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EFOR

Everforth Inc

275 hedge funds and large institutions have $1.96B invested in Everforth Inc in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 114 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.56% less ownership

Funds ownership: 95.82%95.26% (-0.56%)

2% less capital invested

Capital invested by funds: $1.99B → $1.96B (-$30.1M)

8% less funds holding

Funds holding: 298275 (-23)

20% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 114

33% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 57

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
275
Holders Change
-23
Holders Change %
-7.72%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
91
Reduced
114
Closed
57
Calls
Puts
$10K
Net Calls
-$10K
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Covestor
United Kingdom
$11K -$46 -1 -0.4%
Los Angeles Capital Management
227
Los Angeles Capital Management
California
$11K +$11.5K +250 New
S
228
SignatureFD
Georgia
$10.1K +$6.55K +142 +209%
SC
229
SouthState Corp
Florida
$9.78K +$9.36K +203 New
ST
230
Smithfield Trust
Pennsylvania
$9K
BBHC
231
Brown Brothers Harriman & Co
New York
$7.66K +$7.33K +159 New
SAM
232
Smartleaf Asset Management
Massachusetts
$6.65K +$4.29K +93 +221%
SWIM
233
Smallwood Wealth Investment Management
New Jersey
$5.15K +$4.93K +107 New
PFBT
234
Parkside Financial Bank & Trust
Missouri
$4.05K -$2.21K -48 -36%
T. Rowe Price Investment Management
235
T. Rowe Price Investment Management
Maryland
$4K -$876 -19 -20%
MCM
236
MV Capital Management
Maryland
$2.99K +$1.71K +37 +148%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$2.75K -$968 -21 -27%
GIA
238
GHP Investment Advisors
Colorado
$2.65K
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$2.6K -$12.2K -264 -83%
GFA
240
Godfrey Financial Associates
New York
$2.5K +$2.4K +52 New
S
241
Sachetta
Massachusetts
$2.36K +$968 +21 +75%
KG
242
Kilter Group
New York
$2.26K -$369 -8 -15%
SS
243
Sunbelt Securities
Texas
$2.22K +$1.25K +27 +142%
CTC
244
Central Trust Company
Missouri
$2.17K
TWD
245
True Wealth Design
Ohio
$2.12K -$5.21K -113 -72%
BFS
246
Bare Financial Services
Pennsylvania
$2.02K +$1.52K +33 +367%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$1.93K
QC
248
Quent Capital
New York
$1.88K +$691 +15 +63%
IA
249
IFP Advisors
Florida
$1.83K -$1.15K -25 -40%
NICM
250
Neo Ivy Capital Management
New York
$1.83K +$1.75K +38 New

EFOR Hedge Fund Activity: Q4 2025 in Review

275 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2025, worth a combined $1.96B — down 1.5% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EFOR and 38 opened new positions — a net loss of 19 holders — while 114 trimmed existing stakes and 91 added.

The largest buyer was Invesco, adding an estimated $31.4M. The largest seller was Macquarie Group, exiting entirely with an estimated $65.5M sold.

  • 275 institutional investors held Everforth Inc (EFOR) as of Q4 2025, down from 298 in Q3 2025.
  • Funds reported $1.96B of Everforth Inc stock for Q4 2025, down 1.5% quarter-over-quarter.
  • 38 funds opened new Everforth Inc positions in Q4 2025 and 57 closed out, a net change of -19 holders.
  • The largest Everforth Inc buyer in Q4 2025 was Invesco, an estimated $31.4M added.
  • The largest Everforth Inc seller in Q4 2025 was Macquarie Group, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2025.