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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
+$81.4M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$73.5M
3
ACP
Atalan Capital Partners
New York
+$73.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$69.3M
5
Man Group
Man Group
United Kingdom
+$24.8M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$119M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$73.8M
3
Franklin Resources
Franklin Resources
California
-$58.7M
4
ClearBridge Investments
ClearBridge Investments
New York
-$55.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
451
Whipplewood Advisors
Colorado
$1.57K -$79.5K -759 -98%
DPW
452
DiNuzzo Private Wealth
Pennsylvania
$1.36K – – –
SS
453
Sunbelt Securities
Texas
$1.25K – – –
SO
454
Sierra Ocean
California
$1.15K +$1.15K +11 New
BF
455
BOK Financial
Oklahoma
$1.05K – – –
WWM
456
Wolff Wiese Magana
California
$1.05K – – –
AWM
457
Abound Wealth Management
Tennessee
$1.05K – – –
TWD
458
True Wealth Design
Ohio
$943 +$629 +6 +200%
SIC
459
SJS Investment Consulting
Ohio
$839 -$315 -3 -27%
SC
460
SouthState Corp
Florida
$734 -$1.15K -11 -61%
SC
461
Swan Capital
Florida
$629 +$629 +6 New
PWMG
462
Prestige Wealth Management Group
New Jersey
$524 – – –
FMP
463
Financial Management Professionals
Texas
$524 – – –
TFM
464
TFC Financial Management
Massachusetts
$524 – – –
RWM
465
Rialto Wealth Management
New York
$420 +$420 +4 New
GSWM
466
Golden State Wealth Management
California
$419 – – –
BHWM
467
Bay Harbor Wealth Management
Maryland
$419 +$210 +2 +100%
MCM
468
MV Capital Management
Maryland
$315 +$315 +3 New
HIA
469
HFM Investment Advisors
New Jersey
$314 +$209 +2 +200%
PWAM
470
Private Wealth Asset Management
Iowa
$210 – – –
PWM
471
Parkworth Wealth Management
California
$210 – – –
AF
472
Advisornet Financial
Minnesota
$210 +$210 +2 New
IAS
473
IMA Advisory Services
Colorado
$210 +$210 +2 New
NC
474
NewSquare Capital
Pennsylvania
$210 +$210 +2 New
QWM
475
Quaker Wealth Management
New Jersey
$210 +$210 +2 New
17 18
19
20 21