849 hedge funds and large institutions have $30.8B invested in Equifax in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 303 increasing their positions, 262 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+47
Holders Change %
+5.86%
% of All Funds
11.38%
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
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 %
KRSITF
426
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$866K -$60.2K -232 -6%
WB
427
WesBanco Bank
West Virginia
$863K -$23.3K -90 -3%
BAMCO Inc
428
BAMCO Inc
New York
$856K +$25.9K +100 +3%
LFG
429
Larson Financial Group
Missouri
$850K +$205K +791 +32%
IIM
430
INTECH Investment Management
Florida
$847K -$19.2K -74 -2%
CB
431
Community Bank
New York
$843K
TSWM
432
Triangle Securities Wealth Management
North Carolina
$832K
LA
433
LVW Advisors
New York
$817K -$69.5K -268 -8%
MAS
434
Meeder Advisory Services
Ohio
$814K -$83.8K -323 -9%
Jones Financial Companies
435
Jones Financial Companies
Missouri
$807K -$1.28K -5 -0.2%
MCM
436
MAI Capital Management
Ohio
$807K +$144K +557 +22%
LFA
437
Legacy Financial Advisors
Kentucky
$795K +$795K +3,064 New
AWM
438
AE Wealth Management
Kansas
$792K +$92.6K +357 +13%
SW
439
SteelPeak Wealth
California
$787K +$787K +3,036 New
NECFA
440
New England Capital Financial Advisors
Connecticut
$787K
KeyBank National Association
441
KeyBank National Association
Ohio
$786K -$11.2K -43 -1%
MSFS
442
Main Street Financial Solutions
Pennsylvania
$779K +$64.8K +250 +9%
SWP
443
Sagespring Wealth Partners
Tennessee
$774K +$68K +262 +10%
SO
444
STRS Ohio
Ohio
$767K +$767K +2,959 New
ACM
445
Aquatic Capital Management
Illinois
$765K +$765K +2,949 New
ANBT
446
American National Bank & Trust
Texas
$752K
AWM
447
Aberdeen Wealth Management
Illinois
$752K
EF
448
Empowered Funds
Pennsylvania
$749K +$94.4K +364 +14%
AWM
449
Apollon Wealth Management
South Carolina
$747K +$90.3K +348 +14%
ST
450
Spinnaker Trust
Maine
$742K