Equitable Holdings

EQH • NYSE

Equitable Holdings is a insurance - diversified company in the financial services sector on NYSE, led by Robin M. Raju, with a market cap of $13.8B. As of Q3 2025, 91% of shares are held by 544 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.73%.

CEORobin M. Raju

Market Cap$13.8B

Insurance - Diversified

Financial Services

Employees8.5K

Websiteequitable.com

Country

United States of America

Overview

Overview of institutional ownership in EQH as of Q3 2025 with a market cap of $15.2B

All Institutions

Institutions: 544
Value Held: $13.8B
Shares Held: 271.9M
Avg Position: $25.4M
Median Position: $1.7M

Hedge Funds

Hedge Funds: 53
Value Held: $678.2M
Shares Held: 13.4M
Avg Position: $12.8M
Median Position: $2.7M

Ownership Breakdown

Institutional (non-HF)

86.36%

$13.1B

Hedge Funds

4.46%

$678.2M

Retail & Other

9.18%

$1.4B

Based on market cap of $15.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EQH as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.6B 0.02% of portfolio	10.73% 32.1M shares	Q2 2018 Held for 7y 5m	$6.69T
B BlackRock, Inc. Institution	-	$1.5B 0.03% of portfolio	9.68% 29.0M shares	Q2 2018 Held for 7y 5m	$5.67T
C CANADA PENSION PLAN INVESTMENT BOARD Institution	-	$889.1M 0.62% of portfolio	5.85% 17.5M shares	Q2 2018 Held for 7y 5m	$142.43B
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$818.8M 0.09% of portfolio	5.38% 16.1M shares	Q2 2018 Held for 7y 5m	$912.31B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$628.9M 0.11% of portfolio	4.13% 12.4M shares	Q2 2018 Held for 7y 5m	$571.21B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$623.1M 0.02% of portfolio	4.10% 12.3M shares	Q2 2018 Held for 7y 5m	$2.88T
C Capital International Investors Institution	-	$559.2M 0.09% of portfolio	3.68% 11.0M shares	Q2 2024 Held for 1y 5m	$615.90B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$328.1M 0.02% of portfolio	2.13% 6.4M shares	Q2 2018 Held for 7y 5m	$1.57T
THORNBURG INVESTMENT MANAGEMENT INC Long Only Manager	Mark Joseph Zinkula CEO	$247.2M 3.23% of portfolio	1.63% 4.9M shares	Q2 2018 Held for 7y 5m	$7.6B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$239.2M 0.04% of portfolio	1.57% 4.7M shares	Q2 2018 Held for 7y 5m	$633.08B

Net Capital Flow

Institutional buying and selling activity for EQH in Q3 2025

Traded: −$531.1M
Buyers: 236
Sellers: 303
Total Bought: +$1.0B
Total Sold: −$1.5B
Avg Position: $22.2M

Biggest Buyers

Institution	Net Bought	Current Position
C Capital International Investors Institution	+$185.1M +3.6M shares	$559.2M 11.0M shares
DIAMOND HILL CAPITAL MANAGEMENT INC Long Only Manager	+$101.5M +2.0M shares	$101.5M 2.0M shares
LONDON CO OF VIRGINIA Digital Asset Manager	+$61.2M +1.2M shares	$62.7M 1.2M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$58.8M +1.2M shares	$76.3M 1.5M shares
C Close Asset Management Ltd Institution	+$45.1M +888.0K shares	$45.1M 888.0K shares
D D. E. Shaw & Co., Inc. Institution	+$45.0M +885.3K shares	$46.7M 919.9K shares
HG Vora Capital Management, LLC Hedge Fund•Event Driven	+$40.6M +800.0K shares	$40.6M 800.0K shares
JPMORGAN CHASE & CO Institution	+$34.7M +683.6K shares	$73.0M 1.4M shares
ADVENT INTERNATIONAL CORP/MA Private Equity	+$26.9M +529.6K shares	$26.9M 529.6K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	+$26.2M +516.3K shares	$27.9M 550.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	−$131.7M −2.6M shares	$132.6M 2.6M shares
Invesco Ltd. ETF Provider	−$104.8M −2.1M shares	$239.2M 4.7M shares
VANGUARD GROUP INC Institution	−$86.4M −1.7M shares	$1.6B 32.1M shares
M Man Group plc Institution	−$76.4M −1.5M shares	$13.4M 263.7K shares
A Amundi Institution	−$68.2M −1.3M shares	$44.8M 880.5K shares
Marshall Wace LLP Institution	−$56.1M −1.1M shares	$59.0M 1.2M shares
GOLDMAN SACHS GROUP INC Institution	−$54.2M −1.1M shares	$119.4M 2.4M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$53.9M −1.0M shares	$328.1M 6.4M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$53.6M −1.1M shares	$101.3M 2.0M shares
Woodline Partners LP Hedge Fund•Long/Short	−$45.2M −806.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EQH in Q3 2025

