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HealthEquity

485 hedge funds and large institutions have $7.21B invested in HealthEquity in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 181 increasing their positions, 180 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

5% less funds holding

Funds holding: 511485 (-26)

12% less capital invested

Capital invested by funds: $8.16B → $7.21B (-$957M)

17% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 95

Holders
485
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.9M
Puts
$14M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Integrated Wealth Concepts
Massachusetts
$1.2M
VPIM
227
Vanguard Personalized Indexing Management
California
$1.19M
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$1.19M
BEI
229
Benjamin Edwards Inc
Missouri
$1.18M
HW
230
Hancock Whitney
Mississippi
$1.15M
Pacer Advisors
231
Pacer Advisors
Pennsylvania
$1.13M
MMEA
232
Main Management ETF Advisors
California
$1.12M
Pictet Asset Management
233
Pictet Asset Management
Switzerland
$1.12M
Teacher Retirement System of Texas
234
Teacher Retirement System of Texas
Texas
$1.11M
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$1.1M
NA
236
NewEdge Advisors
Louisiana
$1.09M
SC
237
Shay Capital
New York
$1.09M
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$1.09M
OMC
239
Overbrook Management Corp
New York
$1.06M
JF
240
Jump Financial
Illinois
$1.04M
X
241
Xponance
Pennsylvania
$1.02M
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$1.01M
TSW
243
Three Seasons Wealth
Utah
$1,000K
AMI
244
Amica Mutual Insurance
Rhode Island
$987K
FCM
245
FJ Capital Management
Virginia
$937K
ZBNA
246
Zions Bancorporation, National Association
Utah
$917K
ATPW
247
Ashton Thomas Private Wealth
Arizona
$915K
SLI
248
Sumitomo Life Insurance
Japan
$908K
CFC
249
Coyle Financial Counsel
Illinois
$896K
EMPI
250
Elo Mutual Pension Insurance
Finland
$892K