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Equitable Holdings
EQH

Overview Fund Activity

571 hedge funds and large institutions have $17.1B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 190 reducing their positions, and 50 closing their positions.

Holders
571
Holders Change
+42
Holders Change %
+7.94%
% of All Funds
7.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
99
Increased
214
Reduced
190
Closed
50
Calls
$6.31M
Puts
$5.32M
Net Calls
+$985K
Net Calls Change
+$7.45M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$171M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$110M
4
Boston Partners
4
Boston Partners
Massachusetts
$108M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$567M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$159M
3
TIM
3
Thornburg Investment Management
New Mexico
$2.53B
4
SC
4
Sessa Capital
New York
$0
5
Pzena Investment Management
5
Pzena Investment Management
New York
$307M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Thornburg Investment Management
New Mexico
$2.53B 4,855,273 -412,720 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.76B 33,855,824 -1,781,710 -5%
BlackRock
3
BlackRock
New York
$1.58B 30,255,952 +527,587 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.03B 19,708,542 -1,569,894 -7%
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$978M 18,769,261 -263,009 -1%
State Street
6
State Street
Massachusetts
$669M 12,846,403 -180,461 -1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$567M 10,878,516 +2,061,496 +23%
Invesco
8
Invesco
Georgia
$362M 6,950,836 -1,138,210 -14%
Pzena Investment Management
9
Pzena Investment Management
New York
$307M 5,902,357 -2,288,971 -28%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$305M 5,877,068 +247,630 +4%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$302M 5,789,138 +265,759 +5%
CM
12
Conifer Management
New York
$260M 5,000,000 – –
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$221M 4,243,570 -47,762 -1%
Capital International Investors
14
Capital International Investors
California
$220M 4,219,807 +1,618,164 +62%
Northern Trust
15
Northern Trust
Illinois
$219M 4,210,016 -32,676 -0.8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$211M 4,043,360 -9,412 -0.2%
Morgan Stanley
17
Morgan Stanley
New York
$193M 3,698,229 -75,000 -2%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$173M 3,370,532 +1,807,360 +116%
Viking Global Investors
19
Viking Global Investors
Connecticut
$171M 3,279,559 +2,515,236 +329%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$160M 3,073,520 +2,290,402 +292%
First Trust Advisors
21
First Trust Advisors
Illinois
$159M 3,056,851 -4,783,564 -61%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$158M 3,035,946 +6,511 +0.2%
UBS AM
23
UBS AM
Illinois
$135M 2,584,190 +25,951 +1%
Principal Financial Group
24
Principal Financial Group
Iowa
$130M 2,490,221 -64,669 -3%
Goldman Sachs
25
Goldman Sachs
New York
$121M 2,328,989 -15,531 -0.7%
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