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EFOR

Everforth Inc

249 hedge funds and large institutions have $1.67B invested in Everforth Inc in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 68 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

51% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 68

9.23% more ownership

Funds ownership: 95.26%104.49% (+9.2%)

9% less funds holding

Funds holding: 275249 (-26)

15% less capital invested

Capital invested by funds: $1.96B → $1.67B (-$290M)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

99% less call options, than puts

Call options by funds: $19K | Put options by funds: $2.32M

Holders
249
Holders Change
-26
Holders Change %
-9.45%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
103
Reduced
68
Closed
65
Calls
$19K
Puts
$2.32M
Net Calls
-$2.3M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
226
Basecamp Wealth Advisors
Washington
$1.24K +$1.43K +32 New
BIA
227
Bell Investment Advisors
California
$1.2K
SIC
228
SJS Investment Consulting
Ohio
$1.05K +$1.2K +27 New
HI
229
Harbour Investments
Wisconsin
$984 +$1.11K +25 New
BAM
230
Byrne Asset Management
New Jersey
$968
OCWP
231
Owl Creek Wealth Partners
Colorado
$968 +$1.11K +25 New
SS
232
Sunbelt Securities
Texas
$697 -$1.25K -28 -61%
AW
233
Ankerstar Wealth
Texas
$542 +$624 +14 New
BTI
234
Blue Trust Inc
Georgia
$503
WA
235
WPG Advisers
Maryland
$465
MG
236
Mather Group
Illinois
$465 +$535 +12 New
TWC
237
TD Waterhouse Canada
Ontario, Canada
$462
BGAI
238
Bruce G. Allen Investments
Colorado
$426 +$134 +3 +38%
SS
239
SBI Securities
Japan
$426 +$446 +10 +1,000%
GWM
240
Gilpin Wealth Management
Colorado
$426 +$490 +11 New
JWA
241
JFS Wealth Advisors
Pennsylvania
$388
TM
242
Torren Management
California
$271 -$31.2K -700 -99%
TPCW
243
TD Private Client Wealth
New York
$271 +$312 +7 New
FFO
244
Fortitude Family Office
Arizona
$194 -$134 -3 -38%
MCM
245
MV Capital Management
Maryland
$155 -$2.58K -58 -94%
VWM
246
Vermillion Wealth Management
Minnesota
$155 +$178 +4 New
DPW
247
DiNuzzo Private Wealth
Pennsylvania
$78 +$45 +1 +100%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$39 -$2.36K -53 -98%
HNB
249
Huntington National Bank
Ohio
$39
NSCM
250
New South Capital Management
Tennessee
-$30.6M -635,011 Closed

EFOR Hedge Fund Activity: Q1 2026 in Review

249 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2026, worth a combined $1.67B — down 15% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of EFOR and 45 opened new positions — a net loss of 20 holders — while 68 trimmed existing stakes and 103 added.

The largest buyer was AQR Capital Management, adding an estimated $71.7M. The largest seller was New South Capital Management, exiting entirely with an estimated $30.6M sold.

  • 249 institutional investors held Everforth Inc (EFOR) as of Q1 2026, down from 275 in Q4 2025.
  • Funds reported $1.67B of Everforth Inc stock for Q1 2026, down 15% quarter-over-quarter.
  • 45 funds opened new Everforth Inc positions in Q1 2026 and 65 closed out, a net change of -20 holders.
  • The largest Everforth Inc buyer in Q1 2026 was AQR Capital Management, an estimated $71.7M added.
  • The largest Everforth Inc seller in Q1 2026 was New South Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2026.