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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 %
CWP
451
Cyndeo Wealth Partners
Florida
$610K +$5.6K +23 +0.9%
DAM
452
Doheny Asset Management
California
$609K – – –
BHC
453
Bowen Hanes & Co
Florida
$605K – – –
LFG
454
Larson Financial Group
Missouri
$605K +$409K +1,681 +209%
VI
455
Vestcor Inc
New Brunswick, Canada
$601K +$1.22K +5 +0.2%
BP
456
Ballentine Partners
Massachusetts
$595K +$256K +1,050 +75%
SAM
457
Silvercrest Asset Management
New York
$589K – – –
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$574K -$582K -2,830 -50%
WPC
459
Wedmont Private Capital
Pennsylvania
$563K +$220 +1 +0%
BBHC
460
Brown Brothers Harriman & Co
New York
$560K +$5.36K +22 +1%
EFS
461
Essex Financial Services
Connecticut
$555K -$1.95K -8 -0.3%
SVWAG
462
Sound View Wealth Advisors Group
Georgia
$550K -$949K -3,898 -63%
CWM
463
Congress Wealth Management
Massachusetts
$545K +$58K +238 +12%
DC
464
Davenport & Co
Virginia
$539K +$57.7K +237 +12%
MSA
465
MUFG Securities Americas
New York
$535K +$88.9K +365 +20%
TCOV
466
Trust Company of Vermont
Vermont
$528K -$244 -1 -0%
Jane Street
467
Jane Street
New York
$526K -$38.2K -157 -7%
EWA
468
EverSource Wealth Advisors
Alabama
$518K -$94.3K -387 -15%
JCM
469
Janney Capital Management
Pennsylvania
$511K – – –
NAS
470
NWF Advisory Services
California
$508K – – –
MCC
471
Malaga Cove Capital
California
$506K +$295K +1,210 +140%
HFO
472
Heritage Family Offices
Arizona
$504K +$99.1K +407 +24%
CCM
473
Coldstream Capital Management
Washington
$500K +$80.4K +330 +19%
HAG
474
HighPoint Advisor Group
Illinois
$493K -$9.05K -35 -2%
RC
475
Roundview Capital
New Jersey
$486K -$1.46K -6 -0.3%
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