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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
CSP
351
Cary Street Partners
Virginia
$1.32M -$99.3K -500 -6%
MSU
352
Mizuho Securities USA
New York
$1.31M -$324K -1,633 -18%
PI
353
Pettee Investors
Connecticut
$1.31M +$71.3K +359 +5%
ALMGDA
354
AG2R La Mondiale Gestion d'Actifs
France
$1.3M +$90.4K +455 +7%
SC
355
Stance Capital
Massachusetts
$1.28M +$157K +789 +12%
1832 Asset Management
356
1832 Asset Management
Ontario, Canada
$1.26M -$42.9K -216 -3%
BPA
357
Beacon Pointe Advisors
California
$1.26M +$949K +4,776 +216%
Los Angeles Capital Management
358
Los Angeles Capital Management
California
$1.24M +$1.26M +6,337 +1,152%
HIMCH
359
Hartford Investment Management Co (HIMCO)
Connecticut
$1.23M -$45.1K -227 -3%
CAU
360
Caxton Associates (UK)
$1.23M +$1.36M +6,846 New
Kovitz Investment Group Partners
361
Kovitz Investment Group Partners
Illinois
$1.21M +$596 +3 +0%
HF
362
HRT Financial
New York
$1.21M -$365K -1,838 -21%
AAIS
363
ABN AMRO Investment Solutions
$1.19M -$144K -723 -10%
IAA
364
Independent Advisor Alliance
North Carolina
$1.17M -$156K -784 -11%
M&T Bank
365
M&T Bank
New York
$1.15M -$370K -1,864 -23%
ECSS
366
Eurizon Capital SGR SpA
$1.14M -$50K -252 -4%
IWC
367
Integrated Wealth Concepts
Massachusetts
$1.11M +$1.22M +6,167 New
BIG
368
Builder Investment Group
Georgia
$1.11M
LSERS
369
Louisiana State Employees Retirement System
Louisiana
$1.1M -$39.7K -200 -3%
MSRPS
370
Maryland State Retirement & Pension System
Maryland
$1.08M
CFM
371
Coronation Fund Managers
South Africa
$1.08M +$1.19M +5,971 New
FPAS
372
Focus Partners Advisor Solutions
Missouri
$1.07M +$1.18M +5,942 New
LFM
373
LGT Fund Management
Liechtenstein
$1.06M -$2.39M -12,039 -67%
LRIC
374
Long Road Investment Counsel
Michigan
$1.06M +$347K +1,746 +42%
Connor, Clark & Lunn Investment Management (CC&L)
375
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.06M -$4.61M -23,194 -80%

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.