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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
PWMG
251
Private Wealth Management Group
New Jersey
$4.64K +$3.16K +62 +172%
RTL
252
Red Tortoise LLC
Georgia
$4.55K +$4.9K +96 New
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$3.69K -$1.79K -35 -31%
S
254
SignatureFD
Georgia
$3.22K +$1.99K +39 +134%
WANY
255
Wealthspire Advisors (New York)
New York
$3.22K +$3.47K +68 New
CPG
256
Cornerstone Planning Group
New Jersey
$3.02K +$3.52K +69 New
IA
257
IFP Advisors
Florida
$2.98K +$1.17K +23 +58%
JSAM
258
J. Safra Asset Management
New York
$2.79K -$15.1K -296 -83%
GIA
259
GHP Investment Advisors
Colorado
$2.6K -$1.74K -34 -38%
KG
260
Kilter Group
New York
$2.6K +$255 +5 +10%
CTC
261
Central Trust Company
Missouri
$2.13K
MCM
262
Manchester Capital Management
Vermont
$2.04K +$765 +15 +54%
SAM
263
Smartleaf Asset Management
Massachusetts
$1.99K -$12.8K -251 -86%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$1.89K +$204 +4 +11%
Mitsubishi UFJ Asset Management
265
Mitsubishi UFJ Asset Management
Japan
$1.8K
RFP
266
Root Financial Partners
California
$1.71K +$1.84K +36 New
SPIA
267
Steward Partners Investment Advisory
New York
$1.42K
S
268
Sachetta
Massachusetts
$1.33K +$1.43K +28 New
BAM
269
Byrne Asset Management
New Jersey
$1.18K
MCM
270
MV Capital Management
Maryland
$1.18K +$1.22K +24 +2,400%
QC
271
Quent Capital
New York
$1.14K +$1.22K +24 New
PS
272
Principal Securities
Iowa
$1.09K +$969 +19 +475%
Bessemer Group
273
Bessemer Group
New Jersey
$1K -$7.09K -139 -84%
SS
274
Sunbelt Securities
Texas
$900 +$969 +19 New
NFSG
275
Newbridge Financial Services Group
Florida
$805

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.