We are live on ! Find out more
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
NFSG
276
Newbridge Financial Services Group
Florida
$1.07K
HI
277
Harbour Investments
Wisconsin
$1.01K
HFS
278
Hantz Financial Services
Michigan
$1K +$616 +8 New
RIL
279
Rothschild Investment LLC
Illinois
$945 -$770 -10 -40%
SW
280
SVB Wealth
Massachusetts
$882 +$1.08K +14 New
MG
281
Mather Group
Illinois
$756
TWC
282
TD Waterhouse Canada
Ontario, Canada
$752
MCM
283
Manchester Capital Management
Vermont
$694 +$847 +11 New
PWMG
284
Private Wealth Management Group
New Jersey
$568
PWA
285
Physician Wealth Advisors
Utah
$568 +$693 +9 New
BIG
286
Brooklyn Investment Group
New York
$505 +$616 +8 New
BF
287
BOK Financial
Oklahoma
$504
SIC
288
SJS Investment Consulting
Ohio
$442 -$385 -5 -42%
CA
289
Clearstead Advisors
Ohio
$442 +$539 +7 New
SC
290
SouthState Corp
Florida
$442 +$539 +7 New
AWM
291
Activest Wealth Management
Florida
$441 +$539 +7 New
DPW
292
DiNuzzo Private Wealth
Pennsylvania
$316 -$462 -6 -55%
WCM
293
WealthTrak Capital Management
Virginia
$316 +$385 +5 New
GFPC
294
Global Financial Private Client
Florida
$315 +$154 +2 +67%
AssetMark Inc
295
AssetMark Inc
California
$252 -$385 -5 -56%
VWA
296
Valued Wealth Advisors
Utah
$190
BGAI
297
Bruce G. Allen Investments
Colorado
$189
PFBT
298
Parkside Financial Bank & Trust
Missouri
$127
MCM
299
MV Capital Management
Maryland
$127 +$154 +2 New
HIA
300
HFM Investment Advisors
New Jersey
$64 +$77 +1 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.