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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 %
1IA
351
1620 Investment Advisors
Massachusetts
$219K -$733 -7 -0.3%
MYAM
352
Meiji Yasuda Asset Management
Japan
$217K +$217K +2,072 New
CCM
353
Coldstream Capital Management
Washington
$212K +$14.5K +138 +7%
PA
354
PharVision Advisers
Florida
$212K +$212K +2,019 New
STA
355
Summit Trail Advisors
New York
$210K -$170K -1,627 -45%
GI
356
GAMMA Investing
California
$210K +$45.6K +435 +28%
SAM
357
Shell Asset Management
Netherlands
$209K -$45.7K -437 -18%
CDDEC
358
Caisse Des Depots Et Consignations
France
$208K -$1.6M -15,311 -89%
NAS
359
Nicolet Advisory Services
Wisconsin
$206K -$52K -571 -20%
MFG
360
Merit Financial Group
Georgia
$203K +$203K +1,940 New
AHL
361
Abel Hall LLC
Louisiana
$203K +$203K +1,939 New
PAG
362
Private Advisor Group
New Jersey
$202K -$116K -1,109 -37%
Daiwa Securities Group
363
Daiwa Securities Group
Japan
$199K -$20.9K -200 -10%
AF
364
Aviso Financial
Ontario, Canada
$197K +$9.32K +89 +5%
Mitsubishi UFJ Asset Management
365
Mitsubishi UFJ Asset Management
Japan
$196K -$30.5K -291 -13%
BIG
366
Brooklyn Investment Group
New York
$178K +$159K +1,515 +810%
Skandinaviska Enskilda Banken (SEB)
367
Skandinaviska Enskilda Banken (SEB)
Sweden
$175K +$63.1K +602 +56%
PA
368
Parallel Advisors
California
$152K +$27.8K +265 +22%
WSFS
369
Wilmington Savings Fund Society
Delaware
$135K – – –
S
370
SignatureFD
Georgia
$135K +$23.3K +222 +21%
ARMT
371
Amica Retiree Medical Trust
Rhode Island
$121K -$39.4K -375 -25%
NS
372
NBC Securities
Alabama
$116K +$116K +1,108 New
HFS
373
Hantz Financial Services
Michigan
$115K +$111K +1,061 +2,588%
FHA
374
First Horizon Advisors
Tennessee
$111K -$1.89K -18 -2%
CA
375
Clearstead Advisors
Ohio
$102K +$71.1K +679 +233%
13 14
15
16 17