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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
10.9%
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 %
HIA
726
Harbor Investment Advisory
Maryland
$8.28K -$3.17K -13 -28%
MEG
727
Millstone Evans Group
Colorado
$8.04K – – –
CFD
728
Creative Financial Designs
Indiana
$7.55K -$1.95K -8 -21%
FFO
729
Fortitude Family Office
Arizona
$7.31K -$1.71K -7 -19%
SSB
730
Sandy Spring Bank
Maryland
$7.07K – – –
WA
731
WPG Advisers
Maryland
$7.06K -$5.12K -21 -42%
AT
732
Avalon Trust
New Mexico
$7.02K +$7.02K +29 New
MFT
733
Moisand Fitzgerald Tamayo
Florida
$6.82K – – –
RA
734
Ransom Advisory
Rhode Island
$6.82K +$6.82K +28 New
PA
735
Pineridge Advisors
Missouri
$6.6K +$4.64K +19 +238%
FWM
736
FSA Wealth Management
Massachusetts
$6.58K – – –
A
737
AlphaQuest
New York
$6.58K +$6.33K +26 +2,600%
VWM
738
Vermillion Wealth Management
Minnesota
$6.15K – – –
SO
739
Sierra Ocean
California
$6.11K -$9.04K -37 -60%
CA
740
CoreCap Advisors
Michigan
$6.09K +$2.68K +11 +79%
WWM
741
Wolff Wiese Magana
California
$5.85K +$4.63K +19 +380%
ETS
742
ESL Trust Services
New York
$5.85K – – –
CT
743
Colonial Trust
South Carolina
$5.62K -$24K -98 -81%
NRG
744
Nemes Rush Group
Michigan
$5.13K – – –
FNWA
745
Financial Network Wealth Advisors
Utah
$5.12K +$2.93K +12 +133%
MSWM
746
Mowery & Schoenfeld Wealth Management
Illinois
$4.14K -$487 -2 -11%
CPG
747
Cornerstone Planning Group
New Jersey
$3.99K +$1.5K +6 +60%
CWP
748
Concord Wealth Partners
Virginia
$3.9K – – –
RTL
749
Red Tortoise LLC
Georgia
$3.9K – – –
QC
750
Quent Capital
New York
$3.9K – – –
28 29
30
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