853 hedge funds and large institutions have $31B invested in Equifax in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 325 increasing their positions, 262 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

1% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 86

0% more capital invested

Capital invested by funds: $30.9B → $31B (+$87.6M)

1% less funds holding

Funds holding: 859853 (-6)

Holders
853
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$65.6M
Puts
$42.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
801
NBC Securities
Alabama
$3.33K
DPW
802
DiNuzzo Private Wealth
Pennsylvania
$3.2K
EWP
803
Elevation Wealth Partners
California
$3.08K
MA
804
MCF Advisors
Kentucky
$3.08K
SS
805
Sunbelt Securities
Texas
$2.82K
MAM
806
Marquette Asset Management
Minnesota
$2.57K
BWL
807
Bogart Wealth LLC
Virginia
$2.56K
BGAI
808
Bruce G. Allen Investments
Colorado
$2.56K
DF
809
Dunhill Financial
United Kingdom
$2.41K
TFM
810
TFC Financial Management
Massachusetts
$2.31K
S
811
Sachetta
Massachusetts
$2.31K
HHGA
812
Halbert Hargrove Global Advisors
California
$2.05K
FUBT
813
First United Bank & Trust
Maryland
$2.05K
CMP
814
Coston McIsaac & Partners
Maine
$2K
PWMG
815
Prestige Wealth Management Group
New Jersey
$1.8K
BHWM
816
Bay Harbor Wealth Management
Maryland
$1.79K
HWP
817
Highline Wealth Partners
California
$1.54K
UCB
818
United Community Bank
South Carolina
$1.54K
SIP
819
Sellwood Investment Partners
Oregon
$1.54K
TWC
820
TD Waterhouse Canada
Ontario, Canada
$1.52K
VWWMG
821
Vermillion & White Wealth Management Group
Pennsylvania
$1.29K
CIAS
822
CBIZ Investment Advisory Services
Ohio
$1.28K
PWA
823
Principia Wealth Advisory
Texas
$1.28K
CAC
824
Core Alternative Capital
Georgia
$1.28K
RWM
825
Rialto Wealth Management
New York
$1.28K