Equitable Holdings
576 hedge funds and large institutions have $15.6B invested in Equitable Holdings in 2025 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 217 increasing their positions, 193 reducing their positions, and 51 closing their positions.
92% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 51
19% more call options, than puts
Call options by funds: $6.31M | Put options by funds: $5.32M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 193
9% more capital invested
Capital invested by funds: $14.2B → $15.6B (+$1.33B)
8% more funds holding
Funds holding: 533 → 576 (+43)
1.18% more ownership
Funds ownership: 96.28% → 97.46% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$132M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$120M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$109M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$108M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$250M |
| 2 |
SC
Sessa Capital
New York
|
-$121M |
| 3 |
Pzena Investment Management
New York
|
-$120M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$93.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$82.2M |
EQH Hedge Fund Activity: Q1 2025 in Review
576 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2025, worth a combined $15.6B — up 9.3% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new EQH positions and 51 closed out — a net gain of 47 holders — while 217 added to existing stakes and 193 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $132M. The largest seller was First Trust Advisors, cutting an estimated $250M.
- 576 institutional investors held Equitable Holdings (EQH) as of Q1 2025, up from 533 in Q4 2024.
- Funds reported $15.6B of Equitable Holdings stock for Q1 2025, up 9.3% quarter-over-quarter.
- 98 funds opened new Equitable Holdings positions in Q1 2025 and 51 closed out, a net change of +47 holders.
- The largest Equitable Holdings buyer in Q1 2025 was Viking Global Investors, an estimated $132M added.
- The largest Equitable Holdings seller in Q1 2025 was First Trust Advisors, an estimated $250M sold.
Based on aggregated 13F filings for Q1 2025.