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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 %
EC
501
EntryPoint Capital
New York
– -$548K -6,202 Closed
SC
502
Shay Capital
New York
– -$521K -5,900 Closed
USAA
503
United Services Automobile Association
Texas
– -$490K -5,637 Closed
IAN
504
Integrated Advisors Network
Texas
– -$259K -2,936 Closed
CCAL
505
City Center Advisors LLC
Michigan
– -$251K -2,836 Closed
MAM
506
Martingale Asset Management
Massachusetts
– -$248K -2,804 Closed
GPWM
507
Grant Private Wealth Management
California
– -$233K -2,631 Closed
BP
508
Ballentine Partners
Massachusetts
– -$211K -2,392 Closed
MCM
509
Massar Capital Management
Connecticut
– -$208K -2,359 Closed
SPS
510
Susquehanna Portfolio Strategies
Pennsylvania
– -$206K -2,330 Closed
MFS
511
Mattson Financial Services
Michigan
– -$176K -1,988 Closed
OAM
512
Ostrum Asset Management
France
– -$135K -1,533 Closed
BAMF
513
BI Asset Management Fondsmaeglerselskab
Denmark
– -$65K -738 Closed
JFGIW
514
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$42.9K -485 Closed
T
515
Transce3nd
Texas
– -$26.5K -300 Closed
ACM
516
Aster Capital Management
United Arab Emirates
– -$30.5K -278 Closed
MG
517
Mather Group
Illinois
– -$21.7K -245 Closed
GFPC
518
Global Financial Private Client
Florida
– -$21.6K -244 Closed
HFM
519
Harvest Fund Management
China
– -$20K -231 Closed
UFF
520
USA Financial Formulas
Michigan
– -$17.6K -199 Closed
SWM
521
Spire Wealth Management
Virginia
– -$15.3K -173 Closed
BTI
522
Blue Trust Inc
Georgia
– -$9.1K -103 Closed
FDW
523
Fourth Dimension Wealth
Ohio
– -$8.84K -100 Closed
SW
524
SVB Wealth
Massachusetts
– -$6.45K -73 Closed
PMFA
525
Plante Moran Financial Advisors
Michigan
– -$4.42K -50 Closed
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