843 hedge funds and large institutions have $30.9B invested in Equifax in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 319 increasing their positions, 259 reducing their positions, and 87 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:

0% more capital invested

Capital invested by funds: $30.9B → $30.9B (+$58.4M)

1% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 87

2% less funds holding

Funds holding: 856843 (-13)

Holders
843
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
TFM
801
TFC Financial Management
Massachusetts
$2.31K
S
802
Sachetta
Massachusetts
$2.31K
HHGA
803
Halbert Hargrove Global Advisors
California
$2.05K
FUBT
804
First United Bank & Trust
Maryland
$2.05K
CMP
805
Coston McIsaac & Partners
Maine
$2K
PWMG
806
Prestige Wealth Management Group
New Jersey
$1.8K
BHWM
807
Bay Harbor Wealth Management
Maryland
$1.79K
HWP
808
Highline Wealth Partners
California
$1.54K
SIP
809
Sellwood Investment Partners
Oregon
$1.54K
UCB
810
United Community Bank
South Carolina
$1.54K
TWC
811
TD Waterhouse Canada
Ontario, Canada
$1.52K
VWWMG
812
Vermillion & White Wealth Management Group
Pennsylvania
$1.29K
CIAS
813
CBIZ Investment Advisory Services
Ohio
$1.28K
CAC
814
Core Alternative Capital
Georgia
$1.28K
RWM
815
Rialto Wealth Management
New York
$1.28K
GA
816
Guerra Advisors
Florida
$1.28K
FC
817
Financial Consulate
Maryland
$1.28K
DWM
818
Dogwood Wealth Management
Kansas
$1.03K
WWA
819
Wealth Watch Advisors
Colorado
$1.03K
FMP
820
Financial Management Professionals
Texas
$1.03K
CAL
821
Capital Analysts LLC
Pennsylvania
$1K
HFS
822
Hughes Financial Services
Virginia
$835
TIM
823
Tortoise Investment Management
New York
$770
HIA
824
HFM Investment Advisors
New Jersey
$770
LCM
825
Logan Capital Management
Pennsylvania
$770