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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 %
IIC
501
Ironwood Investment Counsel
Arizona
$404K +$1.95K +8 +0.5%
GAM
502
Gotham Asset Management
New York
$400K +$400K +1,642 New
BA
503
Bridgewater Advisors
New York
$394K +$394K +1,522 New
BFA
504
Bragg Financial Advisors
North Carolina
$393K – – –
QCM
505
QRG Capital Management
Illinois
$392K +$65K +267 +20%
AO
506
Advisor OS
Illinois
$390K -$31.9K -131 -8%
VWM
507
Venturi Wealth Management
Texas
$388K +$40.2K +165 +12%
CL
508
Choreo LLC
Illinois
$381K -$154K -634 -29%
NP
509
NorthRock Partners
Minnesota
$376K -$21.2K -87 -5%
BMCM
510
Bryn Mawr Capital Management
Pennsylvania
$371K +$38K +156 +11%
BWA
511
Burt Wealth Advisors
Maryland
$370K +$102K +417 +38%
SBFM
512
S-Bank Fund Management
Finland
$370K +$370K +1,519 New
AWA
513
Arkadios Wealth Advisors
Georgia
$370K +$370K +1,517 New
SFG
514
SNS Financial Group
Minnesota
$368K +$3.41K +14 +0.9%
P
515
Pitcairn
Pennsylvania
$366K +$6.82K +28 +2%
WT
516
Washington Trust
Rhode Island
$365K – – –
VWMG
517
Virginia Wealth Management Group
Virginia
$365K – – –
CF
518
Canoe Financial
Alberta, Canada
$360K +$360K +1,478 New
GC
519
Guggenheim Capital
Illinois
$357K -$130K -533 -27%
OFG
520
Oxford Financial Group
Indiana
$356K – – –
GKIM
521
GW&K Investment Management
Massachusetts
$353K -$15.1M -62,035 -98%
SFI
522
Siemens Fonds Invest
Germany
$352K +$25.3K +104 +8%
FFM
523
Forum Financial Management
Illinois
$351K +$244 +1 +0.1%
SC
524
Syon Capital
California
$350K -$66.7K -274 -16%
TIAA Trust, National Association
525
TIAA Trust, National Association
North Carolina
$346K -$12.2K -50 -3%
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