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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 %
CIAM
401
Caitong International Asset Management
Hong Kong
$32.8K +$32.8K +313 New
RA
402
Rise Advisors
New York
$32K – – –
TFA
403
Toth Financial Advisory
Virginia
$30.4K – – –
Mirae Asset Global Investments
404
Mirae Asset Global Investments
South Korea
$29.2K -$2.55M -24,376 -99%
AIM
405
Arcadia Investment Management
Michigan
$28K – – –
GWM
406
Geneos Wealth Management
Colorado
$26.1K -$105 -1 -0.4%
FFA
407
Farther Finance Advisors
California
$25.8K +$18K +172 +232%
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$23.4K +$5.66K +54 +32%
WTC
409
WhitTier Trust Company
Nevada
$23.3K – – –
SCM
410
Sterling Capital Management
North Carolina
$21.9K +$12.6K +120 +135%
Canada Pension Plan Investment Board
411
Canada Pension Plan Investment Board
Ontario, Canada
$21K -$1.06M -10,100 -98%
RTL
412
Red Tortoise LLC
Georgia
$19.9K – – –
PFBT
413
Parkside Financial Bank & Trust
Missouri
$18.4K +$5.55K +53 +43%
ADL
414
Asset Dedication LLC
California
$17.9K – – –
VFM
415
Vision Financial Markets
Connecticut
$17.3K – – –
RIL
416
Rothschild Investment LLC
Illinois
$16.8K +$2.1K +20 +14%
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$15K -$1.15K -11 -7%
MA
418
MCF Advisors
Kentucky
$14.7K +$3.77K +36 +35%
CIM
419
Contravisory Investment Management
Massachusetts
$13.7K +$13.7K +131 New
PTC
420
Private Trust Company
Ohio
$11.5K -$1.78K -17 -13%
PPC
421
Park Place Capital
Alabama
$10.5K – – –
IA
422
IFP Advisors
Florida
$10.1K +$2.97K +13 +42%
HWM
423
Hemington Wealth Management
Virginia
$10K +$1.82K +18 +22%
WTA
424
Washington Trust Advisors
Massachusetts
$9.74K – – –
CA
425
CoreCap Advisors
Michigan
$9.53K +$9.53K +91 New
15 16
17
18 19