HQY icon

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 %
BAM
301
Bosun Asset Management
Illinois
$431K +$431K +4,110 New
MML Investors Services
302
MML Investors Services
Massachusetts
$419K +$43.5K +415 +12%
LFAS
303
Level Four Advisory Services
Texas
$416K +$62K +592 +18%
JG
304
Jain Global
New York
$406K +$406K +3,878 New
AWM
305
Avior Wealth Management
Nebraska
$400K +$400K +3,821 New
Nisa Investment Advisors
306
Nisa Investment Advisors
Missouri
$397K +$11.3K +108 +3%
BCI
307
Brinker Capital Investments
Pennsylvania
$395K +$51.3K +490 +15%
MYIA
308
Mount Yale Investment Advisors
Colorado
$373K +$15.9K +152 +4%
FT
309
Fiduciary Trust
Massachusetts
$372K -$23.6K -225 -6%
HWAM
310
Hennion & Walsh Asset Management
New Jersey
$370K +$41.2K +393 +13%
PA
311
Profund Advisors
Maryland
$369K -$19.7K -188 -5%
Simplex Trading
312
Simplex Trading
Illinois
$363K -$215K -2,051 -37%
AF
313
Avanza Fonder
Sweden
$353K – – –
1C
314
111 Capital
France
$342K +$342K +3,262 New
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$340K -$4.61K -44 -1%
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$337K +$337K +3,213 New
BC
317
Bayforest Capital
United Kingdom
$336K -$191K -1,822 -36%
SCM
318
Shelton Capital Management
Colorado
$325K -$7.65K -73 -2%
MIA
319
MeadowBrook Investment Advisors
Michigan
$324K -$11.5K -110 -3%
SOW
320
State of Wyoming
Wyoming
$322K -$298K -2,844 -48%
Jones Financial Companies
321
Jones Financial Companies
Missouri
$321K +$13.3K +127 +4%
GT
322
Greenleaf Trust
Michigan
$308K +$56.2K +536 +22%
SCP
323
Sivia Capital Partners
California
$306K +$306K +2,919 New
AC
324
Aristeia Capital
Connecticut
$305K -$61.3K -585 -17%
GCM
325
Graham Capital Management
Connecticut
$303K +$303K +2,892 New
11 12
13
14 15