848 hedge funds and large institutions have $30.8B invested in Equifax in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 303 increasing their positions, 262 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+46
Holders Change %
+5.74%
% of All Funds
11.37%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
132
Increased
303
Reduced
262
Closed
72
Calls
$47.2M
Puts
$74.6M
Net Calls
-$27.4M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ALAM
551
Asahi Life Asset Management
Japan
$376K +$376K +1,450 New
BA
552
Bridgewater Advisors
New York
$376K -$742 -3 -0.2%
SFS
553
Sowell Financial Services
Arkansas
$372K +$14.3K +55 +4%
MFG
554
Merit Financial Group
Georgia
$369K +$123K +474 +50%
CCM
555
Coldstream Capital Management
Washington
$368K -$164K -633 -31%
AO
556
Advisor OS
Illinois
$366K -$49.8K -192 -12%
WJWM
557
Williams Jones Wealth Management
New York
$365K -$76.8K -296 -17%
TIAA Trust, National Association
558
TIAA Trust, National Association
North Carolina
$364K -$4.41K -17 -1%
CIA
559
Concurrent Investment Advisors
Florida
$363K +$18.9K +73 +5%
PA
560
Profund Advisors
Maryland
$362K +$35.8K +138 +11%
GKIM
561
GW&K Investment Management
Massachusetts
$362K -$13.8K -53 -4%
AWM
562
Axxcess Wealth Management
California
$362K
SB
563
Strategic Blueprint
Georgia
$361K +$778 +3 +0.2%
PCS
564
Personal CFO Solutions
New Jersey
$360K +$5.71K +22 +2%
WA
565
Waverly Advisors
Alabama
$359K -$9.34K -36 -3%
WMN
566
Wealth Management Nebraska
Nebraska
$358K
SPIA
567
Steward Partners Investment Advisory
New York
$358K +$2.85K +11 +0.8%
FTWA
568
Fifth Third Wealth Advisors
Ohio
$353K -$5.97K -23 -2%
BP
569
BBR Partners
New York
$346K -$519 -2 -0.1%
FFM
570
Forum Financial Management
Illinois
$345K -$28.5K -110 -8%
NA
571
NewEdge Advisors
Louisiana
$345K +$271K +1,044 +365%
AAM
572
Aureus Asset Management
Massachusetts
$337K
NB
573
Nicolet Bankshares
Wisconsin
$335K
TA
574
TrueWealth Advisors
Alabama
$334K
ECM
575
Everence Capital Management
Indiana
$327K -$472K -1,820 -59%