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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
GT
326
Greenleaf Trust
Michigan
$292K
AF
327
Avanza Fonder
Sweden
$290K
CAG
328
Crestwood Advisors Group
Massachusetts
$288K
HFS
329
Hantz Financial Services
Michigan
$286K
VI
330
Vestcor Inc
New Brunswick, Canada
$282K
EH
331
Equitable Holdings
New York
$282K
HWAM
332
Hennion & Walsh Asset Management
New Jersey
$280K
RWM
333
Ritholtz Wealth Management
New York
$265K
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$262K
CAM
335
Cresset Asset Management
Illinois
$259K
MIA
336
MeadowBrook Investment Advisors
Michigan
$254K
Commonwealth Equity Services
337
Commonwealth Equity Services
Massachusetts
$242K
SCM
338
Shelton Capital Management
Colorado
$241K
BCI
339
Brinker Capital Investments
Pennsylvania
$241K
FTWA
340
Fifth Third Wealth Advisors
Ohio
$240K
MFG
341
Merit Financial Group
Georgia
$237K
EGM
342
Engineers Gate Manager
New York
$237K
ECM
343
Everence Capital Management
Indiana
$235K
FCM
344
Farallon Capital Management
California
$234K
Arrowstreet Capital
345
Arrowstreet Capital
Massachusetts
$232K
FRM
346
Fox Run Management
Connecticut
$231K
HWM
347
HB Wealth Management
Georgia
$229K
MML Investors Services
348
MML Investors Services
Massachusetts
$229K
AWP
349
Abacus Wealth Partners
California
$227K
1IA
350
1620 Investment Advisors
Massachusetts
$226K