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HealthEquity
HQY

Overview Fund Activity

481 hedge funds and large institutions have $9.55B invested in HealthEquity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
6.45%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
79
Increased
174
Reduced
173
Closed
50
Calls
$34.3M
Puts
$24.8M
Net Calls
+$9.47M
Net Calls Change
+$9.96M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$81.4M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$73.5M
3
ACP
Atalan Capital Partners
New York
+$73.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$69.3M
5
Man Group
Man Group
United Kingdom
+$24.8M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$119M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$73.8M
3
Franklin Resources
Franklin Resources
California
-$58.7M
4
ClearBridge Investments
ClearBridge Investments
New York
-$55.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$1.4M +$34.3K +327 +3%
Pictet Asset Management
227
Pictet Asset Management
Switzerland
$1.39M -$65.7K -627 -5%
EGM
228
Engineers Gate Manager
New York
$1.37M +$1.37M +13,077 New
Vontobel Holding
229
Vontobel Holding
Switzerland
$1.33M -$221K -2,105 -14%
X
230
Xponance
Pennsylvania
$1.27M -$26.1K -249 -2%
CAG
231
Crestwood Advisors Group
Massachusetts
$1.27M -$68.9K -658 -5%
SSA
232
Schonfeld Strategic Advisors
New York
$1.26M +$1.26M +11,992 New
Osaic Holdings
233
Osaic Holdings
Arizona
$1.25M -$1.64K -16 -0.1%
AMI
234
Amica Mutual Insurance
Rhode Island
$1.24M -$399K -3,806 -24%
TI
235
Tidal Investments
Wisconsin
$1.23M +$1.23M +11,700 New
NA
236
NewEdge Advisors
Louisiana
$1.22M -$98.6K -941 -7%
PEAK6
237
PEAK6
Illinois
$1.22M +$1.22M +11,601 New
PP
238
Prudential plc
United Kingdom
$1.16M -$44K -420 -4%
QCG
239
Quadrant Capital Group
Ohio
$1.16M +$569K +5,436 +97%
Stifel Financial
240
Stifel Financial
Missouri
$1.15M -$424K -4,051 -27%
VPIM
241
Vanguard Personalized Indexing Management
California
$1.11M +$237K +2,263 +27%
CWM
242
CIBC World Markets
New York
$1.1M -$893K -8,522 -45%
AAS
243
Avantax Advisory Services
Texas
$1.07M -$34K -325 -3%
SOADOR
244
State of Alaska Department of Revenue
Alaska
$1.02M -$43.5K -415 -4%
Tudor Investment Corp
245
Tudor Investment Corp
Connecticut
$996K +$996K +9,509 New
Federated Hermes
246
Federated Hermes
Pennsylvania
$983K -$39.1K -373 -4%
HA
247
HC Advisors
Georgia
$930K – – –
FRM
248
Fox Run Management
Connecticut
$915K +$915K +8,738 New
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$901K -$62.3K -595 -6%
Capstone Investment Advisors
250
Capstone Investment Advisors
New York
$896K +$896K +8,552 New
8 9
10
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