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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
VCM
626
Voleon Capital Management
California
$249K +$244K +961 New
AF
627
Aviso Financial
Ontario, Canada
$247K +$1.27K +5 +0.5%
FRA
628
Frank Rimerman Advisors
California
$243K -$81.1K -319 -25%
AIM
629
Acropolis Investment Management
Missouri
$242K +$509 +2 +0.2%
CFS
630
Cannon Financial Strategists
Georgia
$239K
RL
631
Retireful LLC
Michigan
$239K +$234K +920 New
SI
632
Stephens Inc
Arkansas
$236K -$10.7K -42 -4%
CCA
633
Checchi Capital Advisers
California
$236K -$43.2K -170 -16%
STA
634
Summit Trail Advisors
New York
$236K +$231K +908 New
MK
635
MASTERINVEST Kapitalanlage
$234K +$229K +901 New
OF
636
Optimize Financial
California
$231K -$1.53K -6 -0.7%
BRWA
637
B. Riley Wealth Advisors
Florida
$229K +$225K +883 New
LS
638
Livforsakringsbolaget Skandia
Sweden
$227K
LNWWM
639
Laird Norton Wetherby Wealth Management
California
$227K +$223K +875 New
CPIG
640
Chicago Partners Investment Group
Illinois
$226K +$22.4K +88 +11%
AG
641
Ascent Group
Virginia
$223K +$218K +859 New
PFM
642
Patton Fund Management
Texas
$222K +$218K +857 New
MLFP
643
MPS Loria Financial Planners
Illinois
$222K -$22.6K -89 -9%
TCOTS
644
Trust Company of the South
North Carolina
$222K
AR
645
Apeiron RIA
Texas
$220K
RF
646
Rossby Financial
Florida
$220K +$3.05K +12 +1%
LFP
647
Lakeshore Financial Planning
Michigan
$220K
VVP
648
Venture Visionary Partners
Ohio
$219K -$2.8K -11 -1%
BEI
649
Benjamin Edwards Inc
Missouri
$219K +$215K +845 New
DWT
650
Dorsey & Whitney Trust
South Dakota
$217K +$213K +838 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.