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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 %
SSWM
251
Sheets Smith Wealth Management
North Carolina
$882K +$16.4K +157 +2%
Polen Capital Management
252
Polen Capital Management
Florida
$864K +$864K +8,243 New
AA
253
ALPS Advisors
Colorado
$850K -$74.3K -709 -8%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$841K -$15.2K -145 -2%
QCM
255
Quantinno Capital Management
New York
$835K +$324K +3,095 +63%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$826K +$275K +2,621 +50%
CFC
257
Coyle Financial Counsel
Illinois
$818K +$818K +7,813 New
HSBC Holdings
258
HSBC Holdings
United Kingdom
$793K +$469K +4,472 +145%
GCP
259
GSA Capital Partners
United Kingdom
$789K +$789K +7,533 New
OCM
260
One Capital Management
California
$786K +$786K +7,501 New
CIM
261
CIM Investment Management
Pennsylvania
$786K +$394K +3,927 +101%
LCM
262
Legato Capital Management
California
$752K – – –
BPC
263
Bryce Point Capital
New York
$739K +$739K +7,056 New
PWS
264
Peterson Wealth Services
Utah
$727K – – –
EI
265
Ethic Inc
New York
$721K +$192K +1,826 +36%
BAM
266
Belpointe Asset Management
Nevada
$706K -$190K -1,814 -21%
FCA
267
Fortis Capital Advisors
Kansas
$706K -$190K -1,814 -21%
SAM
268
Securian Asset Management
Minnesota
$692K – – –
RCM
269
Radnor Capital Management
Pennsylvania
$688K +$55K +525 +9%
P
270
&Partners
Tennessee
$687K +$294K +2,808 +75%
II
271
Inspire Investing
Idaho
$675K -$114K -1,085 -14%
SI
272
Stephens Inc
Arkansas
$673K +$113K +1,079 +20%
IFWM
273
Institute for Wealth Management
Colorado
$668K -$7.12K -68 -1%
NAM
274
NorthCrest Asset Manangement
Minnesota
$658K +$3.47K +34 +0.5%
DFCM
275
Dark Forest Capital Management
Puerto Rico
$636K +$636K +6,072 New
9 10
11
12 13