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 %
DAM
476
Doheny Asset Management
California
$648K
BHC
477
Bowen Hanes & Co
Florida
$645K
CWP
478
Cyndeo Wealth Partners
Florida
$645K -$4.93K -19 -0.8%
MT
479
Midwest Trust
Kansas
$640K +$640K +2,467 New
VI
480
Vestcor Inc
New Brunswick, Canada
$636K -$3.89K -15 -0.6%
O
481
Ossiam
France
$635K -$43.6K -168 -6%
JWCA
482
J.W. Cole Advisors
Florida
$633K +$155K +596 +32%
EGM
483
Engineers Gate Manager
New York
$632K +$632K +2,438 New
SAM
484
Silvercrest Asset Management
New York
$629K +$2.08K +8 +0.3%
Vontobel Holding
485
Vontobel Holding
Switzerland
$625K +$293K +1,128 +88%
IFA
486
Index Fund Advisors
California
$620K +$620K +2,391 New
BP
487
Ballentine Partners
Massachusetts
$598K -$35K -135 -6%
EFS
488
Essex Financial Services
Connecticut
$589K -$2.85K -11 -0.5%
CWM
489
Congress Wealth Management
Massachusetts
$587K +$6.74K +26 +1%
MCC
490
Malaga Cove Capital
California
$586K +$47.7K +184 +9%
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$585K -$266K -1,026 -31%
CA
492
Clearstead Advisors
Ohio
$565K +$48.8K +188 +9%
TCOV
493
Trust Company of Vermont
Vermont
$563K
PI
494
PineBridge Investments
New York
$556K -$4.51M -17,372 -89%
TWM
495
Thrive Wealth Management
Pennsylvania
$552K +$213K +822 +63%
JCM
496
Janney Capital Management
Pennsylvania
$545K
NAS
497
NWF Advisory Services
California
$541K
CFM
498
Catalyst Funds Management
Australia
$519K +$519K +2,000 New
RC
499
Roundview Capital
New Jersey
$517K -$519 -2 -0.1%
WI
500
WBI Investments
New Jersey
$511K +$511K +1,971 New