We are live on ! Find out more

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
AIM
701
Anchor Investment Management
South Carolina
$82.1K
CSPIA
702
Cary Street Partners Investment Advisory
Virginia
$77.7K -$2.3M -8,592 -97%
NA
703
NewEdge Advisors
Louisiana
$72.8K +$7.5K +28 +11%
TIM
704
Tortoise Investment Management
New York
$64.7K +$30K +112 +79%
CSB
705
City State Bank
Iowa
$63.7K
GWM
706
Geneos Wealth Management
Colorado
$61.4K +$804 +3 +1%
GM
707
GeoWealth Management
Illinois
$58.6K -$37K -138 -38%
PFBT
708
Parkside Financial Bank & Trust
Missouri
$58.6K -$1.07K -4 -2%
KFI
709
Key Financial Inc
Pennsylvania
$57.9K
UB
710
UMB Bank
Missouri
$57.9K +$2.95K +11 +5%
CIA
711
Cape Investment Advisory
Georgia
$54.5K
OCM
712
Osterweis Capital Management
California
$53.5K
CWM
713
Compass Wealth Management
Connecticut
$51K
AWM
714
Activest Wealth Management
Florida
$49.4K
AF
715
Atala Financial
California
$49.2K +$51.7K +193 New
ETC
716
Exchange Traded Concepts
Oklahoma
$48.7K +$7.24K +27 +16%
RI
717
Ridgewood Investments
New Jersey
$43.8K
HCP
718
Hexagon Capital Partners
Arkansas
$42.6K +$44.7K +167 New
AAP
719
Arax Advisory Partners
Colorado
$40.5K +$2.41K +9 +6%
HI
720
Harbour Investments
Wisconsin
$39.2K
EPIM
721
Evelyn Partners Investment Management
$39.2K +$41.3K +154 New
GAM
722
Generali Asset Management
Italy
$39.2K +$41.3K +154 New
SWM
723
Spire Wealth Management
Virginia
$38.5K +$20.1K +75 +99%
AA
724
Ancora Advisors
Ohio
$38.2K -$268 -1 -0.7%
MCM
725
MV Capital Management
Maryland
$38K -$1.34K -5 -3%