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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
ASN
276
Advisory Services Network
Georgia
$805 +$867 +17 New
BTI
277
Blue Trust Inc
Georgia
$616 -$57.2K -1,122 -99%
TWC
278
TD Waterhouse Canada
Ontario, Canada
$579
GRP
279
Global Retirement Partners
California
$568 -$1.48K -29 -71%
WA
280
WPG Advisers
Maryland
$568
MG
281
Mather Group
Illinois
$568 +$612 +12 New
FFO
282
Fortitude Family Office
Arizona
$474
BIA
283
Bell Investment Advisors
California
$474 +$510 +10 New
PWA
284
Physician Wealth Advisors
Utah
$474 +$510 +10 New
RWM
285
Rialto Wealth Management
New York
$474 +$510 +10 New
HNB
286
Huntington National Bank
Ohio
$426 -$4.8K -94 -91%
BFS
287
Bare Financial Services
Pennsylvania
$426 +$459 +9 New
TFA
288
Transamerica Financial Advisors
Florida
$379 +$408 +8 New
HI
289
Harbour Investments
Wisconsin
$284 -$510 -10 -63%
BGAI
290
Bruce G. Allen Investments
Colorado
$142
AssetMark Inc
291
AssetMark Inc
California
$95 -$204 -4 -67%
SS
292
SBI Securities
Japan
$95 +$51 +1 +100%
DPW
293
DiNuzzo Private Wealth
Pennsylvania
$55
BHWM
294
Bay Harbor Wealth Management
Maryland
$47
TIM
295
Tortoise Investment Management
New York
$47 +$51 +1 New
Norges Bank
296
Norges Bank
Norway
-$26.1M -523,679 Closed
MGP
297
M&G plc
United Kingdom
-$9.44M -188,795 Closed
LC
298
Littlejohn & Co
Connecticut
-$5.74M -114,959 Closed
ClearBridge Investments
299
ClearBridge Investments
New York
-$5.72M -114,543 Closed
California Public Employees Retirement System
300
California Public Employees Retirement System
California
-$3.78M -75,715 Closed

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.