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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 %
WA
526
Waverly Advisors
Alabama
$346K +$32.2K +132 +10%
SF
527
Summit Financial
New Jersey
$345K +$17.8K +73 +5%
WMN
528
Wealth Management Nebraska
Nebraska
$341K – – –
AWM
529
Axxcess Wealth Management
California
$340K +$12.4K +51 +4%
SB
530
Strategic Blueprint
Georgia
$338K -$244 -1 -0.1%
FTWA
531
Fifth Third Wealth Advisors
Ohio
$337K +$7.31K +30 +2%
SFS
532
Sowell Financial Services
Arkansas
$336K +$336K +1,378 New
SPIA
533
Steward Partners Investment Advisory
New York
$333K -$52.6K -216 -14%
PCS
534
Personal CFO Solutions
New Jersey
$333K +$21K +86 +7%
RC
535
Rovin Capital
Arizona
$329K +$40.2K +165 +14%
BP
536
BBR Partners
New York
$325K – – –
SFA
537
Sequoia Financial Advisors
Ohio
$325K -$19K -78 -6%
CIA
538
Concurrent Investment Advisors
Florida
$323K +$129K +529 +66%
PP
539
Prudential plc
United Kingdom
$323K -$303K -1,244 -48%
FVWA
540
Foster Victor Wealth Advisors
South Carolina
$321K – – –
DDPIC
541
Deroy & Devereaux Private Investment Counsel
Michigan
$320K -$730 -3 -0.2%
TWM
542
Thrive Wealth Management
Pennsylvania
$318K +$29.5K +121 +10%
AAM
543
Aureus Asset Management
Massachusetts
$317K – – –
II
544
Inspire Investing
Idaho
$315K +$68.9K +283 +28%
NB
545
Nicolet Bankshares
Wisconsin
$314K – – –
TA
546
TrueWealth Advisors
Alabama
$314K -$24.4K -100 -7%
Vontobel Holding
547
Vontobel Holding
Switzerland
$312K -$28.3K -116 -8%
GCP
548
GSA Capital Partners
United Kingdom
$309K -$2.27M -9,323 -88%
PA
549
Profund Advisors
Maryland
$306K -$13.9K -57 -4%
PTC
550
Petrus Trust Company
Texas
$306K +$306K +1,258 New
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