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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
QC
326
Quantessence Capital
New York
-$309K -3,713 Closed
AC
327
Aristides Capital
Kentucky
-$287K -3,445 Closed
PD
328
Point72 (DIFC)
United Arab Emirates
-$272K -3,259 Closed
CIM
329
Cambria Investment Management
California
-$259K -3,110 Closed
ZI
330
ZEGA Investments
Florida
-$283K -3,063 Closed
VCA
331
Verdence Capital Advisors
Maryland
-$255K -3,061 Closed
VI
332
Versor Investments
New York
-$249K -2,988 Closed
Mackenzie Financial
333
Mackenzie Financial
Ontario, Canada
-$240K -2,874 Closed
PAS
334
Point72 Asia (Singapore)
Singapore
-$222K -2,666 Closed
OAM
335
Oppenheimer Asset Management
New York
-$215K -2,574 Closed
VF
336
Vista Finance
Missouri
-$206K -2,472 Closed
BJL
337
Brighton Jones LLC
Washington
-$204K -2,450 Closed
WAM
338
Wolverine Asset Management
Illinois
-$149K -1,784 Closed
RS
339
R Squared
Hong Kong
-$36.7K -440 Closed
VSQM
340
V-Square Quantitative Management
Illinois
-$35.8K -429 Closed
VWM
341
Venturi Wealth Management
Texas
-$32.1K -385 Closed
GM
342
GeoWealth Management
Illinois
-$23K -276 Closed
LFA
343
LGT Financial Advisors
Texas
-$13.9K -167 Closed
KFI
344
Key Financial Inc
Pennsylvania
-$8K -96 Closed
EBA
345
Eagle Bay Advisors
New York
-$5.33K -64 Closed
CTC
346
Cetera Trust Company
Minnesota
-$4.58K -55 Closed
W
347
WealthCollab
Washington
-$2K -24 Closed
TFM
348
TFC Financial Management
Massachusetts
-$84 -1 Closed
CAL
349
Capital Advisors Ltd
Ohio
+$308 +4 New
AW
350
Avion Wealth
Texas
+$539 +7 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.