We are live on ! Find out more
EFOR

Everforth Inc

287 hedge funds and large institutions have $2.15B invested in Everforth Inc in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.22% less ownership

Funds ownership: 98.24%98.02% (-0.22%)

6% less funds holding

Funds holding: 305287 (-18)

20% less capital invested

Capital invested by funds: $2.7B → $2.15B (-$552M)

21% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 117

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

54% less call options, than puts

Call options by funds: $418K | Put options by funds: $913K

Holders
287
Holders Change
-18
Holders Change %
-5.9%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
92
Reduced
117
Closed
53
Calls
$418K
Puts
$913K
Net Calls
-$495K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$14.7K -$3.99K -73 -20%
EWA
227
EverSource Wealth Advisors
Alabama
$14.6K +$13.5K +247 +537%
Barrow, Hanley, Mewhinney & Strauss
228
Barrow, Hanley, Mewhinney & Strauss
Texas
$14.3K +$15.7K +287 New
SWP
229
Strategic Wealth Partners
Ohio
$14.2K +$15.6K +285 New
AAM
230
Advisors Asset Management
Colorado
$14.2K +$9.45K +173 +156%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$14.2K -$31.9K -583 -67%
RA
232
Rise Advisors
New York
$11.2K
Optiver Holding
233
Optiver Holding
Netherlands
$11.1K -$12.6K -230 -51%
CI Investments Inc
234
CI Investments Inc
Ontario, Canada
$11K -$1.18M -21,668 -99%
LI
235
LRI Investments
Florida
$10.1K -$42.2K -773 -79%
ST
236
Smithfield Trust
Pennsylvania
$9K
AAS
237
Ameritas Advisory Services
Nebraska
$8.66K +$9.45K +173 New
Bessemer Group
238
Bessemer Group
New Jersey
$8K +$1.2K +22 +15%
EP
239
Essential Partners
California
$7.89K +$8.63K +158 New
NA
240
NewEdge Advisors
Louisiana
$7.24K
SOW
241
State of Wyoming
Wyoming
$5.64K -$195K -3,572 -97%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$5.64K
HNB
243
Huntington National Bank
Ohio
$5.14K -$4.81K -88 -46%
C
244
Covestor
United Kingdom
$5K
HFS
245
Hantz Financial Services
Michigan
$5K +$4.75K +87 +1,088%
GIA
246
GHP Investment Advisors
Colorado
$4.44K -$82.5K -1,510 -94%
PFBT
247
Parkside Financial Bank & Trust
Missouri
$4.29K +$4.59K +84 +4,200%
CA
248
Clearstead Advisors
Ohio
$4.29K +$4.32K +79 +1,129%
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$4.09K -$2.02K -37 -31%
Simplex Trading
250
Simplex Trading
Illinois
$4K +$4.48K +82 New

EFOR Hedge Fund Activity: Q2 2025 in Review

287 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2025, worth a combined $2.15B — down 20% from $2.7B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of EFOR and 38 opened new positions — a net loss of 15 holders — while 117 trimmed existing stakes and 92 added.

The largest buyer was Millennium Management, adding an estimated $31.1M. The largest seller was Fidelity Investments, cutting an estimated $53.6M.

  • 287 institutional investors held Everforth Inc (EFOR) as of Q2 2025, down from 305 in Q1 2025.
  • Funds reported $2.15B of Everforth Inc stock for Q2 2025, down 20% quarter-over-quarter.
  • 38 funds opened new Everforth Inc positions in Q2 2025 and 53 closed out, a net change of -15 holders.
  • The largest Everforth Inc buyer in Q2 2025 was Millennium Management, an estimated $31.1M added.
  • The largest Everforth Inc seller in Q2 2025 was Fidelity Investments, an estimated $53.6M sold.

Based on aggregated 13F filings for Q2 2025.