Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EQUITABLE HLDGS INC (EQH)

518 + Investors. Track Smart Money conviction in EQH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -12
Streak
2Q ▼
Buyers last Q
41%

Smart Money Signals — EQH

Based on 514 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their EQH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
514 funds currently hold this stock — 94% of the 3.0-year high of 548 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

225 buying321 selling
Last quarter: 321 funds reduced or exited vs 225 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new EQH position: 100 → 85 → 67 → 73. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new
305 out of 514 hedge funds have held EQH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

75 → 100 → 85 → 67 → 73 new funds/Q
New funds entering each quarter: 100 → 85 → 67 → 73. EQH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 14% 1-2yr ■ 26% new
Of 518 current holders: 315 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
46 of 514 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in EQH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EQH

How many hedge funds hold EQH — quarterly history vs. share price
Quarterly hedge fund ownership of EQH vs. share price

Market Analysis: EQH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EQH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 5 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: EQH
2026 Q1 Stats Unlock in 12 days 518 + Investors

Track Smart Money conviction in EQH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 518 536 -3.36%
13F Shares 275M 269M 2.44%
Total Value $12.29B $12.82B -4.12%
New Positions 73 68 +5
Increased Positions 156 185 -29
Closed Positions 89 90 -1
Reduced Positions 243 226 +17
Total Calls 4 9 -55.56%
Total Puts 0 5 -100.0%
PUT/CALL Ratio 0.0 0.56 Bullish

Statistics: EQH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

518 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EQH. Verified SEC 13F-HR filings.

Top 25 institutional holders of EQH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BRUNI J V & CO /CO 2.62% 675,462 $25.1M
2 DIAMOND HILL CAPITAL MANAGEMENT INC 1.67% 7,192,046 $266.9M
3 Board of the Pension Protection Fund 1.18% 34,600 $1.3M
4 COMMUNITY TRUST & INVESTMENT CO 0.78% 388,401 $14.4M
5 Kendall Capital Management 0.76% 99,860 $3.7M
6 Oak Thistle LLC 0.65% 180,199 $6.7M
7 PZENA INVESTMENT MANAGEMENT LLC 0.54% 4,464,347 $165.7M
8 SEARLE & CO. 0.52% 55,967 $2.1M
9 Capital Investment Counsel, LLC 0.51% 99,460 $3.7M
10 JPL Wealth Management, LLC 0.45% 52,542 $1.9M
11 Livforsakringsbolaget Skandia, Omsesidigt 0.42% 291,100 $10.8M
12 Legacy Wealth Management, LLC / MS 0.42% 39,240 $1.5M
13 Vann Equity Management LLC 0.34% 12,878 $478K
14 FOSTER & MOTLEY INC 0.33% 171,571 $6K
15 Qsemble Capital Management, LP 0.31% 109,760 $4.1M
16 BTC Capital Management, Inc. 0.27% 106,789 $4.0M
17 First National Advisers, LLC 0.24% 44,335 $1.6M
18 CAPITAL INSIGHT PARTNERS, LLC 0.22% 21,296 $1.0M
19 R Squared Ltd 0.18% 8,970 $333K
20 AXS Investments LLC 0.18% 12,000 $445K
21 Mount Lucas Management LP 0.14% 10,388 $385K
22 Compass Advisory Group LLC 0.13% 12,922 $480K
23 AustralianSuper Pty Ltd 0.13% 653,453 $24.2M
24 PFA Pension, Forsikringsaktieselskab 0.11% 1,022,919 $38.0M
25 Bayforest Capital Ltd 0.09% 2,272 $84K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EQUITABLE HLDGS INC (EQH)

What does the Smart Money Trend signal show for EQH?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their EQH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EQH?

More sellers than buyers — 41% buying: Last quarter: 321 funds reduced or exited vs 225 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EQH holders?

Elite ownership — 59% AUM from top-100 funds: 46 of 514 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in EQH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EQH?

59% of holders stayed for 2+ years: 305 out of 514 hedge funds have held EQH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.