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EFOR

Everforth Inc

305 hedge funds and large institutions have $2.7B invested in Everforth Inc in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 102

0.88% more ownership

Funds ownership: 97.35%98.24% (+0.88%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

1% less funds holding

Funds holding: 309305 (-4)

25% less capital invested

Capital invested by funds: $3.59B → $2.7B (-$888M)

72% less call options, than puts

Call options by funds: $825K | Put options by funds: $2.99M

Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
110
Reduced
102
Closed
45
Calls
$825K
Puts
$2.99M
Net Calls
-$2.16M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$54.5K +$7.39K +96 +12%
HT
227
Headlands Technologies
Illinois
$52.7K -$17.1K -222 -21%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$44.7K +$1.39K +18 +2%
Nomura Asset Management
229
Nomura Asset Management
Japan
$41.6K +$26.2K +340 +106%
BTI
230
Blue Trust Inc
Georgia
$38.1K +$2.54K +33 +6%
UB
231
UMB Bank
Missouri
$34.6K +$29.8K +387 +239%
PA
232
Parallel Advisors
California
$30.8K +$12.2K +159 +48%
JSAM
233
J. Safra Asset Management
New York
$30.8K +$4.62K +60 +14%
VCM
234
Versant Capital Management
Arizona
$30.7K +$35.3K +459 +1,639%
CIAM
235
Caitong International Asset Management
Hong Kong
$29.3K -$847 -11 -2%
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$28.7K -$462 -6 -1%
Optiver Holding
237
Optiver Holding
Netherlands
$28.5K +$34.9K +453 New
LC
238
Lindbrook Capital
California
$24.1K +$26.9K +350 +1,094%
HCP
239
Hexagon Capital Partners
Arkansas
$23.9K +$2.69K +35 +10%
SAM
240
Smartleaf Asset Management
Massachusetts
$23.1K -$1.69K -22 -6%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$17.7K -$11.3K -147 -34%
S
242
SignatureFD
Georgia
$14.9K -$1.62K -21 -8%
RA
243
Rise Advisors
New York
$14.1K
HNB
244
Huntington National Bank
Ohio
$12K -$308 -4 -2%
ST
245
Smithfield Trust
Pennsylvania
$12K
NA
246
NewEdge Advisors
Louisiana
$9.14K
Bessemer Group
247
Bessemer Group
New Jersey
$9K -$1K -13 -8%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$7.5K +$7.7K +100 +526%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$7.12K -$4.39K -57 -34%
AAM
250
Advisors Asset Management
Colorado
$7K -$1.46K -19 -15%

EFOR Hedge Fund Activity: Q1 2025 in Review

305 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2025, worth a combined $2.7B — down 25% from $3.59B a quarter earlier.

Fund positioning in EFOR was balanced in Q1 2025: 45 funds opened new positions, 45 closed out, 110 added to existing stakes and 102 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $50.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $47.6M.

  • 305 institutional investors held Everforth Inc (EFOR) as of Q1 2025, down from 309 in Q4 2024.
  • Funds reported $2.7B of Everforth Inc stock for Q1 2025, down 25% quarter-over-quarter.
  • 45 funds opened new Everforth Inc positions in Q1 2025 and 45 closed out, a net change of 0 holders.
  • The largest Everforth Inc buyer in Q1 2025 was Fidelity Investments, an estimated $50.8M added.
  • The largest Everforth Inc seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2025.