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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
PI
501
PineBridge Investments
New York
$556K -$4.42M -17,372 -89%
TWM
502
Thrive Wealth Management
Pennsylvania
$552K +$209K +822 +63%
JCM
503
Janney Capital Management
Pennsylvania
$545K
NAS
504
NWF Advisory Services
California
$541K
HPC
505
HM Payson & Co
Maine
$524K +$30.8K +121 +6%
CFM
506
Catalyst Funds Management
Australia
$519K +$509K +2,000 New
RC
507
Roundview Capital
New Jersey
$517K -$509 -2 -0.1%
WI
508
WBI Investments
New Jersey
$511K +$501K +1,971 New
SFA
509
Sequoia Financial Advisors
Ohio
$506K +$156K +614 +46%
IAA
510
Independent Advisor Alliance
North Carolina
$506K +$42.7K +168 +9%
DADC
511
D.A. Davidson & Co
Montana
$505K -$724K -2,848 -59%
HI
512
Horizon Investments
North Carolina
$503K +$38.7K +152 +9%
First Manhattan
513
First Manhattan
New York
$500K
MCM
514
Manchester Capital Management
Vermont
$499K -$254 -1 -0.1%
HAG
515
HighPoint Advisor Group
Illinois
$497K +$2.8K +11 +0.6%
HFO
516
Heritage Family Offices
Arizona
$497K
TTWM
517
TCV Trust & Wealth Management
Virginia
$493K
WTA
518
Washington Trust Advisors
Massachusetts
$487K
RP
519
Riverwater Partners
Wisconsin
$485K +$18.3K +72 +4%
DC
520
Davenport & Co
Virginia
$481K -$90.8K -357 -16%
TC
521
TownSquare Capital
Utah
$481K -$4.06M -15,979 -90%
CPCPP
522
Canada Post Corporation Pension Plan
Canada
$479K +$469K +1,845 New
SIA
523
Sit Investment Associates
Minnesota
$475K
VSQM
524
V-Square Quantitative Management
Illinois
$472K +$17.8K +70 +4%
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$467K +$509 +2 +0.1%

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.