848 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
848
Holders Change
+46
Holders Change %
+5.74%
% of All Funds
11.37%
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 %
VWWMG
826
Vermillion & White Wealth Management Group
Pennsylvania
$1.3K +$1.18K +48 +960%
WA
827
Whipplewood Advisors
Colorado
$1.3K -$2.85K -11 -69%
CAC
828
Core Alternative Capital
Georgia
$1.3K
TIM
829
Tortoise Investment Management
New York
$1.3K +$1.3K +5 New
RAM
830
Riggs Asset Management
Pennsylvania
$1.04K
RWM
831
Rialto Wealth Management
New York
$1.04K +$1.04K +4 New
PWM
832
Parkworth Wealth Management
California
$1.04K +$519 +2 +100%
CAL
833
Capital Analysts LLC
Pennsylvania
$1K -$750 -3 -43%
VWA
834
Valued Wealth Advisors
Utah
$779
QWM
835
Quaker Wealth Management
New Jersey
$779 +$779 +3 New
LCM
836
Logan Capital Management
Pennsylvania
$778
HIA
837
HFM Investment Advisors
New Jersey
$778 +$519 +2 +200%
SIS
838
Strategic Investment Solutions
Illinois
$532
RPA
839
Redwood Park Advisors
California
$519
BHWM
840
Beaird Harris Wealth Management
Texas
$519 +$519 +2 New
SC
841
Stephens Consulting
Michigan
$519 +$519 +2 New
HFS
842
Hughes Financial Services
Virginia
$481 -$1.92K -8 -80%
ACA
843
American Capital Advisory
Idaho
$285
ADL
844
Asset Dedication LLC
California
$260
PWAM
845
Private Wealth Asset Management
Iowa
$259
GWSG
846
GPS Wealth Strategies Group
Colorado
$259 +$259 +1 New
RS
847
Rakuten Securities
Japan
$259 +$259 +1 New
MG
848
Meritage Group
California
-$98.1M -402,901 Closed
CVA
849
Ceredex Value Advisors
Florida
-$83.7M -343,618 Closed
Fundsmith LLP
850
Fundsmith LLP
United Kingdom
-$57.4M -235,505 Closed