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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 %
AWM
751
Abound Wealth Management
Tennessee
$3.41K -$1.22K -5 -26%
SS
752
SBI Securities
Japan
$3.41K – – –
BWL
753
Bogart Wealth LLC
Virginia
$2.92K +$487 +2 +20%
SIC
754
SJS Investment Consulting
Ohio
$2.68K – – –
DPW
755
DiNuzzo Private Wealth
Pennsylvania
$2.68K – – –
HFS
756
Hughes Financial Services
Virginia
$2.44K +$2.44K +10 New
BGAI
757
Bruce G. Allen Investments
Colorado
$2.44K – – –
CIAS
758
CBIZ Investment Advisory Services
Ohio
$2.44K +$487 +2 +25%
OP
759
ORG Partners
Indiana
$2.19K +$2.19K +9 New
S
760
Sachetta
Massachusetts
$2.19K -$3.41K -14 -61%
DWM
761
Dogwood Wealth Management
Kansas
$2.19K +$2.19K +9 New
CAL
762
Capital Analysts LLC
Pennsylvania
$2K – – –
CMP
763
Coston McIsaac & Partners
Maine
$2K – – –
TFM
764
TFC Financial Management
Massachusetts
$1.95K – – –
HWP
765
Highline Wealth Partners
California
$1.95K +$732 +3 +60%
WCM
766
WealthTrak Capital Management
Virginia
$1.95K – – –
FUBT
767
First United Bank & Trust
Maryland
$1.95K +$1.95K +8 New
TWD
768
True Wealth Design
Ohio
$1.71K -$22.9K -94 -93%
RCM
769
Raleigh Capital Management
North Carolina
$1.71K -$15.3K -63 -90%
TCA
770
Trifecta Capital Advisors
Illinois
$1.71K – – –
PWMG
771
Prestige Wealth Management Group
New Jersey
$1.71K – – –
BFS
772
Bare Financial Services
Pennsylvania
$1.71K +$1.71K +7 New
PEAK6
773
PEAK6
Illinois
$1.66K +$1.66K +7 New
AP
774
Aspect Partners
Virginia
$1.46K +$1.22K +5 +500%
TC
775
Truvestments Capital
Florida
$1.46K +$1.46K +6 New
29 30
31
32 33