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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
AWA
526
Arkadios Wealth Advisors
Georgia
$461K +$66.6K +262 +17%
SFI
527
Siemens Fonds Invest
Germany
$461K +$84.7K +333 +23%
CCWM
528
Correct Capital Wealth Management
Missouri
$454K
BPC
529
Bearing Point Capital
Minnesota
$453K +$444K +1,747 New
JSSH
530
J. Safra Sarasin Holding
$453K +$444K +1,746 New
GT
531
Greenleaf Trust
Michigan
$450K +$2.29K +9 +0.5%
EWA
532
EverSource Wealth Advisors
Alabama
$449K -$101K -398 -19%
PGFC
533
Peapack-Gladstone Financial Corp
New Jersey
$447K
A
534
AlphaQuest
New York
$444K +$429K +1,685 +6,241%
SC
535
Syon Capital
California
$442K +$67.9K +267 +19%
EA
536
Everpar Advisors
Oklahoma
$438K -$254 -1 -0.1%
MF
537
Magnetar Financial
Illinois
$436K +$427K +1,680 New
PWG
538
Portside Wealth Group
Utah
$432K -$2.29K -9 -0.5%
IIC
539
Ironwood Investment Counsel
Arizona
$430K
HH
540
Hilltop Holdings
Texas
$429K +$150K +591 +56%
HW
541
Hancock Whitney
Mississippi
$423K +$415K +1,631 New
EC
542
EntryPoint Capital
New York
$423K -$16K -63 -4%
CL
543
Choreo LLC
Illinois
$422K +$16K +63 +4%
BFA
544
Bragg Financial Advisors
North Carolina
$420K +$1.53K +6 +0.4%
GC
545
Guggenheim Capital
Illinois
$407K +$26.5K +104 +7%
NP
546
NorthRock Partners
Minnesota
$402K +$1.78K +7 +0.5%
PCM
547
Prelude Capital Management
New York
$396K +$388K +1,526 New
BMCM
548
Bryn Mawr Capital Management
Pennsylvania
$395K
BWA
549
Burt Wealth Advisors
Maryland
$394K
SFG
550
SNS Financial Group
Minnesota
$392K +$763 +3 +0.2%

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.