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861 hedge funds and large institutions have $30.9B invested in Equifax in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 309 increasing their positions, 264 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 72

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 264

6% more funds holding

Funds holding: 810861 (+51)

3% more capital invested

Capital invested by funds: $30B → $30.9B (+$908M)

2.75% less ownership

Funds ownership: 98.74%95.98% (-2.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

37% less call options, than puts

Call options by funds: $47.2M | Put options by funds: $74.6M

Holders
861
Holders Change
+51
Holders Change %
+6.3%
% of All Funds
11.34%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
133
Increased
309
Reduced
264
Closed
72
Calls
$47.2M
Puts
$74.6M
Net Calls
-$27.4M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
826
True Wealth Design
Ohio
$2.33K +$509 +2 +29%
NWM
827
Nova Wealth Management
Florida
$2.28K +$2.29K +9 New
FUBT
828
First United Bank & Trust
Maryland
$2.08K
KG
829
Kilter Group
New York
$2.08K +$2.04K +8 New
CMP
830
Coston McIsaac & Partners
Maine
$2K
PWMG
831
Prestige Wealth Management Group
New Jersey
$1.82K
DWM
832
Dogwood Wealth Management
Kansas
$1.58K -$763 -3 -33%
HWP
833
Highline Wealth Partners
California
$1.56K -$509 -2 -25%
SIC
834
SJS Investment Consulting
Ohio
$1.56K -$1.27K -5 -45%
AP
835
Aspect Partners
Virginia
$1.56K
BHWM
836
Bay Harbor Wealth Management
Maryland
$1.56K +$763 +3 +100%
PWA
837
Principia Wealth Advisory
Texas
$1.56K +$763 +3 +100%
VWWMG
838
Vermillion & White Wealth Management Group
Pennsylvania
$1.3K +$12.2K +48 +960%
WA
839
Whipplewood Advisors
Colorado
$1.3K -$2.8K -11 -69%
CAC
840
Core Alternative Capital
Georgia
$1.3K
TIM
841
Tortoise Investment Management
New York
$1.3K +$1.27K +5 New
RAM
842
Riggs Asset Management
Pennsylvania
$1.04K
RWM
843
Rialto Wealth Management
New York
$1.04K +$1.02K +4 New
PWM
844
Parkworth Wealth Management
California
$1.04K +$509 +2 +100%
CAL
845
Capital Analysts LLC
Pennsylvania
$1K -$763 -3 -43%
VWA
846
Valued Wealth Advisors
Utah
$779
QWM
847
Quaker Wealth Management
New Jersey
$779 +$763 +3 New
LCM
848
Logan Capital Management
Pennsylvania
$778
HIA
849
HFM Investment Advisors
New Jersey
$778 +$509 +2 +200%
SIS
850
Strategic Investment Solutions
Illinois
$532

EFX Hedge Fund Activity: Q2 2025 in Review

861 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2025, worth a combined $30.9B — up 3% from $30B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EFX positions and 72 closed out — a net gain of 61 holders — while 309 added to existing stakes and 264 trimmed.

The largest buyer was Harris Associates, adding an estimated $137M. The largest seller was T. Rowe Price Associates, cutting an estimated $291M.

  • 861 institutional investors held Equifax (EFX) as of Q2 2025, up from 810 in Q1 2025.
  • Funds reported $30.9B of Equifax stock for Q2 2025, up 3% quarter-over-quarter.
  • 133 funds opened new Equifax positions in Q2 2025 and 72 closed out, a net change of +61 holders.
  • The largest Equifax buyer in Q2 2025 was Harris Associates, an estimated $137M added.
  • The largest Equifax seller in Q2 2025 was T. Rowe Price Associates, an estimated $291M sold.

Based on aggregated 13F filings for Q2 2025.