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Equifax
EFX

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: 810 → 861 (+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: 16 → 15 (-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

Top Buyers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
+$137M
2
Capital International Investors
Capital International Investors
California
+$103M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$65.8M
4
GF
Greenhouse Funds
Maryland
+$58.8M
5
BlackRock
BlackRock
New York
+$41M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
2
JP Morgan Chase
JP Morgan Chase
New York
-$216M
3
VanEck Associates
VanEck Associates
New York
-$198M
4
MG
Meritage Group
California
-$98.1M
5
CVA
Ceredex Value Advisors
Florida
-$83.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
651
First Horizon Advisors
Tennessee
$216K +$24.2K +95 +13%
AT
652
American Trust
Kentucky
$216K +$212K +832 New
PTC
653
Private Trust Company
Ohio
$213K -$7.88K -31 -4%
GC
654
Grange Capital
Oregon
$211K +$207K +814 New
CGL
655
Clarius Group LLC
Washington
$210K -$12K -47 -5%
PWM
656
Perigon Wealth Management
California
$209K +$205K +807 New
FC
657
Farringdon Capital
United Kingdom
$209K +$205K +804 New
TSS
658
Two Sigma Securities
New York
$208K +$204K +803 New
DT
659
Diversified Trust
Tennessee
$208K +$204K +801 New
CFG
660
Citizens Financial Group
Rhode Island
$207K +$203K +800 New
SWM
661
Seed Wealth Management
Illinois
$207K +$203K +800 New
CAS
662
CTC Alternative Strategies
Illinois
$206K +$202K +794 New
TA
663
Teramo Advisors
Florida
$206K +$202K +794 New
CI
664
Conning Inc
Connecticut
$205K -$7.88K -31 -4%
WBC
665
Westpac Banking Corp
Australia
$205K -$1.42M -5,565 -88%
HCM
666
Howard Capital Management
Georgia
$205K +$201K +791 New
YWM
667
Yoder Wealth Management
California
$205K +$201K +791 New
PSP
668
Principal Street Partners
Tennessee
$205K +$201K +790 New
HKIMG
669
Hutchens & Kramer Investment Management Group
Indiana
$205K +$197K +775 New
IAIM
670
International Assets Investment Management
Florida
$204K +$200K +788 New
CT
671
Clearstead Trust
Maine
$204K -$18.1K -71 -8%
FA
672
Fedenia Advisers
Wisconsin
$203K +$199K +784 New
IA
673
IFG Advisory
Georgia
$202K +$199K +781 New
MOS
674
MGO One Seven
Ohio
$202K +$198K +779 New
AA
675
Altrafin AG
$202K +$198K +778 New
25 26
27
28 29

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.