848 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
848
Holders Change
+46
Holders Change %
+5.74%
% of All Funds
11.37%
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 %
MSWA
751
Marshall & Sterling Wealth Advisors
New York
$15.8K
PFG
752
Putney Financial Group
California
$15.6K
GBT
753
Grove Bank & Trust
Florida
$15K +$3.11K +12 +26%
OP
754
ORG Partners
Indiana
$14K +$11.6K +44 +489%
ME
755
McIlrath & Eck
Washington
$13.7K
TPWA
756
Twin Peaks Wealth Advisors
California
$13.7K +$13.7K +57 New
BOJHT
757
Bank of Jackson Hole Trust
Wyoming
$13K +$13K +50 New
JFGIW
758
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.2K
JWA
759
JFS Wealth Advisors
Pennsylvania
$11.2K +$1.82K +7 +19%
SA
760
SRH Advisors
Kansas
$10.9K
SC
761
Solstein Capital
California
$10.9K
SC
762
SouthState Corp
Florida
$10.6K -$3.37K -13 -24%
EB
763
Eastern Bank
Massachusetts
$10.6K
DI
764
DAGCO Inc
Ohio
$10.4K
AF
765
Advisornet Financial
Minnesota
$10.1K +$778 +3 +8%
FFO
766
Fortitude Family Office
Arizona
$9.86K +$2.08K +8 +27%
CA
767
CoreCap Advisors
Michigan
$9.86K +$3.37K +13 +52%
RA
768
Rational Advisors
New York
$9.34K +$9.34K +36 New
KIM
769
Kestra Investment Management
Texas
$9.29K +$8.52K +33 +1,100%
FFC
770
First Financial Corp
Indiana
$9.08K
WA
771
WPG Advisers
Maryland
$9.08K +$1.56K +6 +21%
CFB
772
Cullen/Frost Bankers
Texas
$9.08K +$9.08K +35 New
CTWM
773
Cherry Tree Wealth Management
Minnesota
$8.82K
MEG
774
Millstone Evans Group
Colorado
$8.56K
CFD
775
Creative Financial Designs
Indiana
$8.3K +$259 +1 +3%