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 %
GWM
701
Geneos Wealth Management
Colorado
$61.4K +$765 +3 +1%
GM
702
GeoWealth Management
Illinois
$58.6K -$35.2K -138 -38%
PFBT
703
Parkside Financial Bank & Trust
Missouri
$58.6K -$1.02K -4 -2%
KFI
704
Key Financial Inc
Pennsylvania
$57.9K
UB
705
UMB Bank
Missouri
$57.9K +$2.8K +11 +5%
CIA
706
Cape Investment Advisory
Georgia
$54.5K
OCM
707
Osterweis Capital Management
California
$53.5K
CWM
708
Compass Wealth Management
Connecticut
$51K
AWM
709
Activest Wealth Management
Florida
$49.4K
AF
710
Atala Financial
California
$49.2K +$49.2K +193 New
ETC
711
Exchange Traded Concepts
Oklahoma
$48.7K +$6.88K +27 +16%
RI
712
Ridgewood Investments
New Jersey
$43.8K
HCP
713
Hexagon Capital Partners
Arkansas
$42.6K +$42.6K +167 New
AAP
714
Arax Advisory Partners
Colorado
$40.5K +$2.29K +9 +6%
HI
715
Harbour Investments
Wisconsin
$39.2K
GAM
716
Generali Asset Management
Italy
$39.2K +$39.2K +154 New
SWM
717
Spire Wealth Management
Virginia
$38.5K +$19.1K +75 +99%
AA
718
Ancora Advisors
Ohio
$38.2K -$254 -1 -0.7%
MCM
719
MV Capital Management
Maryland
$38K -$1.27K -5 -3%
FFC
720
First Financial Corp
Indiana
$37K -$16.3K -64 -31%
HNW
721
High Note Wealth
Minnesota
$34.9K +$34.9K +137 New
CPBTD
722
Central Pacific Bank - Trust Division
Hawaii
$34.9K +$34.9K +137 New
CT
723
Colonial Trust
South Carolina
$30.9K +$25.8K +101 +505%
GEA
724
Glen Eagle Advisors
New Jersey
$30K -$6.37K -25 -17%
CAL
725
Capital Advisors Ltd
Ohio
$30K -$1.53K -6 -5%