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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
AGWCA
401
Annis Gardner Whiting Capital Advisors
Florida
$19.6K
CA
402
CoreCap Advisors
Michigan
$19.1K
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$18.7K
Mirae Asset Global Investments
404
Mirae Asset Global Investments
South Korea
$18.5K
RFP
405
Root Financial Partners
California
$18.4K
Nomura Asset Management
406
Nomura Asset Management
Japan
$18.4K
WTC
407
WhitTier Trust Company
Nevada
$17.8K
IGAM
408
iA Global Asset Management
Quebec, Canada
$17K
PTC
409
Private Trust Company
Ohio
$16.5K
FHC
410
First Horizon Corporation
Tennessee
$16.2K
RTL
411
Red Tortoise LLC
Georgia
$15.9K
RF
412
Rossby Financial
Florida
$15.8K
MG
413
Mather Group
Illinois
$15K
JFA
414
JNBA Financial Advisors
Minnesota
$11.3K
HCA
415
Harbor Capital Advisors
Illinois
$11K
SEP
416
Signature Equity Partners
Ohio
$10.8K
IA
417
IFP Advisors
Florida
$10.5K
CHC
418
City Holding Co
West Virginia
$10.4K
C
419
Covestor
United Kingdom
$10K
VFM
420
Vision Financial Markets
Connecticut
$9.61K
CCM
421
Chilton Capital Management
Texas
$8.94K
PPC
422
Park Place Capital
Alabama
$8.52K
ACM
423
Anfield Capital Management
California
$8.36K
FNWA
424
Financial Network Wealth Advisors
Utah
$8.36K
CTC
425
Central Trust Company
Missouri
$6.52K