843 hedge funds and large institutions have $30.9B invested in Equifax in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 319 increasing their positions, 259 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

0% more capital invested

Capital invested by funds: $30.9B → $30.9B (+$58.4M)

1% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 87

2% less funds holding

Funds holding: 856843 (-13)

Holders
843
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$65.6M
Puts
$42.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
626
Patton Fund Management
Texas
$220K
MLFP
627
MPS Loria Financial Planners
Illinois
$219K
SI
628
Stephens Inc
Arkansas
$219K
LFP
629
Lakeshore Financial Planning
Michigan
$217K
AR
630
Apeiron RIA
Texas
$216K
RIL
631
Rothschild Investment LLC
Illinois
$215K
VVP
632
Venture Visionary Partners
Ohio
$212K
DT
633
Diversified Trust
Tennessee
$211K
CIC
634
Chilton Investment Company
Connecticut
$210K
HCM
635
Howard Capital Management
Georgia
$209K
PF
636
Phoenix Financial
Israel
$209K
GC
637
Grange Capital
Oregon
$209K
PWM
638
Perigon Wealth Management
California
$208K
AGC
639
Aspen Grove Capital
Colorado
$208K
IAIM
640
International Assets Investment Management
Florida
$208K
WHC
641
Wulff, Hansen & Co
California
$207K
CT
642
Clearstead Trust
Maine
$206K
CFG
643
Citizens Financial Group
Rhode Island
$205K
FA
644
Fedenia Advisers
Wisconsin
$205K
TA
645
Teramo Advisors
Florida
$204K
CI
646
Conning Inc
Connecticut
$203K
WBC
647
Westpac Banking Corp
Australia
$203K
YWM
648
Yoder Wealth Management
California
$203K
MG
649
Mather Group
Illinois
$189K
WTC
650
WhitTier Trust Company
Nevada
$178K