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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
IFWM
251
Institute for Wealth Management
Colorado
$878K
SOW
252
State of Wyoming
Wyoming
$866K
FGP
253
Freestone Grove Partners
California
$809K
SPIA
254
Steward Partners Investment Advisory
New York
$802K
PI
255
PineBridge Investments
New York
$791K
Osaic Holdings
256
Osaic Holdings
Arizona
$790K
SEM
257
Suncoast Equity Management
Florida
$773K
AA
258
ALPS Advisors
Colorado
$766K
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$757K
MP
260
Mangrove Partners
Connecticut
$735K
PFS
261
Prospera Financial Services
Texas
$732K
HA
262
HC Advisors
Georgia
$726K
Connor, Clark & Lunn Investment Management (CC&L)
263
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$720K
CL
264
CSS LLC
Illinois
$720K
SSWM
265
Sheets Smith Wealth Management
North Carolina
$712K
SAM
266
Stansberry Asset Management
Texas
$700K
Federated Hermes
267
Federated Hermes
Pennsylvania
$698K
RCM
268
Radnor Capital Management
Pennsylvania
$698K
SOADOR
269
State of Alaska Department of Revenue
Alaska
$696K
TRCT
270
Tower Research Capital (TRC)
New York
$694K
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$688K
GCM
272
Graham Capital Management
Connecticut
$671K
II
273
Inspire Investing
Idaho
$662K
CIA
274
Concurrent Investment Advisors
Florida
$656K
QCG
275
Quadrant Capital Group
Ohio
$656K