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EFOR

Everforth Inc

298 hedge funds and large institutions have $1.99B invested in Everforth Inc in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

4% more funds holding

Funds holding: 287298 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.2% less ownership

Funds ownership: 98.02%95.82% (-2.2%)

7% less capital invested

Capital invested by funds: $2.15B → $1.99B (-$156M)

51% less call options, than puts

Call options by funds: $15M | Put options by funds: $30.8M

Holders
298
Holders Change
+11
Holders Change %
+3.83%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
112
Reduced
100
Closed
35
Calls
$15M
Puts
$30.8M
Net Calls
-$15.8M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$21.9K +$20.1K +393 +561%
FHC
227
First Horizon Corporation
Tennessee
$21.4K +$23K +451 New
BNP Paribas Asset Management
228
BNP Paribas Asset Management
France
$21K -$561 -11 -2%
QL
229
Quarry LP
New York
$19.4K +$20.9K +409 New
HFS
230
Hantz Financial Services
Michigan
$18K +$14.8K +290 +305%
Optiver Holding
231
Optiver Holding
Netherlands
$16.8K +$6.74K +132 +59%
CI Investments Inc
232
CI Investments Inc
Ontario, Canada
$16K +$5.46K +107 +48%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$15.1K +$12K +236 +288%
CA
234
Clearstead Advisors
Ohio
$14K +$10.7K +210 +244%
Barrow, Hanley, Mewhinney & Strauss
235
Barrow, Hanley, Mewhinney & Strauss
Texas
$13.6K
SWP
236
Strategic Wealth Partners
Ohio
$13.5K
GI
237
GAMMA Investing
California
$13K -$7.75K -152 -36%
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$12.4K -$1.24M -24,379 -99%
AF
239
Allworth Financial
California
$11.6K -$11.3K -221 -48%
C
240
Covestor
United Kingdom
$11K +$6.48K +127 +132%
RA
241
Rise Advisors
New York
$10.6K
NA
242
NewEdge Advisors
Louisiana
$9.33K +$2.65K +52 +36%
ST
243
Smithfield Trust
Pennsylvania
$9K
Jones Financial Companies
244
Jones Financial Companies
Missouri
$8.62K -$5.2K -102 -36%
AAS
245
Ameritas Advisory Services
Nebraska
$8.21K
TWD
246
True Wealth Design
Ohio
$7.43K +$8.01K +157 New
PFBT
247
Parkside Financial Bank & Trust
Missouri
$6.25K +$2.35K +46 +53%
FFA
248
Farther Finance Advisors
California
$5.73K +$4.34K +85 +236%
SOW
249
State of Wyoming
Wyoming
$5.49K +$153 +3 +3%
T. Rowe Price Investment Management
250
T. Rowe Price Investment Management
Maryland
$5K -$26.4M -518,240 -100%

EFOR Hedge Fund Activity: Q3 2025 in Review

298 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2025, worth a combined $1.99B — down 7.3% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EFOR positions and 35 closed out — a net gain of 14 holders — while 112 added to existing stakes and 100 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $17.8M. The largest seller was Fidelity Investments, cutting an estimated $87.8M.

  • 298 institutional investors held Everforth Inc (EFOR) as of Q3 2025, up from 287 in Q2 2025.
  • Funds reported $1.99B of Everforth Inc stock for Q3 2025, down 7.3% quarter-over-quarter.
  • 49 funds opened new Everforth Inc positions in Q3 2025 and 35 closed out, a net change of +14 holders.
  • The largest Everforth Inc buyer in Q3 2025 was AQR Capital Management, an estimated $17.8M added.
  • The largest Everforth Inc seller in Q3 2025 was Fidelity Investments, an estimated $87.8M sold.

Based on aggregated 13F filings for Q3 2025.