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