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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
TAM
826
Tucker Asset Management
Colorado
$1.53K
CWP
827
Clark Wealth Partners
Illinois
$1.53K +$1.61K +6 New
VWWMG
828
Vermillion & White Wealth Management Group
Pennsylvania
$1.28K
HWP
829
Highline Wealth Partners
California
$1.28K +$268 +1 +25%
WWM
830
Wolff Wiese Magana
California
$1.27K
CAC
831
Core Alternative Capital
Georgia
$1.27K +$268 +1 +25%
RAM
832
Riggs Asset Management
Pennsylvania
$1.02K
JGIA
833
Jackson Grant Investment Advisers
Connecticut
$1.02K
BF
834
BOK Financial
Oklahoma
$977 -$536 -2 -33%
VWA
835
Valued Wealth Advisors
Utah
$765 -$1.07K -4 -57%
BFPW
836
BOK Financial Private Wealth
Colorado
$765 +$804 +3 New
LCM
837
Logan Capital Management
Pennsylvania
$765 +$804 +3 New
PWA
838
Principia Wealth Advisory
Texas
$765 +$804 +3 New
WW
839
Winnow Wealth
Texas
$561 +$804 +3 New
SIS
840
Strategic Investment Solutions
Illinois
$521
PWM
841
Parkworth Wealth Management
California
$510 +$536 +2 New
RPA
842
Redwood Park Advisors
California
$510 +$536 +2 New
A
843
AlphaQuest
New York
$255 -$716K -2,673 -100%
AP
844
Aspect Partners
Virginia
$255
ADL
845
Asset Dedication LLC
California
$255
SMAM
846
Sugar Maple Asset Management
Wisconsin
$255 +$268 +1 New
ACA
847
American Capital Advisory
Idaho
$26
RG
848
Rathbones Group
United Kingdom
-$86.1M -292,937 Closed
IMCOOI
849
Investment Management Corp of Ontario (IMCO)
Canada
-$43.8M -149,141 Closed
TC
850
TwinBeech Capital
New York
-$35.8M -121,798 Closed