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Equifax
EFX

Overview Fund Activity

802 hedge funds and large institutions have $29.6B invested in Equifax in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 297 increasing their positions, 260 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
-35
Holders Change %
-4.18%
% of All Funds
10.89%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
74
Increased
297
Reduced
260
Closed
93
Calls
$62.5M
Puts
$62.3M
Net Calls
+$213K
Net Calls Change
-$33.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$490M
2
Capital International Investors
Capital International Investors
California
+$278M
3
GIM
Generation Investment Management
United Kingdom
+$265M
4
DCP
Darsana Capital Partners
New York
+$244M
5
Harris Associates
Harris Associates
Illinois
+$241M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$237M
2
Artisan Partners
Artisan Partners
Wisconsin
-$189M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$144M
4
Marshall Wace
Marshall Wace
United Kingdom
-$137M
5
Bank of America
Bank of America
North Carolina
-$80.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
401
Fiduciary Group
Georgia
$851K – – –
Assenagon Asset Management
402
Assenagon Asset Management
Luxembourg
$845K -$37.1M -152,488 -98%
MAS
403
Meeder Advisory Services
Ohio
$844K -$86.2K -354 -9%
LA
404
LVW Advisors
New York
$832K -$35.8K -147 -4%
WB
405
WesBanco Bank
West Virginia
$832K – – –
CIA
406
Capital Investment Advisors
Georgia
$821K +$4.87K +20 +0.6%
IIM
407
INTECH Investment Management
Florida
$813K -$569K -2,335 -41%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$800K +$25.1K +103 +3%
CB
409
Community Bank
New York
$792K -$73.1K -300 -8%
Fifth Third Bancorp
410
Fifth Third Bancorp
Ohio
$789K +$30.2K +124 +4%
TSWM
411
Triangle Securities Wealth Management
North Carolina
$782K +$1.46K +6 +0.2%
BAMCO Inc
412
BAMCO Inc
New York
$779K +$48.7K +200 +7%
IGAM
413
iA Global Asset Management
Quebec, Canada
$766K – – –
MPPW
414
Mitchell & Pahl Private Wealth
Oklahoma
$763K +$4.63K +19 +0.6%
Jones Financial Companies
415
Jones Financial Companies
Missouri
$759K +$31K +129 +4%
NONA
416
Ninety One North America
New York
$751K -$120K -492 -14%
ECM
417
Everence Capital Management
Indiana
$750K +$53.6K +220 +8%
KeyBank National Association
418
KeyBank National Association
Ohio
$748K +$16.1K +66 +2%
NECFA
419
New England Capital Financial Advisors
Connecticut
$739K – – –
USAA
420
United Services Automobile Association
Texas
$719K +$719K +2,990 New
NICM
421
Neo Ivy Capital Management
New York
$716K +$716K +2,940 New
ANBT
422
American National Bank & Trust
Texas
$706K – – –
AWM
423
Aberdeen Wealth Management
Illinois
$706K – – –
ST
424
Spinnaker Trust
Maine
$697K – – –
GI
425
GAMMA Investing
California
$696K +$1.71K +7 +0.2%
15 16
17
18 19