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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
$1.71B
2
Capital International Investors
Capital International Investors
California
$2.45B
3
GIM
Generation Investment Management
United Kingdom
$682M
4
DCP
Darsana Capital Partners
New York
$244M
5
Harris Associates
Harris Associates
Illinois
$1.11B

Top Sellers

1
Franklin Resources
Franklin Resources
California
$3.26M
2
Artisan Partners
Artisan Partners
Wisconsin
$0
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$481M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Bank of America
Bank of America
North Carolina
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
776
Vermillion & White Wealth Management Group
Pennsylvania
$1.22K – – –
CAC
777
Core Alternative Capital
Georgia
$1.22K – – –
WA
778
Whipplewood Advisors
Colorado
$1.22K +$533 +7 +78%
RAM
779
Riggs Asset Management
Pennsylvania
$975 – – –
BCM
780
Blume Capital Management
California
$975 +$975 +4 New
BF
781
BOK Financial
Oklahoma
$974 – – –
WW
782
Winnow Wealth
Texas
$799 +$200 +1 +33%
VWA
783
Valued Wealth Advisors
Utah
$731 – – –
LCM
784
Logan Capital Management
Pennsylvania
$731 – – –
KIM
785
Kestra Investment Management
Texas
$731 +$731 +3 New
BHWM
786
Bay Harbor Wealth Management
Maryland
$730 +$730 +3 New
PWA
787
Principia Wealth Advisory
Texas
$673 – – –
BMC
788
Bear Mountain Capital
Washington
$518 +$518 +2 New
SIS
789
Strategic Investment Solutions
Illinois
$498 – – –
RPA
790
Redwood Park Advisors
California
$488 – – –
WTFG
791
Wood Tarver Financial Group
Idaho
$488 – – –
HCP
792
Hexagon Capital Partners
Arkansas
$487 -$40.2K -165 -99%
PWM
793
Parkworth Wealth Management
California
$487 – – –
Q1WB
794
Quest 10 Wealth Builders
Virginia
$317 +$317 +1 New
ACA
795
American Capital Advisory
Idaho
$268 +$268 +1 New
CWC
796
Carolinas Wealth Consulting
North Carolina
$244 -$1.46K -6 -86%
ADL
797
Asset Dedication LLC
California
$244 – – –
BCWM
798
Bartlett & Co Wealth Management
Ohio
$244 +$244 +1 New
HIA
799
HFM Investment Advisors
New Jersey
$244 +$244 +1 New
PWAM
800
Private Wealth Asset Management
Iowa
$244 +$244 +1 New
30 31
32
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