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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
BRWA
651
B. Riley Wealth Advisors
Florida
$212K +$4.29K +16 +2%
FA
652
Fedenia Advisers
Wisconsin
$211K +$222K +829 New
A
653
Argentarii
Ohio
$211K +$222K +828 New
VVP
654
Venture Visionary Partners
Ohio
$211K
CI
655
Conning Inc
Connecticut
$210K -$6.7K -25 -3%
DWT
656
Dorsey & Whitney Trust
South Dakota
$208K +$11.5K +43 +6%
GC
657
Grange Capital
Oregon
$207K +$218K +814 New
EGWAG
658
Elwood & Goetz Wealth Advisory Group
Georgia
$206K -$16.1K -60 -7%
CFG
659
Citizens Financial Group
Rhode Island
$206K
LFG
660
Larson Financial Group
Missouri
$205K +$49.3K +184 +30%
DT
661
Diversified Trust
Tennessee
$204K +$3.75K +14 +2%
SWM
662
Seed Wealth Management
Illinois
$204K
CIA
663
Concurrent Investment Advisors
Florida
$204K +$12.3K +46 +6%
PS
664
Principal Securities
Iowa
$203K +$18K +67 +9%
WBC
665
Westpac Banking Corp
Australia
$202K
YWM
666
Yoder Wealth Management
California
$202K
DS
667
DRW Securities
Illinois
$200K -$61.9K -231 -23%
HKIMG
668
Hutchens & Kramer Investment Management Group
Indiana
$200K
WTC
669
WhitTier Trust Company
Nevada
$192K -$536 -2 -0.3%
FFA
670
Farther Finance Advisors
California
$192K +$8.84K +33 +5%
CT
671
Clearstead Trust
Maine
$185K +$195K +726 New
Simplex Trading
672
Simplex Trading
Illinois
$184K +$194K +725 New
BC
673
Bayforest Capital
United Kingdom
$179K +$189K +704 New
RIL
674
Rothschild Investment LLC
Illinois
$175K -$4.29K -16 -2%
WT
675
Whittier Trust
California
$174K -$2.68K -10 -1%