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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
AFCM
476
Applied Finance Capital Management
Puerto Rico
$668K +$655K +2,575 New
PP
477
Prudential plc
United Kingdom
$668K +$317K +1,248 +94%
BPA
478
Beacon Pointe Advisors
California
$661K -$10.7K -42 -2%
AF
479
Allworth Financial
California
$661K +$25.9K +102 +4%
CFO
480
Callan Family Office
Pennsylvania
$656K +$644K +2,530 New
SAM
481
Strategy Asset Managers
California
$652K +$1.02K +4 +0.2%
BBHC
482
Brown Brothers Harriman & Co
New York
$651K +$53.4K +210 +9%
DAM
483
Doheny Asset Management
California
$648K
BHC
484
Bowen Hanes & Co
Florida
$645K
CWP
485
Cyndeo Wealth Partners
Florida
$645K -$4.83K -19 -0.8%
MT
486
Midwest Trust
Kansas
$640K +$628K +2,467 New
VI
487
Vestcor Inc
New Brunswick, Canada
$636K -$3.81K -15 -0.6%
O
488
Ossiam
France
$635K -$42.7K -168 -6%
JWCA
489
J.W. Cole Advisors
Florida
$633K +$152K +596 +32%
EGM
490
Engineers Gate Manager
New York
$632K +$620K +2,438 New
SAM
491
Silvercrest Asset Management
New York
$629K +$2.04K +8 +0.3%
Vontobel Holding
492
Vontobel Holding
Switzerland
$625K +$287K +1,128 +88%
IFA
493
Index Fund Advisors
California
$620K +$608K +2,391 New
BP
494
Ballentine Partners
Massachusetts
$598K -$34.3K -135 -6%
EFS
495
Essex Financial Services
Connecticut
$589K -$2.8K -11 -0.5%
CWM
496
Congress Wealth Management
Massachusetts
$587K +$6.61K +26 +1%
MCC
497
Malaga Cove Capital
California
$586K +$46.8K +184 +9%
Carson Wealth (CWM LLC)
498
Carson Wealth (CWM LLC)
Nebraska
$585K -$261K -1,026 -31%
CA
499
Clearstead Advisors
Ohio
$565K +$47.8K +188 +9%
TCOV
500
Trust Company of Vermont
Vermont
$563K

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.