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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 %
EPIM
676
Evelyn Partners Investment Management
$37.5K +$37.5K +151 New
MCM
677
MV Capital Management
Maryland
$36.5K +$244 +1 +0.7%
AA
678
Ancora Advisors
Ohio
$36.5K – – –
BTI
679
Blue Trust Inc
Georgia
$35.6K +$18.8K +77 +112%
CHC
680
City Holding Co
West Virginia
$33.9K +$33.9K +139 New
HNW
681
High Note Wealth
Minnesota
$33.4K – – –
SWM
682
Spire Wealth Management
Virginia
$32.2K -$4.63K -19 -13%
ZBNA
683
Zions Bancorporation, National Association
Utah
$31.9K +$31.9K +131 New
GAM
684
Generali Asset Management
Italy
$31.4K -$6.09K -25 -16%
CAL
685
Capital Advisors Ltd
Ohio
$29K – – –
GEA
686
Glen Eagle Advisors
New Jersey
$28.7K – – –
NEWAS
687
N.E.W. Advisory Services
Wisconsin
$27.5K +$27.5K +113 New
AA
688
Addison Advisors
Vermont
$27K – – –
AAP
689
Arax Advisory Partners
Colorado
$26.8K -$11.9K -49 -31%
AG
690
AmeriFlex Group
Nevada
$25.1K – – –
OIA
691
Optimum Investment Advisors
Illinois
$24.4K – – –
ST
692
Smithfield Trust
Pennsylvania
$23K – – –
HWM
693
Hemington Wealth Management
Virginia
$22K +$2.81K +12 +15%
PWMG
694
Private Wealth Management Group
New Jersey
$21.2K – – –
HWA
695
HHM Wealth Advisors
Tennessee
$20.2K -$1.71K -7 -8%
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
DF
697
Dunhill Financial
United Kingdom
$19.8K +$12.2K +50 +161%
RA
698
Rise Advisors
New York
$19.1K -$242 -1 -1%
AGWCA
699
Annis Gardner Whiting Capital Advisors
Florida
$18K +$2.68K +11 +17%
WPA
700
West Paces Advisors
Georgia
$17K – – –
26 27
28
29 30