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 %
VWM
876
Venturi Wealth Management
Texas
-$388K -1,593 Closed
OFG
877
Oxford Financial Group
Indiana
-$356K -1,462 Closed
RC
878
Rovin Capital
Arizona
-$329K -1,351 Closed
DDPIC
879
Deroy & Devereaux Private Investment Counsel
Michigan
-$320K -1,315 Closed
PTC
880
Petrus Trust Company
Texas
-$306K -1,258 Closed
OTPPB
881
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$299K -1,226 Closed
WDA
882
Wendell David Associates
New Hampshire
-$295K -1,212 Closed
CC
883
Centiva Capital
New York
-$274K -1,124 Closed
APW
884
Austin Private Wealth
Texas
-$265K -1,087 Closed
AC
885
ASB Consultores
Florida
-$263K -1,080 Closed
NA
886
Novus Advisors
South Carolina
-$256K -1,050 Closed
OC
887
Oppenheimer & Co
New York
-$249K -1,023 Closed
UBP
888
Union Bancaire Privee
Switzerland
-$243K -975 Closed
EWA
889
EP Wealth Advisors
California
-$223K -914 Closed
HWAM
890
Hennion & Walsh Asset Management
New Jersey
-$209K -858 Closed
OIA
891
OneDigital Investment Advisors
Kansas
-$209K -857 Closed
EI
892
Ellevest Inc
New York
-$206K -846 Closed
GLA
893
Great Lakes Advisors
Illinois
-$204K -837 Closed
MG
894
Mather Group
Illinois
-$148K -608 Closed
PBK
895
Peoples Bank (Kansas)
Kansas
-$101K -415 Closed
CIAM
896
Caitong International Asset Management
Hong Kong
-$82.6K -339 Closed
CWM
897
Compass Wealth Management
Connecticut
-$48.7K -200 Closed
AF
898
Atala Financial
California
-$47K -193 Closed
CHC
899
City Holding Co
West Virginia
-$33.9K -139 Closed
HWA
900
HHM Wealth Advisors
Tennessee
-$20.2K -83 Closed