847 hedge funds and large institutions have $30.8B invested in Equifax in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 303 increasing their positions, 262 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+45
Holders Change %
+5.61%
% of All Funds
11.36%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
132
Increased
303
Reduced
262
Closed
72
Calls
$47.2M
Puts
$74.6M
Net Calls
-$27.4M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
726
Capital Advisors Ltd
Ohio
$31K +$261 +1 +0.8%
AAS
727
Ameritas Advisory Services
Nebraska
$30.7K +$30.7K +118 New
GEA
728
Glen Eagle Advisors
New Jersey
$30.6K
NEWAS
729
N.E.W. Advisory Services
Wisconsin
$29.3K
AA
730
Addison Advisors
Vermont
$28.8K
HWM
731
Hemington Wealth Management
Virginia
$28K +$3.85K +15 +16%
GM
732
GeoWealth Management
Illinois
$26.7K +$26.7K +103 New
AG
733
AmeriFlex Group
Nevada
$26.4K
ST
734
Smithfield Trust
Pennsylvania
$26K
OIA
735
Optimum Investment Advisors
Illinois
$25.9K
SWP
736
Strategic Wealth Partners
Ohio
$25.9K +$25.9K +100 New
CTB
737
Country Trust Bank
Illinois
$25.9K +$25.9K +100 New
BF
738
BOK Financial
Oklahoma
$23.6K +$22.6K +87 +2,175%
Walleye Capital
739
Walleye Capital
New York
$22.8K -$108K -418 -83%
PWMG
740
Private Wealth Management Group
New Jersey
$22.6K
OWA
741
Opal Wealth Advisors
New York
$22.3K -$86.1K -332 -79%
AGWCA
742
Annis Gardner Whiting Capital Advisors
Florida
$21.8K +$2.59K +10 +14%
FMII
743
Farmers & Merchants Investments Inc
Nebraska
$21.8K +$519 +2 +2%
SSG
744
Summit Securities Group
New York
$21.8K +$21.8K +84 New
RA
745
Rise Advisors
New York
$20.4K
BA
746
Bellwether Advisors
Nebraska
$20.2K +$20.2K +78 New
SWM
747
Spire Wealth Management
Virginia
$18.2K -$16.1K -62 -47%
BIA
748
Bell Investment Advisors
California
$17.1K +$5.97K +23 +53%
PPC
749
Park Place Capital
Alabama
$16.9K
MSWA
750
Marshall & Sterling Wealth Advisors
New York
$15.8K