We are live on ! Find out more

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
UBP
901
Union Bancaire Privee
Switzerland
-$243K -975 Closed
EWA
902
EP Wealth Advisors
California
-$223K -914 Closed
HWAM
903
Hennion & Walsh Asset Management
New Jersey
-$209K -858 Closed
OIA
904
OneDigital Investment Advisors
Kansas
-$209K -857 Closed
EI
905
Ellevest Inc
New York
-$206K -846 Closed
GLA
906
Great Lakes Advisors
Illinois
-$204K -837 Closed
MG
907
Mather Group
Illinois
-$148K -608 Closed
PBK
908
Peoples Bank (Kansas)
Kansas
-$101K -415 Closed
CIAM
909
Caitong International Asset Management
Hong Kong
-$82.6K -339 Closed
CWM
910
Compass Wealth Management
Connecticut
-$48.7K -200 Closed
AF
911
Atala Financial
California
-$47K -193 Closed
CHC
912
City Holding Co
West Virginia
-$33.9K -139 Closed
HWA
913
HHM Wealth Advisors
Tennessee
-$20.2K -83 Closed
WPA
914
West Paces Advisors
Georgia
-$17K -70 Closed
EI
915
eCIO Inc
Wisconsin
-$16.8K -69 Closed
AWM
916
Accredited Wealth Management
Kentucky
-$14.9K -61 Closed
BC
917
Bayforest Capital
United Kingdom
-$14.1K -58 Closed
GXJ
918
Global X Japan
Japan
-$13.9K -57 Closed
SCB
919
Saudi Central Bank
Saudi Arabia
-$11.9K -49 Closed
GFPC
920
Global Financial Private Client
Florida
-$9.5K -39 Closed
AT
921
Avalon Trust
New Mexico
-$7.01K -29 Closed
ETS
922
ESL Trust Services
New York
-$5.84K -24 Closed
QC
923
Quent Capital
New York
-$3.9K -16 Closed
RCM
924
Raleigh Capital Management
North Carolina
-$1.71K -7 Closed
TC
925
Truvestments Capital
Florida
-$1.46K -6 Closed

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.