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Equifax
EFX

847 hedge funds and large institutions have $30.2B invested in Equifax in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 310 increasing their positions, 260 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $64.6M | Put options by funds: $31.2M

24% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 97

19% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 260

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

2% more funds holding

Funds holding: 834 → 847 (+13)

0.6% more ownership

Funds ownership: 95.1% → 95.7% (+0.6%)

12% less capital invested

Capital invested by funds: $34.3B → $30.2B (-$4.05B)

Holders
847
Holders Change
+13
Holders Change %
+1.56%
% of All Funds
11.16%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
120
Increased
310
Reduced
260
Closed
97
Calls
$64.6M
Puts
$31.2M
Net Calls
+$33.4M
Net Calls Change
+$7.59M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$472M
2
Lazard Asset Management
Lazard Asset Management
New York
+$253M
3
VanEck Associates
VanEck Associates
New York
+$212M
4
Goldman Sachs
Goldman Sachs
New York
+$201M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$182M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$816M
2
BlackRock
BlackRock
New York
-$265M
3
IAIM
International Assets Investment Management
Florida
-$257M
4
Marshall Wace
Marshall Wace
United Kingdom
-$158M
5
GIM
Generation Investment Management
United Kingdom
-$93.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
526
Quadrant Capital Group
Ohio
$435K +$3.48K +13 +0.8%
WJWM
527
Williams Jones Wealth Management
New York
$434K – – –
GT
528
Greenleaf Trust
Michigan
$434K +$9.91K +37 +2%
EC
529
EntryPoint Capital
New York
$434K +$456K +1,702 New
HI
530
Horizon Investments
North Carolina
$431K +$3.48K +13 +0.8%
HFO
531
Heritage Family Offices
Arizona
$423K +$3.21K +12 +0.7%
IIC
532
Ironwood Investment Counsel
Arizona
$421K – – –
CI Investments Inc
533
CI Investments Inc
Ontario, Canada
$419K +$117K +437 +36%
NP
534
NorthRock Partners
Minnesota
$416K +$7.77K +29 +2%
DFCM
535
Dark Forest Capital Management
Puerto Rico
$415K +$19.6K +73 +5%
BFA
536
Bragg Financial Advisors
North Carolina
$411K -$45K -168 -9%
IAN
537
Integrated Advisors Network
Texas
$406K +$11.8K +44 +3%
SPIA
538
Steward Partners Investment Advisory
New York
$404K +$42.3K +158 +11%
CG
539
Caprock Group
Idaho
$400K +$420K +1,569 New
I
540
InceptionR
California
$392K +$413K +1,540 New
YIH
541
Y-Intercept (HK)
Hong Kong
$386K -$2.39M -8,932 -85%
RP
542
Riverwater Partners
Wisconsin
$385K +$65.4K +244 +19%
WP
543
WMS Partners
Maryland
$384K +$403K +1,505 New
FVWA
544
Foster Victor Wealth Advisors
South Carolina
$384K – – –
PWG
545
Portside Wealth Group
Utah
$383K +$55.2K +206 +16%
VWMG
546
Virginia Wealth Management Group
Virginia
$382K – – –
WT
547
Washington Trust
Rhode Island
$382K – – –
SFG
548
SNS Financial Group
Minnesota
$381K +$268 +1 +0.1%
P
549
Pitcairn
Pennsylvania
$376K +$6.7K +25 +2%
TIAA Trust, National Association
550
TIAA Trust, National Association
North Carolina
$375K +$4.82K +18 +1%
20 21
22
23 24

EFX Hedge Fund Activity: Q4 2024 in Review

847 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2024, worth a combined $30.2B — down 12% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new EFX positions and 97 closed out — a net gain of 23 holders — while 310 added to existing stakes and 260 trimmed.

The largest buyer was Harris Associates, adding an estimated $472M. The largest seller was Capital International Investors, cutting an estimated $816M.

  • 847 institutional investors held Equifax (EFX) as of Q4 2024, up from 834 in Q3 2024.
  • Funds reported $30.2B of Equifax stock for Q4 2024, down 12% quarter-over-quarter.
  • 120 funds opened new Equifax positions in Q4 2024 and 97 closed out, a net change of +23 holders.
  • The largest Equifax buyer in Q4 2024 was Harris Associates, an estimated $472M added.
  • The largest Equifax seller in Q4 2024 was Capital International Investors, an estimated $816M sold.

Based on aggregated 13F filings for Q4 2024.