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Equifax

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 %
DT
651
Diversified Trust
Tennessee
$208K +$208K +801 New
SWM
652
Seed Wealth Management
Illinois
$207K +$207K +800 New
CFG
653
Citizens Financial Group
Rhode Island
$207K +$207K +800 New
CAS
654
CTC Alternative Strategies
Illinois
$206K +$206K +794 New
TA
655
Teramo Advisors
Florida
$206K +$206K +794 New
CI
656
Conning Inc
Connecticut
$205K -$8.04K -31 -4%
WBC
657
Westpac Banking Corp
Australia
$205K -$1.44M -5,565 -88%
YWM
658
Yoder Wealth Management
California
$205K +$205K +791 New
HCM
659
Howard Capital Management
Georgia
$205K +$205K +791 New
PSP
660
Principal Street Partners
Tennessee
$205K +$205K +790 New
HKIMG
661
Hutchens & Kramer Investment Management Group
Indiana
$205K +$205K +775 New
IAIM
662
International Assets Investment Management
Florida
$204K +$204K +788 New
CT
663
Clearstead Trust
Maine
$204K -$18.4K -71 -8%
FA
664
Fedenia Advisers
Wisconsin
$203K +$203K +784 New
IA
665
IFG Advisory
Georgia
$202K +$202K +781 New
MOS
666
MGO One Seven
Ohio
$202K +$202K +779 New
LI
667
LRI Investments
Florida
$199K +$8.31K +32 +4%
WTC
668
WhitTier Trust Company
Nevada
$195K -$259 -1 -0.1%
BIG
669
Brooklyn Investment Group
New York
$187K +$27K +104 +17%
IA
670
IFP Advisors
Florida
$181K +$5.22K +16 +3%
GWM
671
Gitterman Wealth Management
New Jersey
$178K +$178K +686 New
RIL
672
Rothschild Investment LLC
Illinois
$177K +$1.56K +6 +0.9%
PCM
673
Penserra Capital Management
California
$174K +$20.1K +78 +13%
DAM
674
Delta Asset Management
Tennessee
$172K
FFA
675
Farther Finance Advisors
California
$158K +$20.7K +80 +15%