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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
RWS
851
Retirement Wealth Solutions
Wisconsin
$541 +$596 +3 New
UCB
852
United Community Bank
South Carolina
$540 -$3.97K -20 -87%
HIA
853
HFM Investment Advisors
New Jersey
$540 -$199 -1 -25%
1CP
854
1015 Capital Partners
Pennsylvania
$540
DCM
855
Davis Capital Management
Florida
$540 +$397 +2 +200%
SIM
856
Synergy Investment Management
Florida
$540 +$596 +3 New
ACA
857
American Capital Advisory
Idaho
$378
RWM
858
Rialto Wealth Management
New York
$361 -$397 -2 -50%
BHWM
859
Beaird Harris Wealth Management
Texas
$361
RPA
860
Redwood Park Advisors
California
$361
QWM
861
Quaker Wealth Management
New Jersey
$361 +$199 +1 +100%
CW
862
Curio Wealth
Maryland
$360 +$397 +2 New
PUI
863
Purpose Unlimited Inc
$360 +$397 +2 New
T
864
Tidemark
California
$360 +$397 +2 New
DF
865
Dunhill Financial
United Kingdom
$331 -$1.79K -9 -90%
ADL
866
Asset Dedication LLC
California
$181 -$4.57K -23 -96%
FPF
867
First Pacific Financial
Washington
$181 +$199 +1 New
NF
868
Napier Financial
Massachusetts
$180 +$199 +1 New
Parallax Volatility Advisers
869
Parallax Volatility Advisers
California
$180 +$199 +1 New
TCOT
870
Trust Company of Toledo
Ohio
$180 +$199 +1 New
BFS
871
Burkett Financial Services
South Carolina
$18
Norges Bank
872
Norges Bank
Norway
-$276M -1,270,323 Closed
JCM
873
Junto Capital Management
New York
-$140M -645,525 Closed
CPIM
874
Coalescence Partners Investment Management
New York
-$35.8M -165,222 Closed
SWC
875
Square Wave Capital
New York
-$35.8M -165,020 Closed

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.