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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
PWM
301
Parkworth Wealth Management
California
$63 -$77 -1 -50%
SS
302
SBI Securities
Japan
$63
BHWM
303
Bay Harbor Wealth Management
Maryland
$63 +$77 +1 New
Grantham, Mayo, Van Otterloo & Co (GMO)
304
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$38.4M -460,300 Closed
Arrowstreet Capital
305
Arrowstreet Capital
Massachusetts
-$10.1M -121,712 Closed
TC
306
TwinBeech Capital
New York
-$8.3M -99,620 Closed
CSS
307
Cubist Systematic Strategies
Connecticut
-$5.6M -67,209 Closed
TI
308
Trexquant Investment
Connecticut
-$5.47M -65,633 Closed
PAMP
309
Polar Asset Management Partners
Ontario, Canada
-$3.3M -39,600 Closed
HF
310
HRT Financial
New York
-$2.62M -31,388 Closed
AM
311
AGF Management
Ontario, Canada
-$2.37M -28,444 Closed
PI
312
PineBridge Investments
New York
-$1.83M -21,983 Closed
ACM
313
Argent Capital Management
Missouri
-$1.16M -13,898 Closed
Man Group
314
Man Group
United Kingdom
-$815K -9,782 Closed
Two Sigma Investments
315
Two Sigma Investments
New York
-$795K -9,535 Closed
LOAMU
316
Lombard Odier Asset Management (USA)
New York
-$770K -9,234 Closed
GCP
317
GSA Capital Partners
United Kingdom
-$711K -8,536 Closed
BHCM
318
Brevan Howard Capital Management
Jersey
-$690K -8,276 Closed
I
319
InceptionR
California
-$673K -8,079 Closed
RWM
320
Ritholtz Wealth Management
New York
-$582K -6,983 Closed
BC
321
Bridgefront Capital
Texas
-$512K -6,140 Closed
Nomura Holdings
322
Nomura Holdings
Japan
-$488K -5,854 Closed
SA
323
Sanctuary Advisors
Indiana
-$478K -5,382 Closed
Bank of Nova Scotia
324
Bank of Nova Scotia
Ontario, Canada
-$339K -4,067 Closed
AI
325
Atria Investments
North Carolina
-$321K -3,853 Closed

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.