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861 hedge funds and large institutions have $30.9B invested in Equifax in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 309 increasing their positions, 264 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 72

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 264

6% more funds holding

Funds holding: 810861 (+51)

3% more capital invested

Capital invested by funds: $30B → $30.9B (+$908M)

2.75% less ownership

Funds ownership: 98.74%95.98% (-2.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

37% less call options, than puts

Call options by funds: $47.2M | Put options by funds: $74.6M

Holders
861
Holders Change
+51
Holders Change %
+6.3%
% of All Funds
11.34%
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
309
Reduced
264
Closed
72
Calls
$47.2M
Puts
$74.6M
Net Calls
-$27.4M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
801
Financial Network Wealth Advisors
Utah
$5.46K
BFS
802
Bare Financial Services
Pennsylvania
$5.19K +$3.31K +13 +186%
HFS
803
Hantz Financial Services
Michigan
$5K +$4.32K +17 +850%
MAM
804
Meeder Asset Management
Ohio
$4.67K -$9.67K -38 -68%
LSA
805
Leonteq Securities AG
Switzerland
$4.67K -$1.78K -7 -28%
MSWM
806
Mowery & Schoenfeld Wealth Management
Illinois
$4.41K
M
807
MOTCO
Texas
$4.32K +$4.58K +18 New
HIA
808
Harbor Investment Advisory
Maryland
$4.15K -$4.58K -18 -53%
CWP
809
Concord Wealth Partners
Virginia
$4.15K
RTL
810
Red Tortoise LLC
Georgia
$4.15K
CTC
811
Central Trust Company
Missouri
$3.89K +$3.81K +15 New
AWM
812
Abound Wealth Management
Tennessee
$3.63K
SS
813
SBI Securities
Japan
$3.63K
DPW
814
DiNuzzo Private Wealth
Pennsylvania
$3.37K +$509 +2 +18%
WCM
815
WealthTrak Capital Management
Virginia
$3.37K +$1.27K +5 +63%
AWM
816
Activest Wealth Management
Florida
$3.11K -$47.8K -188 -94%
BWL
817
Bogart Wealth LLC
Virginia
$3.11K
PWA
818
Physician Wealth Advisors
Utah
$2.85K +$2.8K +11 New
EP
819
Essential Partners
California
$2.85K +$2.8K +11 New
BGAI
820
Bruce G. Allen Investments
Colorado
$2.59K
CIAS
821
CBIZ Investment Advisory Services
Ohio
$2.59K
TCA
822
Trifecta Capital Advisors
Illinois
$2.59K +$763 +3 +43%
DF
823
Dunhill Financial
United Kingdom
$2.58K -$18.3K -72 -89%
TFM
824
TFC Financial Management
Massachusetts
$2.34K +$254 +1 +13%
S
825
Sachetta
Massachusetts
$2.33K

EFX Hedge Fund Activity: Q2 2025 in Review

861 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2025, worth a combined $30.9B — up 3% from $30B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EFX positions and 72 closed out — a net gain of 61 holders — while 309 added to existing stakes and 264 trimmed.

The largest buyer was Harris Associates, adding an estimated $137M. The largest seller was T. Rowe Price Associates, cutting an estimated $291M.

  • 861 institutional investors held Equifax (EFX) as of Q2 2025, up from 810 in Q1 2025.
  • Funds reported $30.9B of Equifax stock for Q2 2025, up 3% quarter-over-quarter.
  • 133 funds opened new Equifax positions in Q2 2025 and 72 closed out, a net change of +61 holders.
  • The largest Equifax buyer in Q2 2025 was Harris Associates, an estimated $137M added.
  • The largest Equifax seller in Q2 2025 was T. Rowe Price Associates, an estimated $291M sold.

Based on aggregated 13F filings for Q2 2025.