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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 %
EI
701
eCIO Inc
Wisconsin
$16.8K +$16.8K +69 New
NC
702
NewSquare Capital
Pennsylvania
$16.6K +$14.9K +61 +871%
PPC
703
Park Place Capital
Alabama
$15.6K – – –
AWM
704
Accredited Wealth Management
Kentucky
$14.9K – – –
MSWA
705
Marshall & Sterling Wealth Advisors
New York
$14.9K +$14.9K +61 New
PFG
706
Putney Financial Group
California
$14.6K – – –
BC
707
Bayforest Capital
United Kingdom
$14.1K -$157K -646 -92%
GXJ
708
Global X Japan
Japan
$13.9K +$1.22K +5 +10%
MAM
709
Meeder Asset Management
Ohio
$13.6K -$8.04K -33 -37%
SC
710
SouthState Corp
Florida
$13.2K +$7.06K +29 +116%
ME
711
McIlrath & Eck
Washington
$12.9K – – –
SCB
712
Saudi Central Bank
Saudi Arabia
$11.9K +$11.9K +49 New
JFGIW
713
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.4K – – –
GBT
714
Grove Bank & Trust
Florida
$11.2K – – –
BIA
715
Bell Investment Advisors
California
$10.5K – – –
SA
716
SRH Advisors
Kansas
$10.2K – – –
SC
717
Solstein Capital
California
$10.2K – – –
AW
718
Avion Wealth
Texas
$10K – – –
EB
719
Eastern Bank
Massachusetts
$9.99K – – –
DI
720
DAGCO Inc
Ohio
$9.74K +$9.74K +40 New
GFPC
721
Global Financial Private Client
Florida
$9.5K +$974 +4 +11%
JWA
722
JFS Wealth Advisors
Pennsylvania
$8.77K +$487 +2 +6%
AF
723
Advisornet Financial
Minnesota
$8.77K – – –
FFC
724
First Financial Corp
Indiana
$8.53K -$26.8K -110 -76%
CTWM
725
Cherry Tree Wealth Management
Minnesota
$8.28K – – –
27 28
29
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