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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
Focus Partners Wealth
301
Focus Partners Wealth
Massachusetts
$460K
IGGA
302
Iron Gate Global Advisors
Utah
$452K
KWM
303
Keebeck Wealth Management
Illinois
$449K
Acadian Asset Management
304
Acadian Asset Management
Massachusetts
$449K
Neuberger Berman Group
305
Neuberger Berman Group
New York
$447K
EWA
306
EP Wealth Advisors
California
$435K
FCM
307
Fieldview Capital Management
Michigan
$426K
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$423K
MA
309
Mutual Advisors
Nebraska
$422K
HCM
310
Hodges Capital Management
Texas
$418K
VHAM
311
Van Hulzen Asset Management
California
$418K
NFP
312
Narus Financial Partners
Utah
$418K
BBVA
313
Banco Bilbao Vizcaya Argentaria
Spain
$400K
CB
314
Commerce Bank
Missouri
$380K
CFG
315
Citizens Financial Group
Rhode Island
$374K
BIG
316
Brooklyn Investment Group
New York
$371K
SL
317
Summitry LLC
California
$365K
MFS
318
Mattson Financial Services
Michigan
$355K
CWP
319
Curated Wealth Partners
California
$344K
KFAS
320
Keating Financial Advisory Services
Kansas
$324K
CIM
321
CIM Investment Management
Pennsylvania
$319K
ECM
322
Evergreen Capital Management
Washington
$317K
DnB Asset Management
323
DnB Asset Management
Norway
$311K
Nisa Investment Advisors
324
Nisa Investment Advisors
Missouri
$308K
FT
325
Fiduciary Trust
Massachusetts
$308K