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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
LFG
251
Larson Financial Group
Missouri
$6.49K +$7.77K +101 +5,050%
C
252
Covestor
United Kingdom
$6K
QL
253
Quarry LP
New York
$4.54K +$4K +52 +260%
HWM
254
Hemington Wealth Management
Virginia
$4K -$385 -5 -6%
PTC
255
Private Trust Company
Ohio
$3.84K -$924 -12 -16%
GWM
256
Geneos Wealth Management
Colorado
$3.4K +$4.16K +54 New
AAP
257
Arax Advisory Partners
Colorado
$3.09K +$3.77K +49 New
EWA
258
EverSource Wealth Advisors
Alabama
$2.9K -$2.62K -34 -43%
CTC
259
Central Trust Company
Missouri
$2.84K
FFA
260
Farther Finance Advisors
California
$2.82K +$154 +2 +5%
MAFA
261
MJT & Associates Financial Advisory
Minnesota
$2.71K +$3.31K +43 New
FHA
262
First Horizon Advisors
Tennessee
$2.71K +$2.23K +29 +207%
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$2.4K
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$2.27K +$1.23K +16 +80%
JWA
265
JFS Wealth Advisors
Pennsylvania
$1.95K -$308 -4 -11%
SPIA
266
Steward Partners Investment Advisory
New York
$1.89K
TWD
267
True Wealth Design
Ohio
$1.83K +$2.23K +29 New
AF
268
Allworth Financial
California
$1.66K +$2.08K +27 +540%
IA
269
IFP Advisors
Florida
$1.64K -$308 -4 -13%
TCM
270
TD Capital Management
Tennessee
$1.64K
BAM
271
Byrne Asset Management
New Jersey
$1.58K
SC
272
Stephens Consulting
Michigan
$1.26K +$1.54K +20 New
WA
273
WPG Advisers
Maryland
$1.26K +$1.54K +20 New
BIA
274
Bell Investment Advisors
California
$1.14K +$1.39K +18 New
CFO
275
CVA Family Office
Colorado
$1.13K +$1.39K +18 New

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.