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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
GIBU
326
Gulf International Bank (UK)
United Kingdom
$1.69M +$661K +3,330 +55%
KIA
327
Knollwood Investment Advisory
Maryland
$1.66M
Lido Advisors
328
Lido Advisors
California
$1.63M +$144K +726 +9%
BC
329
Burney Company
Virginia
$1.61M -$71.7K -361 -4%
OIC
330
Orion Investment Company
Missouri
$1.6M
TCBWMS
331
Texas Capital Bank Wealth Management Services
Texas
$1.59M +$20.5K +103 +1%
NB
332
Norinchukin Bank
Japan
$1.57M -$32K -161 -2%
RMCM
333
Reynders McVeigh Capital Management
Massachusetts
$1.55M +$199 +1 +0%
CWM
334
Cornerstone Wealth Management
Missouri
$1.55M -$3.97K -20 -0.2%
CS
335
Candriam SCA
Luxembourg
$1.54M +$10.5K +53 +0.6%
SCTC
336
Sanibel Captiva Trust Company
Florida
$1.52M
CIBC World Market
337
CIBC World Market
Ontario, Canada
$1.52M +$350K +1,762 +26%
RFC
338
Regions Financial Corp
Alabama
$1.49M -$196K -988 -11%
First Trust Advisors
339
First Trust Advisors
Illinois
$1.47M -$1.95M -9,815 -55%
LA
340
Legacy Advisors
Pennsylvania
$1.45M +$21.8K +110 +1%
SDIC
341
South Dakota Investment Council
South Dakota
$1.44M
MMEA
342
Main Management ETF Advisors
California
$1.43M +$1.57M +7,915 New
Rafferty Asset Management
343
Rafferty Asset Management
New York
$1.41M -$608K -3,062 -28%
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$1.41M -$124K -624 -7%
Wealthfront Advisers
345
Wealthfront Advisers
California
$1.41M -$169K -853 -10%
Cambridge Investment Research Advisors
346
Cambridge Investment Research Advisors
Iowa
$1.39M -$192K -967 -11%
Macquarie Group
347
Macquarie Group
Australia
$1.39M -$2.18M -10,986 -59%
DWA
348
Douglass Winthrop Advisors
New York
$1.38M -$11.9K -60 -0.8%
II
349
Inspire Investing
Idaho
$1.33M +$1.17M +5,892 +394%
PIM
350
Penobscot Investment Management
Massachusetts
$1.32M

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.