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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
GI
426
GAMMA Investing
California
$923K +$178K +700 +24%
GWM
427
Gibbs Wealth Management
Georgia
$916K +$129K +509 +17%
FG
428
Fiduciary Group
Georgia
$898K -$8.9K -35 -1%
BPC
429
Bryce Point Capital
New York
$882K -$16.5K -65 -2%
MPPW
430
Mitchell & Pahl Private Wealth
Oklahoma
$881K +$67.2K +264 +8%
KRSITF
431
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$866K -$59K -232 -6%
WB
432
WesBanco Bank
West Virginia
$863K -$22.9K -90 -3%
BAMCO Inc
433
BAMCO Inc
New York
$856K +$25.4K +100 +3%
LFG
434
Larson Financial Group
Missouri
$850K +$201K +791 +32%
IIM
435
INTECH Investment Management
Florida
$847K -$18.8K -74 -2%
CB
436
Community Bank
New York
$843K
TSWM
437
Triangle Securities Wealth Management
North Carolina
$832K
LA
438
LVW Advisors
New York
$817K -$68.2K -268 -8%
MAS
439
Meeder Advisory Services
Ohio
$814K -$82.2K -323 -9%
Jones Financial Companies
440
Jones Financial Companies
Missouri
$807K -$1.27K -5 -0.2%
MCM
441
MAI Capital Management
Ohio
$807K +$142K +557 +22%
LFA
442
Legacy Financial Advisors
Kentucky
$795K +$779K +3,064 New
AWM
443
AE Wealth Management
Kansas
$792K +$90.8K +357 +13%
SW
444
SteelPeak Wealth
California
$787K +$772K +3,036 New
NECFA
445
New England Capital Financial Advisors
Connecticut
$787K
KeyBank National Association
446
KeyBank National Association
Ohio
$786K -$10.9K -43 -1%
MSFS
447
Main Street Financial Solutions
Pennsylvania
$779K +$63.6K +250 +9%
SWP
448
Sagespring Wealth Partners
Tennessee
$774K +$66.6K +262 +10%
SO
449
STRS Ohio
Ohio
$767K +$753K +2,959 New
ACM
450
Aquatic Capital Management
Illinois
$765K +$750K +2,949 New

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.