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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 %
HIA
376
Harbor Investment Advisory
Maryland
$97.1K – – –
Fifth Third Bancorp
377
Fifth Third Bancorp
Ohio
$95.1K -$4.92K -47 -5%
Optiver Holding
378
Optiver Holding
Netherlands
$92.5K +$4.51K +43 +5%
UB
379
UMB Bank
Missouri
$90.7K +$1.89K +18 +2%
SPIA
380
Steward Partners Investment Advisory
New York
$90.3K -$1.49M -14,179 -94%
BNP Paribas Asset Management
381
BNP Paribas Asset Management
France
$90K +$90K +863 New
VIS
382
Vega Investment Solutions
France
$81.6K -$79K -754 -49%
SS
383
SBI Securities
Japan
$79.2K +$78.9K +753 +25,100%
HNB
384
Huntington National Bank
Ohio
$78.6K +$42.7K +408 +119%
AF
385
Allworth Financial
California
$78.3K +$57.8K +552 +283%
QL
386
Quarry LP
New York
$77.6K +$63.7K +608 +457%
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$74.4K +$5.76K +55 +8%
SIP
388
Sellwood Investment Partners
Oregon
$57.6K +$57.6K +550 New
DekaBank Deutsche Girozentrale
389
DekaBank Deutsche Girozentrale
Germany
$57K – – –
LFG
390
Larson Financial Group
Missouri
$52.9K -$19.3K -184 -27%
Fuller & Thaler Asset Management
391
Fuller & Thaler Asset Management
California
$50.5K -$28.8K -275 -36%
VCM
392
Versant Capital Management
Arizona
$47.7K +$13.9K +133 +41%
SAM
393
Smartleaf Asset Management
Massachusetts
$44K +$3.04K +29 +7%
Nomura Asset Management
394
Nomura Asset Management
Japan
$44K – – –
A
395
AlphaQuest
New York
$43K -$107K -1,020 -71%
MCM
396
MAI Capital Management
Ohio
$38.6K +$1.57K +15 +4%
AAP
397
Arax Advisory Partners
Colorado
$37.6K +$4.71K +45 +14%
CFB
398
Cullen/Frost Bankers
Texas
$37.1K +$23.5K +224 +172%
WA
399
WPG Advisers
Maryland
$37K +$3.35K +32 +10%
C
400
Covestor
United Kingdom
$35K -$91K -876 -72%
14 15
16
17 18