • 85 funds opened new Equitable Holdings positions in Q4 2024 and 45 closed out, a net change of +40 holders.
  • The largest Equitable Holdings buyer in Q4 2024 was Wellington Management Group, an estimated $153M added.
  • The largest Equitable Holdings seller in Q4 2024 was Pzena Investment Management, an estimated $381M sold.

Based on aggregated 13F filings for Q4 2024.