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861 hedge funds and large institutions have $30.9B invested in Equifax in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 309 increasing their positions, 264 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 72

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 264

6% more funds holding

Funds holding: 810861 (+51)

3% more capital invested

Capital invested by funds: $30B → $30.9B (+$908M)

2.75% less ownership

Funds ownership: 98.74%95.98% (-2.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

37% less call options, than puts

Call options by funds: $47.2M | Put options by funds: $74.6M

Holders
861
Holders Change
+51
Holders Change %
+6.3%
% of All Funds
11.34%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
133
Increased
309
Reduced
264
Closed
72
Calls
$47.2M
Puts
$74.6M
Net Calls
-$27.4M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UF
376
Univest Financial
Pennsylvania
$1.36M
WSCM
377
Wellington Shields Capital Management
New York
$1.35M
AAS
378
Avantax Advisory Services
Texas
$1.35M +$31.3K +123 +2%
UOTTAIMCU
379
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.33M +$1.3M +5,112 New
SF
380
Synovus Financial
Georgia
$1.3M +$1.53K +6 +0.1%
CI
381
CX Institutional
Indiana
$1.3M +$10.9K +43 +0.9%
Focus Partners Wealth
382
Focus Partners Wealth
Massachusetts
$1.27M +$53.2K +209 +4%
DTL
383
Dynamic Technology Lab
Singapore
$1.26M -$628K -2,470 -34%
BAMF
384
BI Asset Management Fondsmaeglerselskab
Denmark
$1.25M +$156K +614 +15%
HCM
385
Howland Capital Management
Massachusetts
$1.24M +$967K +3,800 +380%
ELI
386
Empire Life Investments
Ontario, Canada
$1.2M -$578K -2,271 -33%
AV
387
ASR Vermogensbeheer
Netherlands
$1.2M +$496K +1,950 +73%
AWP
388
Accretive Wealth Partners
New Jersey
$1.18M +$12.2K +48 +1%
Mercer Global Advisors
389
Mercer Global Advisors
Colorado
$1.18M -$6.87K -27 -0.6%
PWM
390
Power Wealth Management
Georgia
$1.17M +$7.88K +31 +0.7%
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$1.16M +$314K +1,236 +38%
CGIM
392
Capital Group Investment Management
Singapore
$1.15M -$100K -393 -8%
CIA
393
Capital Investment Advisors
Georgia
$1.15M +$273K +1,072 +32%
LCM
394
Landscape Capital Management
New Jersey
$1.15M -$1.45M -5,683 -56%
OAC
395
OMERS Administration Corp
Ontario, Canada
$1.15M
DWM
396
Dynasty Wealth Management
Florida
$1.13M -$94.6K -372 -8%
UCFA
397
United Capital Financial Advisors
Texas
$1.13M -$13.7K -54 -1%
TMAM
398
Tokio Marine Asset Management
Japan
$1.12M +$13.5K +53 +1%
EF
399
Empirical Finance
Pennsylvania
$1.12M +$8.39K +33 +0.8%
1WM
400
1900 Wealth Management
Texas
$1.11M +$254 +1 +0%

EFX Hedge Fund Activity: Q2 2025 in Review

861 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2025, worth a combined $30.9B — up 3% from $30B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EFX positions and 72 closed out — a net gain of 61 holders — while 309 added to existing stakes and 264 trimmed.

The largest buyer was Harris Associates, adding an estimated $137M. The largest seller was T. Rowe Price Associates, cutting an estimated $291M.

  • 861 institutional investors held Equifax (EFX) as of Q2 2025, up from 810 in Q1 2025.
  • Funds reported $30.9B of Equifax stock for Q2 2025, up 3% quarter-over-quarter.
  • 133 funds opened new Equifax positions in Q2 2025 and 72 closed out, a net change of +61 holders.
  • The largest Equifax buyer in Q2 2025 was Harris Associates, an estimated $137M added.
  • The largest Equifax seller in Q2 2025 was T. Rowe Price Associates, an estimated $291M sold.

Based on aggregated 13F filings for Q2 2025.