Equitable Holdings
552 hedge funds and large institutions have $13.4B invested in Equitable Holdings in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 255 reducing their positions, and 75 closing their positions.
6,407% more call options, than puts
Call options by funds: $2.8M | Put options by funds: $43K
6.54% more ownership
Funds ownership: 91.25% → 97.79% (+6.5%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 75
4% less capital invested
Capital invested by funds: $13.9B → $13.4B (-$528M)
2% less funds holding
Funds holding: 563 → 552 (-11)
38% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 255
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$120M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$114M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$109M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$90.3M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$84.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$194M |
| 2 |
BlackRock
New York
|
-$79M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$70.9M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$67.7M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$59M |
EQH Hedge Fund Activity: Q4 2025 in Review
552 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q4 2025, worth a combined $13.4B — down 3.8% from $13.9B a quarter earlier.
Fund positioning in EQH was balanced in Q4 2025: 75 funds opened new positions, 75 closed out, 157 added to existing stakes and 255 trimmed.
The largest buyer was Capital International Investors, adding an estimated $120M. The largest seller was Wellington Management Group, cutting an estimated $194M.
- 552 institutional investors held Equitable Holdings (EQH) as of Q4 2025, down from 563 in Q3 2025.
- Funds reported $13.4B of Equitable Holdings stock for Q4 2025, down 3.8% quarter-over-quarter.
- 75 funds opened new Equitable Holdings positions in Q4 2025 and 75 closed out, a net change of 0 holders.
- The largest Equitable Holdings buyer in Q4 2025 was Capital International Investors, an estimated $120M added.
- The largest Equitable Holdings seller in Q4 2025 was Wellington Management Group, an estimated $194M sold.
Based on aggregated 13F filings for Q4 2025.