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
WJWM
551
Williams Jones Wealth Management
New York
$367K
PCS
552
Personal CFO Solutions
New Jersey
$366K
MA
553
MJP Associates
Connecticut
$362K
WMN
554
Wealth Management Nebraska
Nebraska
$359K
SB
555
Strategic Blueprint
Georgia
$357K
DADC
556
D.A. Davidson & Co
Montana
$357K
TIAA Trust, National Association
557
TIAA Trust, National Association
North Carolina
$356K
TSS
558
Two Sigma Securities
New York
$355K
FTWA
559
Fifth Third Wealth Advisors
Ohio
$353K
SC
560
Savant Capital
Illinois
$349K
AWM
561
Axxcess Wealth Management
California
$348K
FVWA
562
Foster Victor Wealth Advisors
South Carolina
$345K
BP
563
BBR Partners
New York
$342K
TCBWMS
564
Texas Capital Bank Wealth Management Services
Texas
$341K
VFA
565
Valeo Financial Advisors
Indiana
$338K
IC
566
Inscription Capital
Texas
$337K
PA
567
Profund Advisors
Maryland
$334K
AAM
568
Aureus Asset Management
Massachusetts
$333K
SF
569
Summit Financial
New Jersey
$333K
TA
570
TrueWealth Advisors
Alabama
$331K
SPC
571
Spirepoint Private Client
Florida
$328K
OF
572
Optimize Financial
California
$326K
NB
573
Nicolet Bankshares
Wisconsin
$323K
IAN
574
Integrated Advisors Network
Texas
$317K
P
575
Pitcairn
Pennsylvania
$317K