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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
Mitsubishi UFJ Asset Management
251
Mitsubishi UFJ Asset Management
Japan
$1.77K
BIA
252
Bell Investment Advisors
California
$1.49K +$968 +21 +210%
RFP
253
Root Financial Partners
California
$1.4K -$323 -7 -19%
BAM
254
Byrne Asset Management
New Jersey
$1.2K
PWA
255
Physician Wealth Advisors
Utah
$1.06K +$553 +12 +120%
MCM
256
Manchester Capital Management
Vermont
$1.01K -$1.01K -22 -51%
SAG
257
SageView Advisory Group
California
$964 +$922 +20 New
UFF
258
USA Financial Formulas
Michigan
$867 +$830 +18 New
BTI
259
Blue Trust Inc
Georgia
$626
GRP
260
Global Retirement Partners
California
$578
TWC
261
TD Waterhouse Canada
Ontario, Canada
$578
WA
262
WPG Advisers
Maryland
$578
OC
263
Optima Capital
Oregon
$530 +$507 +11 New
DE
264
DV Equities
Illinois
$482 +$461 +10 New
JWA
265
JFS Wealth Advisors
Pennsylvania
$482 +$461 +10 New
FFO
266
Fortitude Family Office
Arizona
$385 -$92 -2 -20%
BGAI
267
Bruce G. Allen Investments
Colorado
$385 +$230 +5 +167%
TFA
268
Transamerica Financial Advisors
Florida
$241 -$138 -3 -38%
EW
269
Elyxium Wealth
California
$96 +$92 +2 New
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$49
HNB
271
Huntington National Bank
Ohio
$48 -$369 -8 -89%
SS
272
SBI Securities
Japan
$48 -$46 -1 -50%
BHWM
273
Bay Harbor Wealth Management
Maryland
$48
KFAS
274
Keating Financial Advisory Services
Kansas
$48 +$46 +1 New
DF
275
Dunhill Financial
United Kingdom
$43 +$46 +1 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.