We are live on ! Find out more

861 hedge funds and large institutions have $30.9B invested in Equifax in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 309 increasing their positions, 264 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 72

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 264

6% more funds holding

Funds holding: 810861 (+51)

3% more capital invested

Capital invested by funds: $30B → $30.9B (+$908M)

2.75% less ownership

Funds ownership: 98.74%95.98% (-2.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

37% less call options, than puts

Call options by funds: $47.2M | Put options by funds: $74.6M

Holders
861
Holders Change
+51
Holders Change %
+6.3%
% of All Funds
11.34%
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
309
Reduced
264
Closed
72
Calls
$47.2M
Puts
$74.6M
Net Calls
-$27.4M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
576
Fifth Third Wealth Advisors
Ohio
$353K -$5.85K -23 -2%
BP
577
BBR Partners
New York
$346K -$509 -2 -0.1%
FFM
578
Forum Financial Management
Illinois
$345K -$28K -110 -8%
NA
579
NewEdge Advisors
Louisiana
$345K +$266K +1,044 +365%
AAM
580
Aureus Asset Management
Massachusetts
$337K
NB
581
Nicolet Bankshares
Wisconsin
$335K
TA
582
TrueWealth Advisors
Alabama
$334K
VFA
583
Valeo Financial Advisors
Indiana
$331K +$9.92K +39 +3%
ECM
584
Everence Capital Management
Indiana
$327K -$463K -1,820 -59%
SCM
585
SCS Capital Management
Massachusetts
$324K +$32K +126 +11%
PVM
586
Palogic Value Management
Texas
$318K +$19.8K +78 +7%
MWM
587
Modera Wealth Management
New Jersey
$316K +$310K +1,219 New
CI
588
Cigna Investments
Connecticut
$316K -$4.58K -18 -1%
WA
589
Wealth Alliance
New York
$311K +$9.92K +39 +3%
QWP
590
Quotient Wealth Partners
Texas
$308K -$8.14K -32 -3%
FFA
591
Founders Financial Alliance
North Carolina
$307K -$16.3K -64 -5%
TCBWMS
592
Texas Capital Bank Wealth Management Services
Texas
$307K +$13K +51 +4%
SBFM
593
S-Bank Fund Management
Finland
$305K -$87K -342 -23%
AIP
594
Ameritas Investment Partners
Nebraska
$304K -$9.16K -36 -3%
OAM
595
Ostrum Asset Management
France
$304K -$8.9K -35 -3%
CCIA
596
Cherry Creek Investment Advisors
Colorado
$303K +$509 +2 +0.2%
RBI
597
Raiffeisen Bank International
Austria
$302K
IAN
598
Integrated Advisors Network
Texas
$301K -$21.1K -83 -7%
IC
599
IEQ Capital
California
$300K -$1.37M -5,382 -82%
SA
600
SPG Advisors
Washington
$294K +$289K +1,135 New

EFX Hedge Fund Activity: Q2 2025 in Review

861 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2025, worth a combined $30.9B — up 3% from $30B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EFX positions and 72 closed out — a net gain of 61 holders — while 309 added to existing stakes and 264 trimmed.

The largest buyer was Harris Associates, adding an estimated $137M. The largest seller was T. Rowe Price Associates, cutting an estimated $291M.

  • 861 institutional investors held Equifax (EFX) as of Q2 2025, up from 810 in Q1 2025.
  • Funds reported $30.9B of Equifax stock for Q2 2025, up 3% quarter-over-quarter.
  • 133 funds opened new Equifax positions in Q2 2025 and 72 closed out, a net change of +61 holders.
  • The largest Equifax buyer in Q2 2025 was Harris Associates, an estimated $137M added.
  • The largest Equifax seller in Q2 2025 was T. Rowe Price Associates, an estimated $291M sold.

Based on aggregated 13F filings for Q2 2025.