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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 %
SAM
276
Stansberry Asset Management
Texas
$632K -$37K -353 -6%
NFP
277
Narus Financial Partners
Utah
$628K +$21.5K +205 +4%
BEI
278
Benjamin Edwards Inc
Missouri
$626K +$626K +5,972 New
CGH
279
Crossmark Global Holdings
Texas
$610K -$49.6K -473 -8%
IQI
280
Integrated Quantitative Investments
Washington
$608K +$608K +5,807 New
BBL
281
Beck Bode LLC
Massachusetts
$605K +$41.5K +396 +7%
Wealth Enhancement Advisory Services
282
Wealth Enhancement Advisory Services
Minnesota
$602K -$49.8K -487 -8%
AssetMark Inc
283
AssetMark Inc
California
$573K -$43.9K -419 -7%
Janney Montgomery Scott
284
Janney Montgomery Scott
Pennsylvania
$568K -$89.9K -858 -14%
MA
285
Mutual Advisors
Nebraska
$565K +$68K +708 +14%
CB
286
Commerce Bank
Missouri
$560K -$72K -687 -11%
EWA
287
EP Wealth Advisors
California
$541K -$21.8K -208 -4%
ATPW
288
Ashton Thomas Private Wealth
Arizona
$536K +$536K +5,112 New
CWM
289
Congress Wealth Management
Massachusetts
$535K +$192K +1,834 +56%
NSEDCP
290
NJ State Employees Deferred Compensation Plan
New Jersey
$524K – – –
AFG
291
Atomi Financial Group
New York
$522K +$28.9K +276 +6%
Corient Private Wealth
292
Corient Private Wealth
Florida
$518K +$518K +4,977 New
SI
293
Shaker Investments
Ohio
$509K +$509K +4,861 New
SRL
294
Scientech Research LLC
New Jersey
$500K +$500K +4,770 New
BBVA
295
Banco Bilbao Vizcaya Argentaria
Spain
$492K +$492K +4,666 New
BCM
296
BTC Capital Management
Iowa
$486K -$99K -947 -17%
SG Americas Securities
297
SG Americas Securities
New York
$478K -$134K -1,280 -22%
KWM
298
Keebeck Wealth Management
Illinois
$472K +$472K +4,507 New
JF
299
Jump Financial
Illinois
$449K +$449K +4,284 New
AWA
300
Arkadios Wealth Advisors
Georgia
$433K +$46.7K +446 +12%
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