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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: 1315 (+2)

2% more funds holding

Funds holding: 834847 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
626
Salem Investment Counselors
North Carolina
$251K
JF
627
Jump Financial
Illinois
$251K -$313K -1,169 -54%
MWM
628
Modera Wealth Management
New Jersey
$251K +$5.36K +20 +2%
LNWWM
629
Laird Norton Wetherby Wealth Management
California
$251K -$16.6K -62 -6%
IIM
630
Ipswich Investment Management
Massachusetts
$246K +$42.9K +160 +20%
MLFP
631
MPS Loria Financial Planners
Illinois
$241K
CCA
632
Checchi Capital Advisers
California
$239K +$1.88K +7 +0.8%
AIM
633
Acropolis Investment Management
Missouri
$237K
JWCA
634
J.W. Cole Advisors
Florida
$235K
CPIG
635
Chicago Partners Investment Group
Illinois
$235K -$141K -528 -36%
EWA
636
EP Wealth Advisors
California
$234K +$245K +916 New
HWAM
637
Hennion & Walsh Asset Management
New Jersey
$231K -$239K -891 -50%
EI
638
Ellevest Inc
New York
$231K -$6.7K -25 -3%
NG
639
Norden Group
Utah
$227K +$29.2K +109 +14%
TCM
640
Teza Capital Management
Illinois
$224K -$83.1K -310 -26%
HCM
641
Howard Capital Management
Georgia
$224K +$12.1K +45 +5%
PCM
642
Penserra Capital Management
California
$224K +$80.4K +300 +51%
AT
643
American Trust
Kentucky
$223K -$13.7K -51 -6%
MCC
644
Malaga Cove Capital
California
$221K +$232K +866 New
TCOTS
645
Trust Company of the South
North Carolina
$219K -$27.9K -104 -11%
AR
646
Apeiron RIA
Texas
$217K
AC
647
ASB Consultores
Florida
$216K +$21.7K +81 +11%
LFP
648
Lakeshore Financial Planning
Michigan
$216K
CGL
649
Clarius Group LLC
Washington
$216K
AC
650
Avestar Capital
New York
$212K +$20.9K +78 +10%

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.