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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
$127M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$133M
3
ACP
Atalan Capital Partners
New York
$73.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
$116M
5
Man Group
Man Group
United Kingdom
$26.7M

Top Sellers

1
WA
Wasatch Advisors
Utah
$639M
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Franklin Resources
Franklin Resources
California
$87.4M
4
ClearBridge Investments
ClearBridge Investments
New York
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
326
Summitry LLC
California
$302K +$64K +611 +27%
HWM
327
HB Wealth Management
Georgia
$298K -$42.3K -404 -12%
DWM
328
Dakota Wealth Management
Florida
$297K +$4.09K +39 +1%
IC
329
IEQ Capital
California
$296K -$12.3K -117 -4%
FTWA
330
Fifth Third Wealth Advisors
Ohio
$293K +$733 +7 +0.3%
CAM
331
Cresset Asset Management
Illinois
$289K -$271K -2,588 -48%
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$283K – – –
PWG
333
Portside Wealth Group
Utah
$283K +$3.35K +32 +1%
SI
334
Scharf Investments
California
$278K – – –
BRWA
335
B. Riley Wealth Advisors
Florida
$273K +$273K +2,608 New
Truist Financial
336
Truist Financial
North Carolina
$271K +$5.45K +52 +2%
BAM
337
Blueshift Asset Management
New Jersey
$268K -$1.06M -10,108 -80%
FC
338
Farringdon Capital
United Kingdom
$263K +$263K +2,509 New
VWM
339
Venturi Wealth Management
Texas
$260K – – –
GWM
340
Gibbs Wealth Management
Georgia
$259K +$259K +2,471 New
PGFC
341
Peapack-Gladstone Financial Corp
New Jersey
$257K +$11.7K +112 +5%
AAM
342
Advisors Asset Management
Colorado
$255K +$11.5K +110 +5%
ECM
343
Everence Capital Management
Indiana
$255K – – –
KBC Group
344
KBC Group
Belgium
$253K -$141K -1,341 -36%
CWP
345
Curated Wealth Partners
California
$249K -$59.2K -565 -19%
IFA
346
Index Fund Advisors
California
$246K +$246K +2,344 New
FFM
347
Forum Financial Management
Illinois
$241K +$524 +5 +0.2%
GLA
348
Great Lakes Advisors
Illinois
$235K +$235K +2,239 New
AB
349
ANB Bank
Colorado
$231K -$6.71K -64 -3%
RA
350
RiverPark Advisors
New York
$228K +$17.8K +170 +8%
12 13
14
15 16