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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
WCM
276
WealthTrak Capital Management
Virginia
$250
PS
277
Principal Securities
Iowa
$200 +$219 +4 New
BGAI
278
Bruce G. Allen Investments
Colorado
$150
LFA
279
LGT Financial Advisors
Texas
$100 +$109 +2 New
A
280
AlphaQuest
New York
$50 -$502K -9,180 -100%
DPW
281
DiNuzzo Private Wealth
Pennsylvania
$50 -$219 -4 -80%
MCM
282
MV Capital Management
Maryland
$50 -$55 -1 -50%
HIA
283
HFM Investment Advisors
New Jersey
$50
PWM
284
Parkworth Wealth Management
California
$50
SS
285
SBI Securities
Japan
$50
BHWM
286
Bay Harbor Wealth Management
Maryland
$49
NPPM
287
North Point Portfolio Managers
Ohio
-$7.8M -123,760 Closed
Natixis Advisors
288
Natixis Advisors
Massachusetts
-$4.59M -72,836 Closed
CF
289
Corebridge Financial
Texas
-$4.39M -69,680 Closed
GLA
290
Great Lakes Advisors
Illinois
-$3.36M -53,318 Closed
Tudor Investment Corp
291
Tudor Investment Corp
Connecticut
-$3.04M -48,255 Closed
PA
292
Paralel Advisors
Colorado
-$1.51M -23,966 Closed
Amundi
293
Amundi
France
-$1.26M -20,516 Closed
IMRF
294
Illinois Municipal Retirement Fund
Illinois
-$1.22M -19,390 Closed
ZBNA
295
Zions Bancorporation, National Association
Utah
-$1.13M -17,891 Closed
MAM
296
Martingale Asset Management
Massachusetts
-$1.12M -17,819 Closed
GS
297
GWN Securities
Florida
-$838K -15,237 Closed
OTPPB
298
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$899K -14,272 Closed
XT
299
XTX Topco
Cayman Islands
-$885K -14,048 Closed
VA
300
Vident Advisory
Georgia
-$865K -13,727 Closed

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.