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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
QL
776
Quarry LP
New York
$8.66K -$210K -784 -96%
CTWM
777
Cherry Tree Wealth Management
Minnesota
$8.66K
JWA
778
JFS Wealth Advisors
Pennsylvania
$8.66K
MEG
779
Millstone Evans Group
Colorado
$8.41K +$8.84K +33 New
DF
780
Dunhill Financial
United Kingdom
$7.88K +$1.61K +6 +24%
PMFA
781
Plante Moran Financial Advisors
Michigan
$7.65K +$8.04K +30 New
SSB
782
Sandy Spring Bank
Maryland
$7.4K
MFT
783
Moisand Fitzgerald Tamayo
Florida
$7.14K
RA
784
Ransom Advisory
Rhode Island
$7.14K
FWM
785
FSA Wealth Management
Massachusetts
$6.88K
VWM
786
Vermillion Wealth Management
Minnesota
$6.42K +$6.7K +25 New
SC
787
SouthState Corp
Florida
$6.37K +$6.7K +25 New
ETS
788
ESL Trust Services
New York
$6.12K
LSA
789
Leonteq Securities AG
Switzerland
$6.12K +$6.43K +24 New
S
790
Sachetta
Massachusetts
$5.86K
NRG
791
Nemes Rush Group
Michigan
$5.36K +$5.63K +21 New
HWA
792
Heritage Wealth Advisors
Virginia
$5.1K +$1.07K +4 +25%
MSWM
793
Mowery & Schoenfeld Wealth Management
Illinois
$4.84K +$5.09K +19 New
AWM
794
Abound Wealth Management
Tennessee
$4.79K -$268 -1 -5%
CWP
795
Concord Wealth Partners
Virginia
$4.08K
QC
796
Quent Capital
New York
$4.08K
RTL
797
Red Tortoise LLC
Georgia
$4.08K
ZB
798
Zions Bancorporation
Utah
$4.08K
WWP
799
WR Wealth Planners
Missouri
$3.82K +$536 +2 +15%
CA
800
CoreCap Advisors
Michigan
$3.57K +$3.75K +14 New