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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
HNW
451
High Note Wealth
Minnesota
$1.92K
BLC
452
Brown, Lisle/Cummings
Rhode Island
$1.84K
TM
453
Torren Management
California
$1.75K
PSB
454
Piscataqua Savings Bank
New Hampshire
$1.59K
KFG
455
Kingdom Financial Group
Arizona
$1.5K
LAS
456
Lloyd Advisory Services
Georgia
$1.5K
WA
457
Whipplewood Advisors
Colorado
$1.25K
SS
458
Sunbelt Securities
Texas
$1.09K
BHWM
459
Bay Harbor Wealth Management
Maryland
$1.09K
TPWA
460
Twin Peaks Wealth Advisors
California
$1.09K
DF
461
Dunhill Financial
United Kingdom
$1.07K
DPW
462
DiNuzzo Private Wealth
Pennsylvania
$1K
SWM
463
SHP Wealth Management
Massachusetts
$1K
TFM
464
TFC Financial Management
Massachusetts
$920
AWM
465
Abound Wealth Management
Tennessee
$836
IWS
466
Intentional Wealth Strategies
Colorado
$669
SC
467
SouthState Corp
Florida
$585
FMP
468
Financial Management Professionals
Texas
$585
RWM
469
Rialto Wealth Management
New York
$502
CA
470
Crewe Advisors
Utah
$502
RS
471
Rakuten Securities
Japan
$501
HIA
472
HFM Investment Advisors
New Jersey
$334
TPCW
473
TD Private Client Wealth
New York
$334
IPS
474
Investors Portfolio Services
Washington
$327
QWM
475
Quaker Wealth Management
New Jersey
$251