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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
VIS
376
Vega Investment Solutions
France
$65.1K
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$51K
SS
378
SBI Securities
Japan
$48.3K
IAIM
379
International Assets Investment Management
Florida
$46.1K
DekaBank Deutsche Girozentrale
380
DekaBank Deutsche Girozentrale
Germany
$46K
SCM
381
Sterling Capital Management
North Carolina
$46K
SIP
382
Sellwood Investment Partners
Oregon
$46K
KAS
383
Kemnay Advisory Services
New York
$41.5K
PWPS
384
Pinnacle Wealth Planning Services
Ohio
$38.8K
VCM
385
Versant Capital Management
Arizona
$37.9K
AAP
386
Arax Advisory Partners
Colorado
$37.3K
FFA
387
Farther Finance Advisors
California
$35.2K
SAM
388
Smartleaf Asset Management
Massachusetts
$35.1K
Optiver Holding
389
Optiver Holding
Netherlands
$34.3K
AIM
390
Axiom Investment Management
New York
$33.1K
LSA
391
Leonteq Securities AG
Switzerland
$31.9K
WA
392
WPG Advisers
Maryland
$31.7K
EPL
393
Essential Partners LLC
California
$30.5K
AWA
394
Acumen Wealth Advisors
Tennessee
$26.8K
WSFS
395
Wilmington Savings Fund Society
Delaware
$25.1K
SC
396
SMA Capital
New York
$24.7K
LFG
397
Larson Financial Group
Missouri
$23.6K
AIM
398
Arcadia Investment Management
Michigan
$22.3K
PFBT
399
Parkside Financial Bank & Trust
Missouri
$21.6K
TWD
400
True Wealth Design
Ohio
$20.1K