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HealthEquity

485 hedge funds and large institutions have $7.21B invested in HealthEquity in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 181 increasing their positions, 180 reducing their positions, and 95 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: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

5% less funds holding

Funds holding: 511485 (-26)

12% less capital invested

Capital invested by funds: $8.16B → $7.21B (-$957M)

17% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 95

Holders
485
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
AssetMark Inc
376
AssetMark Inc
California
$75.3K
HNB
377
Huntington National Bank
Ohio
$72.5K
VIS
378
Vega Investment Solutions
France
$65.1K
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$51K
SS
380
SBI Securities
Japan
$48.3K
IAIM
381
International Assets Investment Management
Florida
$46.1K
DekaBank Deutsche Girozentrale
382
DekaBank Deutsche Girozentrale
Germany
$46K
SCM
383
Sterling Capital Management
North Carolina
$46K
SIP
384
Sellwood Investment Partners
Oregon
$46K
KAS
385
Kemnay Advisory Services
New York
$41.5K
PWPS
386
Pinnacle Wealth Planning Services
Ohio
$38.8K
VCM
387
Versant Capital Management
Arizona
$37.9K
AAP
388
Arax Advisory Partners
Colorado
$37.3K
FFA
389
Farther Finance Advisors
California
$35.2K
SAM
390
Smartleaf Asset Management
Massachusetts
$35.1K
Optiver Holding
391
Optiver Holding
Netherlands
$34.3K
AIM
392
Axiom Investment Management
New York
$33.1K
LSA
393
Leonteq Securities AG
Switzerland
$31.9K
WA
394
WPG Advisers
Maryland
$31.7K
EP
395
Essential Partners
California
$30.5K
AWA
396
Acumen Wealth Advisors
Tennessee
$26.8K
WSFS
397
Wilmington Savings Fund Society
Delaware
$25.1K
SC
398
SMA Capital
New York
$24.7K
LFG
399
Larson Financial Group
Missouri
$23.6K
AIM
400
Arcadia Investment Management
Michigan
$22.3K