837 hedge funds and large institutions have $30.2B invested in Equifax in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 305 increasing their positions, 260 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
+12
Holders Change %
+1.45%
% of All Funds
11.14%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
118
Increased
305
Reduced
260
Closed
96
Calls
$64.6M
Puts
$31.2M
Net Calls
+$33.4M
Net Calls Change
+$7.59M
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
551
Lake Street Advisors Group
New Hampshire
$363K +$9.43K +37 +3%
SFA
552
Sequoia Financial Advisors
Ohio
$360K -$10.5K -41 -3%
Vontobel Holding
553
Vontobel Holding
Switzerland
$357K
WMN
554
Wealth Management Nebraska
Nebraska
$357K +$357K +1,399 New
BP
555
Ballentine Partners
Massachusetts
$355K +$31.1K +122 +10%
SB
556
Strategic Blueprint
Georgia
$354K -$9.43K -37 -3%
TA
557
TrueWealth Advisors
Alabama
$354K
ACA
558
Aptus Capital Advisors
Alabama
$353K +$353K +1,384 New
BMCM
559
Bryn Mawr Capital Management
Pennsylvania
$348K -$9.43K -37 -3%
FTWA
560
Fifth Third Wealth Advisors
Ohio
$345K +$89.5K +351 +35%
SF
561
Summit Financial
New Jersey
$343K +$4.08K +16 +1%
QCM
562
QRG Capital Management
Illinois
$343K +$70.9K +278 +26%
AWM
563
Axxcess Wealth Management
California
$343K -$3.31K -13 -1%
LF
564
LifePlan Financial
Minnesota
$343K -$259K -1,017 -43%
SFI
565
Siemens Fonds Invest
Germany
$342K
BP
566
BBR Partners
New York
$340K -$119K -465 -26%
Walleye Capital
567
Walleye Capital
New York
$337K -$22.1M -86,784 -98%
DDPIC
568
Deroy & Devereaux Private Investment Counsel
Michigan
$336K +$765 +3 +0.2%
PA
569
Profund Advisors
Maryland
$335K -$52.5K -206 -14%
AAM
570
Aureus Asset Management
Massachusetts
$331K
IAIM
571
International Assets Investment Management
Florida
$330K -$241M -959,046 -100%
NB
572
Nicolet Bankshares
Wisconsin
$329K -$59.9K -235 -15%
WA
573
Waverly Advisors
Alabama
$328K +$328K +1,288 New
PCS
574
Personal CFO Solutions
New Jersey
$326K +$6.63K +26 +2%
CI
575
Cigna Investments
Connecticut
$320K