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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
PPC
426
Park Place Capital
Alabama
$8.52K
ACM
427
Anfield Capital Management
California
$8.36K
FNWA
428
Financial Network Wealth Advisors
Utah
$8.36K
CTC
429
Central Trust Company
Missouri
$6.52K
CFO
430
CVA Family Office
Colorado
$6.35K
CMA
431
Cedar Mountain Advisors
Oregon
$6.27K
FMII
432
Farmers & Merchants Investments Inc
Nebraska
$6.18K
RCM
433
Richardson Capital Management
Wisconsin
$6.18K
CAL
434
Capital Advisors Ltd
Ohio
$6K
CA
435
Clearstead Advisors
Ohio
$5.85K
JWA
436
JFS Wealth Advisors
Pennsylvania
$5.35K
CFM
437
Cornerstone Financial Management
Massachusetts
$4.76K
GWS
438
Greykasell Wealth Strategies
California
$4.6K
BIA
439
Bell Investment Advisors
California
$4.43K
BWL
440
Bogart Wealth LLC
Virginia
$4.43K
S
441
Sachetta
Massachusetts
$4.26K
CT
442
Clearstead Trust
Maine
$4.01K
HHCP
443
Hilton Head Capital Partners
South Carolina
$3.76K
SIC
444
SJS Investment Consulting
Ohio
$3.51K
FFO
445
Fortitude Family Office
Arizona
$2.76K
B
446
Bayban
Minnesota
$2.42K
QL
447
Quarry LP
New York
$2.01K
MAM
448
Marquette Asset Management
Minnesota
$2.01K
GSWM
449
Golden State Wealth Management
California
$2K
MCM
450
Manchester Capital Management
Vermont
$1.92K