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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: 810861 (+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: 1615 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
701
Icon Wealth Advisors
Texas
$101K +$99.5K +391 New
HDIM
702
Hanson & Doremus Investment Management
Vermont
$97K
MSE
703
MUFG Securities EMEA
United Kingdom
$94.7K +$92.8K +365 New
C
704
Covestor
United Kingdom
$94K +$10.7K +42 +13%
OIAM
705
OFI Invest Asset Management
France
$93.5K +$36.9K +145 +52%
DIP
706
DT Investment Partners
Pennsylvania
$92.1K
CH
707
Cromwell Holdings
Wyoming
$90.5K +$3.56K +14 +4%
UB
708
UMB Bank
Missouri
$89K +$33.3K +131 +62%
PSB
709
Piscataqua Savings Bank
New Hampshire
$87.4K
OL
710
OneFund LLC
Florida
$84K +$82.7K +325 New
AIM
711
Anchor Investment Management
South Carolina
$83.5K
PFPT
712
Pinnacle Financial Partners (Tennessee)
Tennessee
$74.7K
CSB
713
City State Bank
Iowa
$64.8K
ETC
714
Exchange Traded Concepts
Oklahoma
$62.8K -$7.63K -30 -11%
ATC
715
Adirondack Trust Company
New York
$59.4K +$58.2K +229 New
KFI
716
Key Financial Inc
Pennsylvania
$58.9K
PFBT
717
Parkside Financial Bank & Trust
Missouri
$58.6K -$3.81K -15 -6%
CIA
718
Cape Investment Advisory
Georgia
$57.3K +$1.78K +7 +3%
HT
719
Headlands Technologies
Illinois
$56.8K +$55.7K +219 New
OCM
720
Osterweis Capital Management
California
$54.5K
AAP
721
Arax Advisory Partners
Colorado
$53.7K +$17.3K +68 +62%
BI
722
Binnacle Investments
Iowa
$51.6K +$7.38K +29 +17%
HI
723
Harbour Investments
Wisconsin
$48.5K +$4.32K +17 +10%
TFIPS
724
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.7K
MYIA
725
Mount Yale Investment Advisors
Colorado
$45.9K +$45K +177 New

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.