847 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
847
Holders Change
+45
Holders Change %
+5.61%
% of All Funds
11.36%
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 %
WA
826
Whipplewood Advisors
Colorado
$1.3K -$2.85K -11 -69%
CAC
827
Core Alternative Capital
Georgia
$1.3K
TIM
828
Tortoise Investment Management
New York
$1.3K +$1.3K +5 New
RAM
829
Riggs Asset Management
Pennsylvania
$1.04K
RWM
830
Rialto Wealth Management
New York
$1.04K +$1.04K +4 New
PWM
831
Parkworth Wealth Management
California
$1.04K +$519 +2 +100%
CAL
832
Capital Analysts LLC
Pennsylvania
$1K -$750 -3 -43%
VWA
833
Valued Wealth Advisors
Utah
$779
QWM
834
Quaker Wealth Management
New Jersey
$779 +$779 +3 New
LCM
835
Logan Capital Management
Pennsylvania
$778
HIA
836
HFM Investment Advisors
New Jersey
$778 +$519 +2 +200%
SIS
837
Strategic Investment Solutions
Illinois
$532
RPA
838
Redwood Park Advisors
California
$519
BHWM
839
Beaird Harris Wealth Management
Texas
$519 +$519 +2 New
SC
840
Stephens Consulting
Michigan
$519 +$519 +2 New
HFS
841
Hughes Financial Services
Virginia
$481 -$1.92K -8 -80%
ACA
842
American Capital Advisory
Idaho
$285
ADL
843
Asset Dedication LLC
California
$260
PWAM
844
Private Wealth Asset Management
Iowa
$259
GWSG
845
GPS Wealth Strategies Group
Colorado
$259 +$259 +1 New
RS
846
Rakuten Securities
Japan
$259 +$259 +1 New
MG
847
Meritage Group
California
-$98.1M -402,901 Closed
CVA
848
Ceredex Value Advisors
Florida
-$83.7M -343,618 Closed
Fundsmith LLP
849
Fundsmith LLP
United Kingdom
-$57.4M -235,505 Closed
NSGL
850
No Street GP LP
California
-$19.5M -80,000 Closed