Equitable Holdings
543 hedge funds and large institutions have $9.73B invested in Equitable Holdings in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 189 increasing their positions, 206 reducing their positions, and 86 closing their positions.
1% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 86
8% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 206
2% less funds holding
Funds holding: 552 → 543 (-9)
4.21% less ownership
Funds ownership: 97.79% → 93.58% (-4.2%)
27% less capital invested
Capital invested by funds: $13.4B → $9.73B (-$3.62B)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
62% less call options, than puts
Call options by funds: $3.19M | Put options by funds: $8.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$124M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$106M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$89.2M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$86.6M |
| 5 |
Jane Street
New York
|
+$62.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$169M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$133M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$87.6M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$57.4M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$56M |
EQH Hedge Fund Activity: Q1 2026 in Review
543 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2026, worth a combined $9.73B — down 27% from $13.4B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of EQH and 85 opened new positions — a net loss of 1 holder — while 206 trimmed existing stakes and 189 added.
The largest buyer was Diamond Hill Capital Management, adding an estimated $124M. The largest seller was Boston Partners, exiting entirely with an estimated $169M sold.
- 543 institutional investors held Equitable Holdings (EQH) as of Q1 2026, down from 552 in Q4 2025.
- Funds reported $9.73B of Equitable Holdings stock for Q1 2026, down 27% quarter-over-quarter.
- 85 funds opened new Equitable Holdings positions in Q1 2026 and 86 closed out, a net change of -1 holder.
- The largest Equitable Holdings buyer in Q1 2026 was Diamond Hill Capital Management, an estimated $124M added.
- The largest Equitable Holdings seller in Q1 2026 was Boston Partners, an estimated $169M sold.
Based on aggregated 13F filings for Q1 2026.