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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
WAS
901
Wealth Advisory Solutions
Indiana
-$344K -1,170 Closed
CC
902
Corton Capital
Ontario, Canada
-$307K -1,044 Closed
OIA
903
OneDigital Investment Advisors
Kansas
-$305K -1,037 Closed
SPA
904
Sherbrooke Park Advisers
New York
-$280K -954 Closed
SIC
905
Sterling Investment Counsel
New York
-$235K -800 Closed
PAG
906
Private Advisor Group
New Jersey
-$234K -796 Closed
WAM
907
Weatherly Asset Management
California
-$234K -796 Closed
EP
908
Edgestream Partners
New Jersey
-$234K -795 Closed
NHC
909
Nicholas Hoffman & Company
Georgia
-$225K -767 Closed
SC
910
Savant Capital
Illinois
-$225K -766 Closed
GLA
911
Great Lakes Advisors
Illinois
-$225K -765 Closed
NIM
912
Northeast Investment Management
Massachusetts
-$224K -761 Closed
IFWM
913
Institute for Wealth Management
Colorado
-$223K -760 Closed
EW
914
Element Wealth
Mississippi
-$222K -757 Closed
Koshinski Asset Management
915
Koshinski Asset Management
Illinois
-$222K -755 Closed
JSSH
916
J. Safra Sarasin Holding
-$220K -750 Closed
SMA
917
Sage Mountain Advisors
Georgia
-$217K -739 Closed
SC
918
Scotia Capital
Ontario, Canada
-$216K -735 Closed
SCM
919
Shelton Capital Management
Colorado
-$214K -729 Closed
JF
920
JSF Financial
California
-$213K -726 Closed
RIG
921
Renaissance Investment Group
Massachusetts
-$206K -700 Closed
SIM
922
Stratos Investment Management
Ohio
-$205K -699 Closed
APP
923
Avantax Planning Partners
Iowa
-$205K -697 Closed
TIA
924
Trust Investment Advisors
Indiana
-$204K -693 Closed
NRD
925
Nebula Research & Development
New York
-$203K -691 Closed