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Equifax

870 hedge funds and large institutions have $21.7B invested in Equifax in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 325 increasing their positions, 278 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $18.5M

17% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 278

4.2% more ownership

Funds ownership: 95.45%99.65% (+4.2%)

4% less first-time investments, than exits

New positions opened: 136 | Existing positions closed: 141

3% less funds holding

Funds holding: 893870 (-23)

15% less capital invested

Capital invested by funds: $25.4B → $21.7B (-$3.72B)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
870
Holders Change
-23
Holders Change %
-2.58%
% of All Funds
10.7%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
136
Increased
325
Reduced
278
Closed
141
Calls
$26.6M
Puts
$18.5M
Net Calls
+$8.03M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
826
Wall Street Financial Group
Illinois
$2.16K +$2.38K +12 New
PWA
827
Portus Wealth Advisors
North Carolina
$1.98K +$2.19K +11 New
TFM
828
TFC Financial Management
Massachusetts
$1.8K +$596 +3 +43%
DPW
829
DiNuzzo Private Wealth
Pennsylvania
$1.8K -$199 -1 -9%
RS
830
Rakuten Securities
Japan
$1.8K +$1.99K +10 New
RCM
831
Raleigh Capital Management
North Carolina
$1.8K +$1.99K +10 New
TSMHT
832
Thurston Springer Miller Herd & Titak
Indiana
$1.8K
AP
833
Aspect Partners
Virginia
$1.62K +$199 +1 +13%
PWMG
834
Prestige Wealth Management Group
New Jersey
$1.26K
DWM
835
Dogwood Wealth Management
Kansas
$1.26K -$1.59K -8 -53%
IW
836
Imprint Wealth
South Carolina
$1.26K
HWP
837
Highline Wealth Partners
California
$1.08K +$397 +2 +50%
NSIM
838
North Star Investment Management
Illinois
$1.08K +$397 +2 +50%
EC
839
Elequin Capital
New York
$1.08K +$1.19K +6 New
NB
840
NBT Bank
New York
$1.08K +$1.19K +6 New
CAL
841
Capital Analysts LLC
Pennsylvania
$1K
PWA
842
Physician Wealth Advisors
Utah
$901 -$7.75K -39 -89%
FC
843
Financial Consulate
Maryland
$901
ECA
844
Elevated Capital Advisors
Utah
$900
HFS
845
Hughes Financial Services
Virginia
$900 +$596 +3 +150%
BH
846
Burk Holdings
Oklahoma
$900 +$993 +5 New
MWC
847
MBM Wealth Consultants
Missouri
$900 +$993 +5 New
WA
848
Whipplewood Advisors
Colorado
$900 +$993 +5 New
CA
849
Crewe Advisors
Utah
$541 -$199 -1 -25%
VWA
850
Valued Wealth Advisors
Utah
$541

EFX Hedge Fund Activity: Q1 2026 in Review

870 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2026, worth a combined $21.7B — down 15% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of EFX and 136 opened new positions — a net loss of 5 holders — while 278 trimmed existing stakes and 325 added.

The largest buyer was Soroban Capital Partners, adding an estimated $629M. The largest seller was Capital International Investors, cutting an estimated $549M.

  • 870 institutional investors held Equifax (EFX) as of Q1 2026, down from 893 in Q4 2025.
  • Funds reported $21.7B of Equifax stock for Q1 2026, down 15% quarter-over-quarter.
  • 136 funds opened new Equifax positions in Q1 2026 and 141 closed out, a net change of -5 holders.
  • The largest Equifax buyer in Q1 2026 was Soroban Capital Partners, an estimated $629M added.
  • The largest Equifax seller in Q1 2026 was Capital International Investors, an estimated $549M sold.

Based on aggregated 13F filings for Q1 2026.