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 %
STA
626
Summit Trail Advisors
New York
$236K +$236K +908 New
MK
627
MASTERINVEST Kapitalanlage
$234K +$234K +901 New
OF
628
Optimize Financial
California
$231K -$1.56K -6 -0.7%
BRWA
629
B. Riley Wealth Advisors
Florida
$229K +$229K +883 New
LS
630
Livforsakringsbolaget Skandia
Sweden
$227K
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$227K +$227K +875 New
CPIG
632
Chicago Partners Investment Group
Illinois
$226K +$21.6K +88 +11%
AG
633
Ascent Group
Virginia
$223K +$223K +859 New
PFM
634
Patton Fund Management
Texas
$222K +$222K +857 New
MLFP
635
MPS Loria Financial Planners
Illinois
$222K -$23.1K -89 -9%
TCOTS
636
Trust Company of the South
North Carolina
$222K
AR
637
Apeiron RIA
Texas
$220K
RF
638
Rossby Financial
Florida
$220K +$3.11K +12 +1%
LFP
639
Lakeshore Financial Planning
Michigan
$220K
VVP
640
Venture Visionary Partners
Ohio
$219K -$2.85K -11 -1%
BEI
641
Benjamin Edwards Inc
Missouri
$219K +$219K +845 New
DWT
642
Dorsey & Whitney Trust
South Dakota
$217K +$217K +838 New
FHA
643
First Horizon Advisors
Tennessee
$216K +$24.7K +95 +13%
AT
644
American Trust
Kentucky
$216K +$216K +832 New
PTC
645
Private Trust Company
Ohio
$213K -$8.04K -31 -4%
GC
646
Grange Capital
Oregon
$211K +$211K +814 New
CGL
647
Clarius Group LLC
Washington
$210K -$12.2K -47 -5%
PWM
648
Perigon Wealth Management
California
$209K +$209K +807 New
FC
649
Farringdon Capital
United Kingdom
$209K +$209K +804 New
TSS
650
Two Sigma Securities
New York
$208K +$208K +803 New