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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 %
PS
426
Principal Securities
Iowa
$7.54K +$314 +3 +4%
Walleye Capital
427
Walleye Capital
New York
$7.23K -$109K -1,042 -94%
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$7.23K +$629 +6 +10%
BBHC
429
Brown Brothers Harriman & Co
New York
$6.81K +$6.81K +65 New
GRP
430
Global Retirement Partners
California
$6.08K +$6.08K +58 New
CTC
431
Central Trust Company
Missouri
$5.97K – – –
TPWA
432
Twin Peaks Wealth Advisors
California
$5.95K +$5.95K +64 New
GWS
433
Greykasell Wealth Strategies
California
$5.76K – – –
RS
434
Rakuten Securities
Japan
$5.45K +$5.34K +51 +5,100%
HNW
435
High Note Wealth
Minnesota
$4.92K – – –
BIA
436
Bell Investment Advisors
California
$4.92K – – –
BWL
437
Bogart Wealth LLC
Virginia
$4.82K – – –
JWA
438
JFS Wealth Advisors
Pennsylvania
$4.72K -$105 -1 -2%
VWWMG
439
Vermillion & White Wealth Management Group
Pennsylvania
$4.3K +$314 +3 +8%
RAM
440
Riggs Asset Management
Pennsylvania
$3.98K +$3.98K +38 New
BAM
441
Bellevue Asset Management
Washington
$3.77K – – –
PWMG
442
Private Wealth Management Group
New Jersey
$3.56K – – –
S
443
Sachetta
Massachusetts
$3.25K +$1.99K +19 +158%
MAM
444
Meeder Asset Management
Ohio
$3.25K +$3.25K +31 New
BCMLT
445
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.62K – – –
HWP
446
Highline Wealth Partners
California
$2.51K – – –
MCM
447
Manchester Capital Management
Vermont
$2.41K -$2.72K -26 -53%
BGAI
448
Bruce G. Allen Investments
Colorado
$2.1K – – –
CT
449
Clearstead Trust
Maine
$1.99K +$1.68K +16 +533%
FFO
450
Fortitude Family Office
Arizona
$1.99K +$1.99K +19 New
16 17
18
19 20