849 hedge funds and large institutions have $30.8B invested in Equifax in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 303 increasing their positions, 262 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+47
Holders Change %
+5.86%
% of All Funds
11.38%
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
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 %
JIC
551
Johnson Investment Counsel
Ohio
$376K +$106K +407 +39%
ALAM
552
Asahi Life Asset Management
Japan
$376K +$376K +1,450 New
BA
553
Bridgewater Advisors
New York
$376K -$742 -3 -0.2%
SFS
554
Sowell Financial Services
Arkansas
$372K +$14.3K +55 +4%
MFG
555
Merit Financial Group
Georgia
$369K +$123K +474 +50%
CCM
556
Coldstream Capital Management
Washington
$368K -$164K -633 -31%
AO
557
Advisor OS
Illinois
$366K -$49.8K -192 -12%
WJWM
558
Williams Jones Wealth Management
New York
$365K -$76.8K -296 -17%
TIAA Trust, National Association
559
TIAA Trust, National Association
North Carolina
$364K -$4.41K -17 -1%
CIA
560
Concurrent Investment Advisors
Florida
$363K +$18.9K +73 +5%
PA
561
Profund Advisors
Maryland
$362K +$35.8K +138 +11%
GKIM
562
GW&K Investment Management
Massachusetts
$362K -$13.8K -53 -4%
AWM
563
Axxcess Wealth Management
California
$362K
SB
564
Strategic Blueprint
Georgia
$361K +$778 +3 +0.2%
PCS
565
Personal CFO Solutions
New Jersey
$360K +$5.71K +22 +2%
WA
566
Waverly Advisors
Alabama
$359K -$9.34K -36 -3%
WMN
567
Wealth Management Nebraska
Nebraska
$358K
SPIA
568
Steward Partners Investment Advisory
New York
$358K +$2.85K +11 +0.8%
FTWA
569
Fifth Third Wealth Advisors
Ohio
$353K -$5.97K -23 -2%
BP
570
BBR Partners
New York
$346K -$519 -2 -0.1%
FFM
571
Forum Financial Management
Illinois
$345K -$28.5K -110 -8%
NA
572
NewEdge Advisors
Louisiana
$345K +$271K +1,044 +365%
AAM
573
Aureus Asset Management
Massachusetts
$337K
NB
574
Nicolet Bankshares
Wisconsin
$335K
TA
575
TrueWealth Advisors
Alabama
$334K