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Equifax
EFX

Overview Fund Activity

847 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
847
Holders Change
+45
Holders Change %
+5.61%
% of All Funds
11.36%
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

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$1.32B
2
Capital International Investors
Capital International Investors
California
$2.72B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.88B
4
GF
Greenhouse Funds
Maryland
$59.9M
5
BlackRock
BlackRock
New York
$2.35B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.53B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$157M
3
VanEck Associates
VanEck Associates
New York
$203M
4
MG
Meritage Group
California
$0
5
CVA
Ceredex Value Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
801
SBI Securities
Japan
$3.63K – – –
DPW
802
DiNuzzo Private Wealth
Pennsylvania
$3.37K +$519 +2 +18%
WCM
803
WealthTrak Capital Management
Virginia
$3.37K +$1.3K +5 +63%
AWM
804
Activest Wealth Management
Florida
$3.11K -$48.8K -188 -94%
BWL
805
Bogart Wealth LLC
Virginia
$3.11K – – –
PWA
806
Physician Wealth Advisors
Utah
$2.85K +$2.85K +11 New
BGAI
807
Bruce G. Allen Investments
Colorado
$2.59K – – –
CIAS
808
CBIZ Investment Advisory Services
Ohio
$2.59K – – –
TCA
809
Trifecta Capital Advisors
Illinois
$2.59K +$778 +3 +43%
DF
810
Dunhill Financial
United Kingdom
$2.58K -$20.7K -72 -89%
TFM
811
TFC Financial Management
Massachusetts
$2.34K +$260 +1 +13%
S
812
Sachetta
Massachusetts
$2.34K – – –
TWD
813
True Wealth Design
Ohio
$2.34K +$519 +2 +29%
NWM
814
Nova Wealth Management
Florida
$2.28K +$2.28K +9 New
FUBT
815
First United Bank & Trust
Maryland
$2.08K – – –
KG
816
Kilter Group
New York
$2.08K +$2.08K +8 New
CMP
817
Coston McIsaac & Partners
Maine
$2K – – –
PWMG
818
Prestige Wealth Management Group
New Jersey
$1.82K – – –
DWM
819
Dogwood Wealth Management
Kansas
$1.59K -$793 -3 -33%
HWP
820
Highline Wealth Partners
California
$1.56K -$520 -2 -25%
SIC
821
SJS Investment Consulting
Ohio
$1.56K -$1.3K -5 -45%
AP
822
Aspect Partners
Virginia
$1.56K – – –
PWA
823
Principia Wealth Advisory
Texas
$1.56K +$778 +3 +100%
BHWM
824
Bay Harbor Wealth Management
Maryland
$1.56K +$778 +3 +100%
VWWMG
825
Vermillion & White Wealth Management Group
Pennsylvania
$1.3K +$1.18K +48 +960%
31 32
33
34 35