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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
BTI
751
Blue Trust Inc
Georgia
$17.6K -$98.1K -366 -84%
EFP
752
EnRich Financial Partners
Wisconsin
$17.6K
PPC
753
Park Place Capital
Alabama
$16.3K
AGWCA
754
Annis Gardner Whiting Capital Advisors
Florida
$16.1K
SO
755
Sierra Ocean
California
$15.8K +$16.6K +62 New
AWM
756
Accredited Wealth Management
Kentucky
$15.5K +$16.3K +61 New
PFG
757
Putney Financial Group
California
$15.3K +$16.1K +60 New
GIA
758
GHP Investment Advisors
Colorado
$14.3K +$15K +56 New
ME
759
McIlrath & Eck
Washington
$13.5K
GXJ
760
Global X Japan
Japan
$13.3K +$3.21K +12 +30%
JFGIW
761
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.9K
WA
762
WPG Advisers
Maryland
$12.7K +$13.4K +50 New
HIA
763
Harbor Investment Advisory
Maryland
$12K -$2.14K -8 -15%
GBT
764
Grove Bank & Trust
Florida
$11.7K +$5.36K +20 +77%
MWM
765
Mascoma Wealth Management
New Hampshire
$11.5K -$20.1K -75 -63%
BIA
766
Bell Investment Advisors
California
$11K -$1.34K -5 -10%
SC
767
Solstein Capital
California
$10.7K
SA
768
SRH Advisors
Kansas
$10.7K
EB
769
Eastern Bank
Massachusetts
$10.4K
AW
770
Avion Wealth
Texas
$10K +$5.09K +19 +86%
CFD
771
Creative Financial Designs
Indiana
$9.94K +$2.41K +9 +30%
FFO
772
Fortitude Family Office
Arizona
$9.43K
AF
773
Advisornet Financial
Minnesota
$9.18K -$5.89K -22 -38%
GFPC
774
Global Financial Private Client
Florida
$8.92K +$804 +3 +9%
SC
775
Stance Capital
Massachusetts
$8.92K +$9.38K +35 New