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Equifax

870 hedge funds and large institutions have $21.7B invested in Equifax in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 325 increasing their positions, 278 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $18.5M

17% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 278

4.2% more ownership

Funds ownership: 95.45%99.65% (+4.2%)

4% less first-time investments, than exits

New positions opened: 136 | Existing positions closed: 141

3% less funds holding

Funds holding: 893870 (-23)

15% less capital invested

Capital invested by funds: $25.4B → $21.7B (-$3.72B)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
870
Holders Change
-23
Holders Change %
-2.58%
% of All Funds
10.7%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
136
Increased
325
Reduced
278
Closed
141
Calls
$26.6M
Puts
$18.5M
Net Calls
+$8.03M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MFP
701
Meramec Financial Planners
Missouri
$44.5K -$794 -4 -2%
KFI
702
Key Financial Inc
Pennsylvania
$40.9K
OP
703
Oslo Pensjonsforsikring
$40.7K +$44.9K +226 New
AIM
704
Anchor Investment Management
South Carolina
$40K -$19.9K -100 -31%
BC
705
Bayforest Capital
United Kingdom
$39.8K +$596 +3 +1%
BWA
706
Basecamp Wealth Advisors
Washington
$39.4K +$1.39K +7 +3%
OCM
707
Osterweis Capital Management
California
$37.8K
LI
708
LRI Investments
Florida
$34K -$96.7K -487 -72%
CFB
709
Cullen/Frost Bankers
Texas
$33.8K +$14.9K +75 +66%
BA
710
Ballast Advisors
Minnesota
$33.3K +$36.7K +185 New
TFIPS
711
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.4K
CAM
712
Close Asset Management
United Kingdom
$32K +$34.8K +175 New
OCWP
713
Owl Creek Wealth Partners
Colorado
$31K +$34.2K +172 New
HFS
714
Horizon Financial Services
North Carolina
$31K
AWM
715
Activest Wealth Management
Florida
$30.4K +$19.5K +98 +138%
MCM
716
MV Capital Management
Maryland
$27.9K +$2.38K +12 +8%
TWIM
717
TIAA Wealth Investment Management
New York
$27.7K +$30.6K +154 New
DWP
718
Destiny Wealth Partners
Florida
$27K +$29.8K +150 New
WETS
719
Wealth Enhancement Trust Services
South Dakota
$26.6K
LWM
720
Lodestone Wealth Management
Washington
$26.5K +$2.58K +13 +10%
SIC
721
SJS Investment Consulting
Ohio
$25.8K -$3.77K -19 -12%
HNW
722
High Note Wealth
Minnesota
$24.7K -$1.59K -8 -6%
GAM
723
Generali Asset Management
Italy
$23.9K
CT
724
Caldwell Trust
Florida
$22.7K
WSFS
725
Wilmington Savings Fund Society
Delaware
$22.5K

EFX Hedge Fund Activity: Q1 2026 in Review

870 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2026, worth a combined $21.7B — down 15% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of EFX and 136 opened new positions — a net loss of 5 holders — while 278 trimmed existing stakes and 325 added.

The largest buyer was Soroban Capital Partners, adding an estimated $629M. The largest seller was Capital International Investors, cutting an estimated $549M.

  • 870 institutional investors held Equifax (EFX) as of Q1 2026, down from 893 in Q4 2025.
  • Funds reported $21.7B of Equifax stock for Q1 2026, down 15% quarter-over-quarter.
  • 136 funds opened new Equifax positions in Q1 2026 and 141 closed out, a net change of -5 holders.
  • The largest Equifax buyer in Q1 2026 was Soroban Capital Partners, an estimated $629M added.
  • The largest Equifax seller in Q1 2026 was Capital International Investors, an estimated $549M sold.

Based on aggregated 13F filings for Q1 2026.