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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
PTC
251
Private Trust Company
Ohio
$3.94K +$983 +18 +30%
RIL
252
Rothschild Investment LLC
Illinois
$3.5K +$3K +55 +367%
IA
253
IFP Advisors
Florida
$3.4K +$765 +14 +54%
FHA
254
First Horizon Advisors
Tennessee
$2.75K +$656 +12 +28%
VCM
255
Versant Capital Management
Arizona
$2.6K -$23.8K -435 -89%
KG
256
Kilter Group
New York
$2.5K +$2.73K +50 New
CTC
257
Central Trust Company
Missouri
$2.25K
MAFA
258
MJT & Associates Financial Advisory
Minnesota
$2.15K
GRP
259
Global Retirement Partners
California
$2.05K +$2.24K +41 New
Mitsubishi UFJ Asset Management
260
Mitsubishi UFJ Asset Management
Japan
$1.9K
PWMG
261
Private Wealth Management Group
New Jersey
$1.8K +$1.48K +27 +300%
FFA
262
Farther Finance Advisors
California
$1.8K -$492 -9 -20%
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$1.8K
SPIA
264
Steward Partners Investment Advisory
New York
$1.5K
S
265
SignatureFD
Georgia
$1.45K -$11.3K -207 -88%
MCM
266
Manchester Capital Management
Vermont
$1.4K +$929 +17 +155%
BAM
267
Byrne Asset Management
New Jersey
$1.25K
GWM
268
Geneos Wealth Management
Colorado
$1.15K -$1.69K -31 -57%
NFSG
269
Newbridge Financial Services Group
Florida
$849
HI
270
Harbour Investments
Wisconsin
$799
TWC
271
TD Waterhouse Canada
Ontario, Canada
$624
WA
272
WPG Advisers
Maryland
$599 -$437 -8 -40%
FFO
273
Fortitude Family Office
Arizona
$499 +$546 +10 New
CFO
274
CVA Family Office
Colorado
$449 -$492 -9 -50%
AssetMark Inc
275
AssetMark Inc
California
$300 +$109 +2 +50%

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.