849 hedge funds and large institutions have $30.8B invested in Equifax in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 303 increasing their positions, 262 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+47
Holders Change %
+5.86%
% of All Funds
11.38%
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
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 %
CFD
776
Creative Financial Designs
Indiana
$8.3K +$259 +1 +3%
AUB
777
Atlantic Union Bankshares
Virginia
$7.53K +$7.53K +29 New
MFT
778
Moisand Fitzgerald Tamayo
Florida
$7.26K
RA
779
Ransom Advisory
Rhode Island
$7.26K
WIM
780
Westside Investment Management
California
$7.13K +$7.13K +27 New
PA
781
Pineridge Advisors
Missouri
$7.02K
FWM
782
FSA Wealth Management
Massachusetts
$7K
AW
783
Avion Wealth
Texas
$7K -$3.25K -13 -32%
HHMI
784
Howard Hughes Medical Institute
Maryland
$6.74K +$6.74K +26 New
VWM
785
Vermillion Wealth Management
Minnesota
$6.56K
SO
786
Sierra Ocean
California
$6.5K
WWM
787
Wolff Wiese Magana
California
$6.23K
CPG
788
Cornerstone Planning Group
New Jersey
$6K +$2.16K +9 +56%
CT
789
Colonial Trust
South Carolina
$5.73K -$260 -1 -4%
NRG
790
Nemes Rush Group
Michigan
$5.47K
FNWA
791
Financial Network Wealth Advisors
Utah
$5.46K
BFS
792
Bare Financial Services
Pennsylvania
$5.19K +$3.37K +13 +186%
HFS
793
Hantz Financial Services
Michigan
$5K +$4.47K +17 +850%
MAM
794
Meeder Asset Management
Ohio
$4.67K -$9.86K -38 -68%
MSWM
795
Mowery & Schoenfeld Wealth Management
Illinois
$4.41K
M
796
MOTCO
Texas
$4.32K +$4.32K +18 New
HIA
797
Harbor Investment Advisory
Maryland
$4.15K -$4.67K -18 -53%
CWP
798
Concord Wealth Partners
Virginia
$4.15K
RTL
799
Red Tortoise LLC
Georgia
$4.15K
LWANC
800
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$4K +1,038 New