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Equifax
EFX

Overview Fund Activity

802 hedge funds and large institutions have $29.6B invested in Equifax in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 297 increasing their positions, 260 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
-35
Holders Change %
-4.18%
% of All Funds
10.89%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
74
Increased
297
Reduced
260
Closed
93
Calls
$62.5M
Puts
$62.3M
Net Calls
+$213K
Net Calls Change
-$33.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$490M
2
Capital International Investors
Capital International Investors
California
+$278M
3
GIM
Generation Investment Management
United Kingdom
+$265M
4
DCP
Darsana Capital Partners
New York
+$244M
5
Harris Associates
Harris Associates
Illinois
+$241M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$237M
2
Artisan Partners
Artisan Partners
Wisconsin
-$189M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$144M
4
Marshall Wace
Marshall Wace
United Kingdom
-$137M
5
Bank of America
Bank of America
North Carolina
-$80.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
651
Sentry Investment Management
Wisconsin
$88K +$88K +420 New
DIP
652
DT Investment Partners
Pennsylvania
$86.5K – – –
CIAM
653
Caitong International Asset Management
Hong Kong
$82.6K +$82.6K +339 New
PSB
654
Piscataqua Savings Bank
New Hampshire
$82.1K – – –
CH
655
Cromwell Holdings
Wyoming
$81.6K +$1.95K +8 +2%
AIM
656
Anchor Investment Management
South Carolina
$78.4K – – –
C
657
Covestor
United Kingdom
$78K +$61.1K +250 +362%
PFP
658
Pinnacle Financial Partners
Tennessee
$73.4K – – –
NA
659
NewEdge Advisors
Louisiana
$69.6K – – –
ETC
660
Exchange Traded Concepts
Oklahoma
$66.2K +$19.7K +81 +42%
OIAM
661
OFI Invest Asset Management
France
$62.7K +$62.7K +278 New
CSB
662
City State Bank
Iowa
$60.9K – – –
PFBT
663
Parkside Financial Bank & Trust
Missouri
$58.7K +$2.68K +11 +5%
KFI
664
Key Financial Inc
Pennsylvania
$55.3K – – –
CIA
665
Cape Investment Advisory
Georgia
$52.1K – – –
UB
666
UMB Bank
Missouri
$51.6K -$3.65K -15 -7%
OCM
667
Osterweis Capital Management
California
$51.1K – – –
CWM
668
Compass Wealth Management
Connecticut
$48.7K – – –
AWM
669
Activest Wealth Management
Florida
$48.7K +$1.46K +6 +3%
AF
670
Atala Financial
California
$47K – – –
TFIPS
671
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.8K +$19.5K +80 +80%
RI
672
Ridgewood Investments
New Jersey
$41.9K – – –
HI
673
Harbour Investments
Wisconsin
$41.4K +$3.9K +16 +10%
BI
674
Binnacle Investments
Iowa
$41.4K +$41.4K +170 New
DJSG
675
D.J. St. Germain
Massachusetts
$38K +$38K +156 New
25 26
27
28 29