853 hedge funds and large institutions have $31B invested in Equifax in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 325 increasing their positions, 262 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

1% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 86

0% more capital invested

Capital invested by funds: $30.9B → $31B (+$87.6M)

1% less funds holding

Funds holding: 859853 (-6)

Holders
853
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$65.6M
Puts
$42.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
526
World Investment Advisors
California
$434K
PWG
527
Portside Wealth Group
Utah
$429K
BPC
528
Bryce Point Capital
New York
$429K
IIC
529
Ironwood Investment Counsel
Arizona
$425K
PS
530
Principal Securities
Iowa
$421K
BPA
531
Beacon Pointe Advisors
California
$418K
FFM
532
Forum Financial Management
Illinois
$418K
HW
533
Hancock Whitney
Mississippi
$418K
BFA
534
Bragg Financial Advisors
North Carolina
$414K
EA
535
Everpar Advisors
Oklahoma
$413K
EWA
536
EverSource Wealth Advisors
Alabama
$406K
CL
537
Choreo LLC
Illinois
$402K
SCM
538
SCS Capital Management
Massachusetts
$400K
WA
539
Waverly Advisors
Alabama
$400K
CCM
540
Coldstream Capital Management
Washington
$393K
BMCM
541
Bryn Mawr Capital Management
Pennsylvania
$391K
BWA
542
Burt Wealth Advisors
Maryland
$390K
SFG
543
SNS Financial Group
Minnesota
$389K
CIA
544
Concurrent Investment Advisors
Florida
$386K
SFS
545
Sowell Financial Services
Arkansas
$386K
WT
546
Washington Trust
Rhode Island
$385K
VWMG
547
Virginia Wealth Management Group
Virginia
$385K
TRCT
548
Tower Research Capital (TRC)
New York
$381K
NA
549
NewEdge Advisors
Louisiana
$376K
JIC
550
Johnson Investment Counsel
Ohio
$372K