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Equitable Holdings

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: 582562 (-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: 97 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.63B -$90.2M -1,702,001 -5%
BlackRock
2
BlackRock
New York
$1.47B -$40.3M -760,670 -3%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$889M -$5.75M -108,554 -0.6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$819M -$33.7M -636,708 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$629M -$23.5M -444,074 -3%
State Street
6
State Street
Massachusetts
$623M -$3.16M -59,689 -0.5%
Capital International Investors
7
Capital International Investors
California
$559M +$193M +3,645,301 +49%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$328M -$55.5M -1,047,245 -14%
TIM
9
Thornburg Investment Management
New Mexico
$247M +$655K +12,370 +0.3%
Invesco
10
Invesco
Georgia
$239M -$109M -2,062,901 -30%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$235M -$46M -868,823 -16%
Pzena Investment Management
12
Pzena Investment Management
New York
$218M +$2.96M +55,798 +1%
CM
13
Conifer Management
New York
$213M -$42.4M -800,000 -16%
Northern Trust
14
Northern Trust
Illinois
$206M -$15.3M -288,264 -7%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$205M -$162K -3,056 -0.1%
Morgan Stanley
16
Morgan Stanley
New York
$204M -$9.94M -187,638 -4%
Boston Partners
17
Boston Partners
Massachusetts
$185M +$3.83M +72,267 +2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$185M -$19.4M -366,602 -9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$152M -$1.19M -22,518 -0.7%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$145M -$4.32M -81,633 -3%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$133M -$137M -2,592,861 -50%
First Trust Advisors
22
First Trust Advisors
Illinois
$121M -$21.2M -401,077 -14%
Goldman Sachs
23
Goldman Sachs
New York
$119M -$56.5M -1,066,406 -31%
Federated Hermes
24
Federated Hermes
Pennsylvania
$110M -$3.67M -69,297 -3%
Principal Financial Group
25
Principal Financial Group
Iowa
$108M -$9.55M -180,219 -8%