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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
JIC
551
Johnson Investment Counsel
Ohio
GPWM
552
Grant Private Wealth Management
California
IFU
553
iSAM Funds (UK)
United Kingdom
CCM
554
Coldstream Capital Management
Washington
EPG
555
Estate Planners Group
Pennsylvania
ETC
556
Exchange Traded Concepts
Oklahoma
HI
557
Horizon Investments
North Carolina
NS
558
NBC Securities
Alabama
KAS
559
Kestra Advisory Services
Texas
DB
560
Danske Bank
Denmark
HIA
561
Harbor Investment Advisory
Maryland
CIAM
562
Caitong International Asset Management
Hong Kong
ACM
563
Aster Capital Management
United Arab Emirates
TFA
564
Toth Financial Advisory
Virginia
GWM
565
Geneos Wealth Management
Colorado
EW
566
Elyxium Wealth
California
CAM
567
Chesapeake Asset Management
New York
PWMG
568
Private Wealth Management Group
New Jersey
VWWMG
569
Vermillion & White Wealth Management Group
Pennsylvania
BAM
570
Bellevue Asset Management
Washington
MAM
571
Meeder Asset Management
Ohio
BBHC
572
Brown Brothers Harriman & Co
New York
FHA
573
Flagship Harbor Advisors
Massachusetts
BGAI
574
Bruce G. Allen Investments
Colorado
PWMG
575
Prestige Wealth Management Group
New Jersey