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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
RI
726
Ridgewood Investments
New Jersey
$43.1K -$1.53K -6 -3%
DJSG
727
D.J. St. Germain
Massachusetts
$40.5K
EPIM
728
Evelyn Partners Investment Management
$39.9K
AA
729
Ancora Advisors
Ohio
$39.3K +$509 +2 +1%
BTI
730
Blue Trust Inc
Georgia
$38.9K +$1.02K +4 +3%
MCM
731
MV Capital Management
Maryland
$38.6K -$254 -1 -0.7%
HNW
732
High Note Wealth
Minnesota
$35.5K
NC
733
NewSquare Capital
Pennsylvania
$35K +$17K +67 +99%
ZBNA
734
Zions Bancorporation, National Association
Utah
$34.5K +$509 +2 +2%
SOW
735
State of Wyoming
Wyoming
$34K +$33.3K +131 New
GAM
736
Generali Asset Management
Italy
$33.5K
CT
737
Caldwell Trust
Florida
$32.7K
CAL
738
Capital Advisors Ltd
Ohio
$31K +$254 +1 +0.8%
AAS
739
Ameritas Advisory Services
Nebraska
$30.7K +$30K +118 New
GEA
740
Glen Eagle Advisors
New Jersey
$30.6K
NEWAS
741
N.E.W. Advisory Services
Wisconsin
$29.3K
AA
742
Addison Advisors
Vermont
$28.8K
HWM
743
Hemington Wealth Management
Virginia
$28K +$3.81K +15 +16%
GM
744
GeoWealth Management
Illinois
$26.7K +$26.2K +103 New
AG
745
AmeriFlex Group
Nevada
$26.4K
ST
746
Smithfield Trust
Pennsylvania
$26K
OIA
747
Optimum Investment Advisors
Illinois
$25.9K
CTB
748
Country Trust Bank
Illinois
$25.9K +$25.4K +100 New
SWP
749
Strategic Wealth Partners
Ohio
$25.9K +$25.4K +100 New
BF
750
BOK Financial
Oklahoma
$23.6K +$22.1K +87 +2,175%

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.