884 hedge funds and large institutions have $25.4B invested in Equifax in 2025 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 277 increasing their positions, 312 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

11% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 312

18% less capital invested

Capital invested by funds: $31B → $25.4B (-$5.62B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
884
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$56.7M
Puts
$37.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
401
Wellington Shields & Co
New York
$1.04M
BAMF
402
BI Asset Management Fondsmaeglerselskab
Denmark
$1.04M
SWM
403
SHP Wealth Management
Massachusetts
$1.03M
HCM
404
Howland Capital Management
Massachusetts
$1.02M
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$1M
CIA
406
Capital Investment Advisors
Georgia
$995K
AV
407
ASR Vermogensbeheer
Netherlands
$994K
TMAM
408
Tokio Marine Asset Management
Japan
$989K
AWP
409
Accretive Wealth Partners
New Jersey
$977K
FRM
410
Fox Run Management
Connecticut
$970K
PWM
411
Power Wealth Management
Georgia
$970K
OAC
412
OMERS Administration Corp
Ontario, Canada
$958K
1WM
413
1900 Wealth Management
Texas
$957K
A
414
AlphaQuest
New York
$954K
CA
415
Cullinan Associates
Kentucky
$922K
NDSIB
416
North Dakota State Investment Board
North Dakota
$921K
DL
417
Dockside LLC
New York
$920K
EF
418
Empirical Finance
Pennsylvania
$907K
SAM
419
Sagewood Asset Management
New York
$904K
LRIC
420
Long Road Investment Counsel
Michigan
$898K
MF
421
Magnetar Financial
Illinois
$891K
Teacher Retirement System of Texas
422
Teacher Retirement System of Texas
Texas
$889K
JFG
423
Jefferies Financial Group
New York
$888K
SFA
424
Sequoia Financial Advisors
Ohio
$883K
LFA
425
Legacy Financial Advisors
Kentucky
$871K