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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
VF
301
Virtu Financial
New York
-$252K -5,315 Closed
OL
302
one8zero8 LLC
North Carolina
-$227K -4,802 Closed
RCM
303
Radnor Capital Management
Pennsylvania
-$213K -4,500 Closed
LTAS
304
Linden Thomas Advisory Services
North Carolina
-$210K -4,425 Closed
Simplex Trading
305
Simplex Trading
Illinois
-$144K -3,043 Closed
Walleye Trading
306
Walleye Trading
New York
-$116K -2,460 Closed
PCM
307
Peregrine Capital Management
Minnesota
-$109K -2,293 Closed
LI
308
LRI Investments
Florida
-$82.4K -1,741 Closed
CIAM
309
Caitong International Asset Management
Hong Kong
-$53.6K -1,132 Closed
HFS
310
Horizon Financial Services
North Carolina
-$48.9K -1,032 Closed
Optiver Holding
311
Optiver Holding
Netherlands
-$16.8K -355 Closed
CI Investments Inc
312
CI Investments Inc
Ontario, Canada
-$16K -328 Closed
RA
313
Rise Advisors
New York
-$10.6K -224 Closed
NA
314
NewEdge Advisors
Louisiana
-$9.33K -197 Closed
AAS
315
Ameritas Advisory Services
Nebraska
-$8.21K -173 Closed
SOW
316
State of Wyoming
Wyoming
-$5.49K -116 Closed
PWMG
317
Private Wealth Management Group
New Jersey
-$4.64K -98 Closed
RTL
318
Red Tortoise LLC
Georgia
-$4.55K -96 Closed
CPG
319
Cornerstone Planning Group
New Jersey
-$3.02K -69 Closed
WANY
320
Wealthspire Advisors (New York)
New York
-$3.22K -68 Closed
JSAM
321
J. Safra Asset Management
New York
-$2.79K -59 Closed
SPIA
322
Steward Partners Investment Advisory
New York
-$1.42K -30 Closed
PS
323
Principal Securities
Iowa
-$1.09K -23 Closed
ASN
324
Advisory Services Network
Georgia
-$805 -17 Closed
NFSG
325
Newbridge Financial Services Group
Florida
-$805 -17 Closed

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.