843 hedge funds and large institutions have $30.9B invested in Equifax in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 319 increasing their positions, 259 reducing their positions, and 87 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:

0% more capital invested

Capital invested by funds: $30.9B → $30.9B (+$58.4M)

1% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 87

2% less funds holding

Funds holding: 856843 (-13)

Holders
843
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
BPA
526
Beacon Pointe Advisors
California
$418K
FFM
527
Forum Financial Management
Illinois
$418K
HW
528
Hancock Whitney
Mississippi
$418K
BFA
529
Bragg Financial Advisors
North Carolina
$414K
EA
530
Everpar Advisors
Oklahoma
$413K
EWA
531
EverSource Wealth Advisors
Alabama
$406K
CL
532
Choreo LLC
Illinois
$402K
SCM
533
SCS Capital Management
Massachusetts
$400K
WA
534
Waverly Advisors
Alabama
$400K
SC
535
Savant Capital
Illinois
$395K
CCM
536
Coldstream Capital Management
Washington
$393K
BMCM
537
Bryn Mawr Capital Management
Pennsylvania
$391K
BWA
538
Burt Wealth Advisors
Maryland
$390K
SFG
539
SNS Financial Group
Minnesota
$389K
CIA
540
Concurrent Investment Advisors
Florida
$386K
SFS
541
Sowell Financial Services
Arkansas
$386K
WT
542
Washington Trust
Rhode Island
$385K
VWMG
543
Virginia Wealth Management Group
Virginia
$385K
TRCT
544
Tower Research Capital (TRC)
New York
$381K
NA
545
NewEdge Advisors
Louisiana
$376K
JIC
546
Johnson Investment Counsel
Ohio
$372K
WJWM
547
Williams Jones Wealth Management
New York
$367K
PCS
548
Personal CFO Solutions
New Jersey
$366K
MA
549
MJP Associates
Connecticut
$362K
WMN
550
Wealth Management Nebraska
Nebraska
$359K