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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
PFBT
401
Parkside Financial Bank & Trust
Missouri
$21.6K
TWD
402
True Wealth Design
Ohio
$20.1K
AGWCA
403
Annis Gardner Whiting Capital Advisors
Florida
$19.6K
CA
404
CoreCap Advisors
Michigan
$19.1K
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$18.7K
Mirae Asset Global Investments
406
Mirae Asset Global Investments
South Korea
$18.5K
RFP
407
Root Financial Partners
California
$18.4K
Nomura Asset Management
408
Nomura Asset Management
Japan
$18.4K
WTC
409
WhitTier Trust Company
Nevada
$17.8K
IGAM
410
iA Global Asset Management
Quebec, Canada
$17K
PTC
411
Private Trust Company
Ohio
$16.5K
FHC
412
First Horizon Corporation
Tennessee
$16.2K
RTL
413
Red Tortoise LLC
Georgia
$15.9K
RF
414
Rossby Financial
Florida
$15.8K
MG
415
Mather Group
Illinois
$15K
ADL
416
Asset Dedication LLC
California
$14.3K
BWA
417
Basecamp Wealth Advisors
Washington
$11.5K
JFA
418
JNBA Financial Advisors
Minnesota
$11.3K
HCA
419
Harbor Capital Advisors
Illinois
$11K
SEP
420
Signature Equity Partners
Ohio
$10.8K
IA
421
IFP Advisors
Florida
$10.5K
CHC
422
City Holding Co
West Virginia
$10.4K
C
423
Covestor
United Kingdom
$10K
VFM
424
Vision Financial Markets
Connecticut
$9.61K
CCM
425
Chilton Capital Management
Texas
$8.94K