New Positions: 21
New Value: $217.3M
Exited Positions: 78
Exited Value: $197.4M

New Positions

Institution	Position Value
DIAMOND HILL CAPITAL MANAGEMENT INC Long Only Manager	$101.5M 2.0M shares
C Close Asset Management Ltd Institution	$45.1M 888.0K shares
HG Vora Capital Management, LLC Hedge Fund•Event Driven	$40.6M 800.0K shares
ADVENT INTERNATIONAL CORP/MA Private Equity	$26.9M 529.6K shares
Union Bankshares Corp Institution	$1.7M 33.2K shares
Kestra Investment Management, LLC Long Only Manager	$576.7K 11.4K shares
Net Worth Advisory Group RIA/Wealth	$274.0K 5.4K shares
F Fieldview Capital Management, LLC Hedge Fund•Long/Short	$267.4K 5.3K shares
Sonoma Allocations LLC RIA/Wealth	$215.3K 4.6K shares
Sontag Advisory, LLC RIA/Wealth	$41.5K 818.0 shares

Exited Positions

Institution	Previous Position
Woodline Partners LP Hedge Fund•Long/Short	$45.2M 806.5K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$28.6M 509.6K shares
G Gillson Capital LP Hedge Fund•Long/Short	$27.3M 486.3K shares
Q Qube Research & Technologies Ltd Institution	$16.3M 291.1K shares
Horizon Investments, LLC/SC Long Only Manager	$8.7M 156.1K shares
P PEAK6 LLC Institution	$7.7M 137.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$6.9M 122.9K shares
C CAXTON ASSOCIATES LLP Institution	$5.4M 96.5K shares
S SOROS FUND MANAGEMENT LLC Institution	$4.9M 86.5K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$4.2M 74.0K shares

Options Activity

Institutions with the largest Call and Put options positions in EQH as of Q3 2025

Call Positions: 10
Call Value: $7.2M
Put Positions: 7
Put Value: $4.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.2M 638.0 contracts
J JANE STREET GROUP, LLC Institution	$1.0M 201.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$969.9K 191.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$690.6K 136.0 contracts
P PEAK6 LLC Institution	$446.9K 88.0 contracts
W WOLVERINE TRADING, LLC Institution	$355.7K 68.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$314.8K 62.0 contracts
Walleye Trading LLC RIA/Wealth	$203.1K 40.0 contracts
NBC SECURITIES, INC. RIA/Wealth	$560.0 0.1 contracts
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.6M 318.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.4M 278.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.0M 199.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$193.0K 38.0 contracts
Walleye Trading LLC RIA/Wealth	$60.9K 12.0 contracts
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	- - contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Most Committed Institutions

Institutions with EQH as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Conifer Management, L.L.C. Hedge Fund•Multi-Strategy	Gregory Alexander Managing Partner	33.80% $213.3M	1.40% 4.2M shares	Q4 2019 Held for 5y 11m	$631.1M
Four Tree Island Advisory LLC RIA/Wealth	Eric James Gregg Owner	11.58% $18.2M	0.12% 358.5K shares	Q4 2024 Held for 11 months	$156.9M
HG Vora Capital Management, LLC Hedge Fund•Event Driven	Michael Lee CFO	5.50% $40.6M	0.27% 800.0K shares	Q3 2025 Held for 2 months	$738.0M
N NEW VERNON INVESTMENT MANAGEMENT LLC Hedge Fund•Multi-Strategy	Steven Arthur Shapiro Managing Partner	4.76% $5.1M	0.03% 100.3K shares	Q1 2024 Held for 1y 8m	$107.2M
Callodine Capital Management, LP Hedge Fund•Long/Short	James Stuart Morrow CEO	4.68% $52.9M	0.35% 1.0M shares	Q1 2025 Held for 8 months	$1.1B
A Algebris Ltd Institution	-	4.52% $36.2M	0.24% 712.5K shares	Q3 2018 Held for 7y 2m	$799.8M
BRUNI J V & CO /CO RIA/Wealth	John Roy Brock President	3.46% $34.3M	0.23% 674.7K shares	Q1 2025 Held for 8 months	$990.7M
THORNBURG INVESTMENT MANAGEMENT INC Long Only Manager	Mark Joseph Zinkula CEO	3.23% $247.2M	1.63% 4.9M shares	Q2 2018 Held for 7y 5m	$7.6B
KEMPNER CAPITAL MANAGEMENT INC. Long Only Manager	Vera Delynn Greene President	2.47% $2.6M	0.02% 50.5K shares	Q3 2021 Held for 4y 2m	$103.7M
S Steamboat Capital Partners, LLC Hedge Fund•Long/Short	Parsa Nmn Kiai Managing Partner	2.45% $9.4M	0.06% 185.2K shares	Q2 2024 Held for 1y 5m	$384.1M

Hedge Fund Spotlight

Discover hedge funds investing in EQH

Point72 Asset Management, L.P.

Hedge Fund • Multi-Strategy

Portfolio ManagerSteven Alan Cohen

Portfolio Value: $43.2B
Positions: 1,279
Last Reported: Q3 2025

Sector Allocation

Position in Equitable Holdings

Market Value: $10.2M
Shares Held: 200.3K
Portfolio Weight: 0.02%
Owned Since: 2025-Q3

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2 Microsoft MSFT	Software - Infrastructure Technology	$1.3B	3.10%
3 Arista Networks ANET	Computer Hardware Technology	$803.1M	1.86%