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Equifax
EFX

Overview Fund Activity

802 hedge funds and large institutions have $29.6B invested in Equifax in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 297 increasing their positions, 260 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
-35
Holders Change %
-4.18%
% of All Funds
10.89%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
74
Increased
297
Reduced
260
Closed
93
Calls
$62.5M
Puts
$62.3M
Net Calls
+$213K
Net Calls Change
-$33.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$490M
2
Capital International Investors
Capital International Investors
California
+$278M
3
GIM
Generation Investment Management
United Kingdom
+$265M
4
DCP
Darsana Capital Partners
New York
+$244M
5
Harris Associates
Harris Associates
Illinois
+$241M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$237M
2
Artisan Partners
Artisan Partners
Wisconsin
-$189M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$144M
4
Marshall Wace
Marshall Wace
United Kingdom
-$137M
5
Bank of America
Bank of America
North Carolina
-$80.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
601
Norden Group
Utah
$226K +$9.01K +37 +4%
CFS
602
Cannon Financial Strategists
Georgia
$224K -$33.9K -139 -13%
EWA
603
EP Wealth Advisors
California
$223K -$487 -2 -0.2%
CPIG
604
Chicago Partners Investment Group
Illinois
$221K -$30.3K -114 -12%
AWM
605
Aprio Wealth Management
Georgia
$221K +$221K +906 New
GWM
606
Geneos Wealth Management
Colorado
$221K +$162K +665 +276%
OF
607
Optimize Financial
California
$219K +$219K +898 New
RF
608
Rossby Financial
Florida
$215K +$215K +838 New
LS
609
Livforsakringsbolaget Skandia
Sweden
$213K -$462K -1,900 -68%
HWAM
610
Hennion & Walsh Asset Management
New Jersey
$209K -$11.9K -49 -5%
CT
611
Clearstead Trust
Maine
$209K +$31.9K +131 +18%
OIA
612
OneDigital Investment Advisors
Kansas
$209K +$209K +857 New
CGL
613
Clarius Group LLC
Washington
$209K +$2.68K +11 +1%
VVP
614
Venture Visionary Partners
Ohio
$208K +$7.06K +29 +4%
TCOTS
615
Trust Company of the South
North Carolina
$208K -$1.22K -5 -0.6%
PTC
616
Private Trust Company
Ohio
$207K -$46.8K -192 -18%
AR
617
Apeiron RIA
Texas
$207K – – –
LFP
618
Lakeshore Financial Planning
Michigan
$206K – – –
EI
619
Ellevest Inc
New York
$206K -$14.4K -59 -7%
GLA
620
Great Lakes Advisors
Illinois
$204K +$204K +837 New
PS
621
Principal Securities
Iowa
$203K – – –
SC
622
Savant Capital
Illinois
$201K +$201K +825 New
CI
623
Conning Inc
Connecticut
$200K – – –
WTC
624
WhitTier Trust Company
Nevada
$184K – – –
FHA
625
First Horizon Advisors
Tennessee
$180K +$15.6K +64 +9%
23 24
25
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