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Equifax

870 hedge funds and large institutions have $21.7B invested in Equifax in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 325 increasing their positions, 278 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $18.5M

17% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 278

4.2% more ownership

Funds ownership: 95.45%99.65% (+4.2%)

4% less first-time investments, than exits

New positions opened: 136 | Existing positions closed: 141

3% less funds holding

Funds holding: 893870 (-23)

15% less capital invested

Capital invested by funds: $25.4B → $21.7B (-$3.72B)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
870
Holders Change
-23
Holders Change %
-2.58%
% of All Funds
10.7%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
136
Increased
325
Reduced
278
Closed
141
Calls
$26.6M
Puts
$18.5M
Net Calls
+$8.03M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$4.24M +$1.89M +9,513 +68%
X
227
Xponance
Pennsylvania
$4.23M +$522K +2,630 +13%
BFO
228
Biltmore Family Office
North Carolina
$4.23M +$11.1K +56 +0.2%
JG
229
Jain Global
New York
$4.22M +$4.66M +23,442 New
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$4.21M -$203K -1,024 -4%
Corient Private Wealth
231
Corient Private Wealth
Florida
$4.17M -$24M -120,627 -84%
FCM
232
Fairbanks Capital Management
California
$4.16M +$897K +4,515 +24%
KC
233
Knuff & Co
California
$4.14M -$99.3K -500 -2%
AB
234
Amalgamated Bank
New York
$4.05M -$251K -1,263 -5%
Wellington Management Group
235
Wellington Management Group
Massachusetts
$4.03M -$325K -1,637 -7%
IPAM
236
ICICI Prudential Asset Management
India
$4.03M +$1.59M +8,000 +56%
SA
237
Sanctuary Advisors
Indiana
$4.03M +$548K +2,758 +14%
UIM
238
USS Investment Management
United Kingdom
$3.9M +$175K +880 +4%
HWM
239
HB Wealth Management
Georgia
$3.84M +$485K +2,442 +13%
IMPI
240
Ilmarinen Mutual Pension Insurance
Finland
$3.74M
VIM
241
VELA Investment Management
Ohio
$3.72M +$4.1M +20,635 New
AssetMark Inc
242
AssetMark Inc
California
$3.64M +$179K +901 +5%
BCI
243
Brinker Capital Investments
Pennsylvania
$3.61M +$544K +2,741 +16%
LIM
244
Letson Investment Management
Georgia
$3.61M
URS
245
Utah Retirement Systems
Utah
$3.57M -$86.4K -435 -2%
WSA
246
Wealth Science Advisors
Georgia
$3.56M
FC
247
FORA Capital
Florida
$3.55M +$3.92M +19,740 New
CF
248
Canoe Financial
Alberta, Canada
$3.55M -$453K -2,282 -11%
TIM
249
Thompson Investment Management
Wisconsin
$3.51M +$616K +3,100 +19%
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$3.5M +$1.14M +5,720 +42%

EFX Hedge Fund Activity: Q1 2026 in Review

870 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2026, worth a combined $21.7B — down 15% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of EFX and 136 opened new positions — a net loss of 5 holders — while 278 trimmed existing stakes and 325 added.

The largest buyer was Soroban Capital Partners, adding an estimated $629M. The largest seller was Capital International Investors, cutting an estimated $549M.

  • 870 institutional investors held Equifax (EFX) as of Q1 2026, down from 893 in Q4 2025.
  • Funds reported $21.7B of Equifax stock for Q1 2026, down 15% quarter-over-quarter.
  • 136 funds opened new Equifax positions in Q1 2026 and 141 closed out, a net change of -5 holders.
  • The largest Equifax buyer in Q1 2026 was Soroban Capital Partners, an estimated $629M added.
  • The largest Equifax seller in Q1 2026 was Capital International Investors, an estimated $549M sold.

Based on aggregated 13F filings for Q1 2026.