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 %
BBHC
476
Brown Brothers Harriman & Co
New York
$651K +$54.5K +210 +9%
DAM
477
Doheny Asset Management
California
$648K
BHC
478
Bowen Hanes & Co
Florida
$645K
CWP
479
Cyndeo Wealth Partners
Florida
$645K -$4.93K -19 -0.8%
MT
480
Midwest Trust
Kansas
$640K +$640K +2,467 New
VI
481
Vestcor Inc
New Brunswick, Canada
$636K -$3.89K -15 -0.6%
O
482
Ossiam
France
$635K -$43.6K -168 -6%
JWCA
483
J.W. Cole Advisors
Florida
$633K +$155K +596 +32%
EGM
484
Engineers Gate Manager
New York
$632K +$632K +2,438 New
SAM
485
Silvercrest Asset Management
New York
$629K +$2.08K +8 +0.3%
Vontobel Holding
486
Vontobel Holding
Switzerland
$625K +$293K +1,128 +88%
IFA
487
Index Fund Advisors
California
$620K +$620K +2,391 New
BP
488
Ballentine Partners
Massachusetts
$598K -$35K -135 -6%
EFS
489
Essex Financial Services
Connecticut
$589K -$2.85K -11 -0.5%
CWM
490
Congress Wealth Management
Massachusetts
$587K +$6.74K +26 +1%
MCC
491
Malaga Cove Capital
California
$586K +$47.7K +184 +9%
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$585K -$266K -1,026 -31%
CA
493
Clearstead Advisors
Ohio
$565K +$48.8K +188 +9%
TCOV
494
Trust Company of Vermont
Vermont
$563K
PI
495
PineBridge Investments
New York
$556K -$4.51M -17,372 -89%
TWM
496
Thrive Wealth Management
Pennsylvania
$552K +$213K +822 +63%
JCM
497
Janney Capital Management
Pennsylvania
$545K
NAS
498
NWF Advisory Services
California
$541K
CFM
499
Catalyst Funds Management
Australia
$519K +$519K +2,000 New
RC
500
Roundview Capital
New Jersey
$517K -$519 -2 -0.1%