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HealthEquity

481 hedge funds and large institutions have $7.2B invested in HealthEquity in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 179 increasing their positions, 180 reducing their positions, and 97 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: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

6% less funds holding

Funds holding: 510481 (-29)

12% less capital invested

Capital invested by funds: $8.16B → $7.2B (-$959M)

19% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 97

Holders
481
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
KWM
301
Keebeck Wealth Management
Illinois
$449K
Acadian Asset Management
302
Acadian Asset Management
Massachusetts
$449K
Neuberger Berman Group
303
Neuberger Berman Group
New York
$447K
EWA
304
EP Wealth Advisors
California
$435K
FCM
305
Fieldview Capital Management
Michigan
$426K
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$423K
MA
307
Mutual Advisors
Nebraska
$422K
HCM
308
Hodges Capital Management
Texas
$418K
VHAM
309
Van Hulzen Asset Management
California
$418K
NFP
310
Narus Financial Partners
Utah
$418K
BBVA
311
Banco Bilbao Vizcaya Argentaria
Spain
$400K
CB
312
Commerce Bank
Missouri
$380K
CFG
313
Citizens Financial Group
Rhode Island
$374K
BIG
314
Brooklyn Investment Group
New York
$371K
SL
315
Summitry LLC
California
$365K
MFS
316
Mattson Financial Services
Michigan
$355K
CWP
317
Curated Wealth Partners
California
$344K
KFAS
318
Keating Financial Advisory Services
Kansas
$324K
CIM
319
CIM Investment Management
Pennsylvania
$319K
ECM
320
Evergreen Capital Management
Washington
$317K
DnB Asset Management
321
DnB Asset Management
Norway
$311K
Nisa Investment Advisors
322
Nisa Investment Advisors
Missouri
$308K
FT
323
Fiduciary Trust
Massachusetts
$308K
PA
324
Profund Advisors
Maryland
$304K
CCAL
325
City Center Advisors LLC
Michigan
$293K