849 hedge funds and large institutions have $30.8B invested in Equifax in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 303 increasing their positions, 262 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+47
Holders Change %
+5.86%
% of All Funds
11.38%
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
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 %
CCA
626
Checchi Capital Advisers
California
$236K -$44.1K -170 -16%
STA
627
Summit Trail Advisors
New York
$236K +$236K +908 New
MK
628
MASTERINVEST Kapitalanlage
$234K +$234K +901 New
OF
629
Optimize Financial
California
$231K -$1.56K -6 -0.7%
BRWA
630
B. Riley Wealth Advisors
Florida
$229K +$229K +883 New
LS
631
Livforsakringsbolaget Skandia
Sweden
$227K
LNWWM
632
Laird Norton Wetherby Wealth Management
California
$227K +$227K +875 New
CPIG
633
Chicago Partners Investment Group
Illinois
$226K +$21.6K +88 +11%
AG
634
Ascent Group
Virginia
$223K +$223K +859 New
PFM
635
Patton Fund Management
Texas
$222K +$222K +857 New
MLFP
636
MPS Loria Financial Planners
Illinois
$222K -$23.1K -89 -9%
TCOTS
637
Trust Company of the South
North Carolina
$222K
AR
638
Apeiron RIA
Texas
$220K
RF
639
Rossby Financial
Florida
$220K +$3.11K +12 +1%
LFP
640
Lakeshore Financial Planning
Michigan
$220K
VVP
641
Venture Visionary Partners
Ohio
$219K -$2.85K -11 -1%
BEI
642
Benjamin Edwards Inc
Missouri
$219K +$219K +845 New
DWT
643
Dorsey & Whitney Trust
South Dakota
$217K +$217K +838 New
FHA
644
First Horizon Advisors
Tennessee
$216K +$24.7K +95 +13%
AT
645
American Trust
Kentucky
$216K +$216K +832 New
PTC
646
Private Trust Company
Ohio
$213K -$8.04K -31 -4%
GC
647
Grange Capital
Oregon
$211K +$211K +814 New
CGL
648
Clarius Group LLC
Washington
$210K -$12.2K -47 -5%
PWM
649
Perigon Wealth Management
California
$209K +$209K +807 New
FC
650
Farringdon Capital
United Kingdom
$209K +$209K +804 New