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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
SS
801
SBI Securities
Japan
$3.57K +$3.75K +14 New
AWM
802
Avior Wealth Management
Nebraska
$3.31K +$2.14K +8 +160%
CA
803
Continuum Advisory
Idaho
$3.06K -$11.5K -43 -78%
DPW
804
DiNuzzo Private Wealth
Pennsylvania
$2.8K
SIC
805
SJS Investment Consulting
Ohio
$2.8K
CPG
806
Cornerstone Planning Group
New Jersey
$2.75K -$536 -2 -17%
MA
807
MCF Advisors
Kentucky
$2.55K -$268 -1 -9%
BWL
808
Bogart Wealth LLC
Virginia
$2.55K +$2.68K +10 New
BGAI
809
Bruce G. Allen Investments
Colorado
$2.55K +$2.68K +10 New
CCA
810
Criterion Capital Advisors
Tennessee
$2.42K
FNWA
811
Financial Network Wealth Advisors
Utah
$2.29K -$7.77K -29 -76%
SOW
812
State of Wyoming
Wyoming
$2.29K -$4.29K -16 -64%
WA
813
Whipplewood Advisors
Colorado
$2.29K +$2.41K +9 New
PA
814
Pineridge Advisors
Missouri
$2.04K
TFM
815
TFC Financial Management
Massachusetts
$2.04K
WCM
816
WealthTrak Capital Management
Virginia
$2.04K +$2.14K +8 New
CIAS
817
CBIZ Investment Advisory Services
Ohio
$2.04K +$2.14K +8 New
CAL
818
Capital Analysts LLC
Pennsylvania
$2K -$1.07K -4 -36%
CMP
819
Coston McIsaac & Partners
Maine
$2K
PWMG
820
Prestige Wealth Management Group
New Jersey
$1.78K -$3.75K -14 -67%
CWC
821
Carolinas Wealth Consulting
North Carolina
$1.78K -$1.34K -5 -42%
TCA
822
Trifecta Capital Advisors
Illinois
$1.78K
CSWM
823
Cassady Schiller Wealth Management
Ohio
$1.78K +$1.88K +7 New
NC
824
NewSquare Capital
Pennsylvania
$1.78K +$1.88K +7 New
CTC
825
Central Trust Company
Missouri
$1.53K