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 %
SCM
576
SCS Capital Management
Massachusetts
$324K +$32.7K +126 +11%
VFA
577
Valeo Financial Advisors
Indiana
$322K +$778 +3 +0.2%
PVM
578
Palogic Value Management
Texas
$318K +$20.2K +78 +7%
MWM
579
Modera Wealth Management
New Jersey
$316K +$316K +1,219 New
CI
580
Cigna Investments
Connecticut
$316K -$4.67K -18 -1%
WA
581
Wealth Alliance
New York
$311K +$10.1K +39 +3%
QWP
582
Quotient Wealth Partners
Texas
$308K -$8.3K -32 -3%
FFA
583
Founders Financial Alliance
North Carolina
$307K -$16.6K -64 -5%
TCBWMS
584
Texas Capital Bank Wealth Management Services
Texas
$307K +$13.2K +51 +4%
SBFM
585
S-Bank Fund Management
Finland
$305K -$88.7K -342 -23%
AIP
586
Ameritas Investment Partners
Nebraska
$304K -$9.34K -36 -3%
OAM
587
Ostrum Asset Management
France
$304K -$9.08K -35 -3%
CCIA
588
Cherry Creek Investment Advisors
Colorado
$303K +$519 +2 +0.2%
RBI
589
Raiffeisen Bank International
Austria
$302K
IAN
590
Integrated Advisors Network
Texas
$301K -$21.5K -83 -7%
IC
591
IEQ Capital
California
$300K -$1.4M -5,382 -82%
SA
592
SPG Advisors
Washington
$294K +$294K +1,135 New
LF
593
LifePlan Financial
Minnesota
$292K -$7K -27 -2%
MWM
594
Meridian Wealth Management
Kentucky
$292K +$259 +1 +0.1%
PNC
595
Park National Corp
Ohio
$291K
II
596
Inspire Investing
Idaho
$289K -$46.9K -181 -14%
WIA
597
World Investment Advisors
California
$288K +$288K +1,111 New
P
598
Pitcairn
Pennsylvania
$286K -$104K -400 -27%
WSFS
599
Wilmington Savings Fund Society
Delaware
$279K +$35.5K +137 +15%
GWM
600
GSB Wealth Management
Connecticut
$278K -$3.89K -15 -1%