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Equifax

848 hedge funds and large institutions have $30.8B invested in Equifax in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 303 increasing their positions, 262 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+46
Holders Change %
+5.74%
% of All Funds
11.37%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
132
Increased
303
Reduced
262
Closed
72
Calls
$47.2M
Puts
$74.6M
Net Calls
-$27.4M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WB
426
WesBanco Bank
West Virginia
$863K -$23.3K -90 -3%
BAMCO Inc
427
BAMCO Inc
New York
$856K +$25.9K +100 +3%
LFG
428
Larson Financial Group
Missouri
$850K +$205K +791 +32%
IIM
429
INTECH Investment Management
Florida
$847K -$19.2K -74 -2%
CB
430
Community Bank
New York
$843K
TSWM
431
Triangle Securities Wealth Management
North Carolina
$832K
LA
432
LVW Advisors
New York
$817K -$69.5K -268 -8%
MAS
433
Meeder Advisory Services
Ohio
$814K -$83.8K -323 -9%
Jones Financial Companies
434
Jones Financial Companies
Missouri
$807K -$1.28K -5 -0.2%
MCM
435
MAI Capital Management
Ohio
$807K +$144K +557 +22%
LFA
436
Legacy Financial Advisors
Kentucky
$795K +$795K +3,064 New
AWM
437
AE Wealth Management
Kansas
$792K +$92.6K +357 +13%
SW
438
SteelPeak Wealth
California
$787K +$787K +3,036 New
NECFA
439
New England Capital Financial Advisors
Connecticut
$787K
KeyBank National Association
440
KeyBank National Association
Ohio
$786K -$11.2K -43 -1%
MSFS
441
Main Street Financial Solutions
Pennsylvania
$779K +$64.8K +250 +9%
SWP
442
Sagespring Wealth Partners
Tennessee
$774K +$68K +262 +10%
SO
443
STRS Ohio
Ohio
$767K +$767K +2,959 New
ACM
444
Aquatic Capital Management
Illinois
$765K +$765K +2,949 New
ANBT
445
American National Bank & Trust
Texas
$752K
AWM
446
Aberdeen Wealth Management
Illinois
$752K
EF
447
Empowered Funds
Pennsylvania
$749K +$94.4K +364 +14%
AWM
448
Apollon Wealth Management
South Carolina
$747K +$90.3K +348 +14%
ST
449
Spinnaker Trust
Maine
$742K
FC
450
FORA Capital
Florida
$740K +$740K +2,854 New