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EFOR

Everforth Inc
EFOR

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: 2 → 2 (0)

0.22% less ownership

Funds ownership: 98.24% → 98.02% (-0.22%)

6% less funds holding

Funds holding: 305 → 287 (-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

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$31.1M
2
RP
Reinhart Partners
Wisconsin
+$19.3M
3
Ameriprise
Ameriprise
Minnesota
+$18.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.6M
2
Macquarie Group
Macquarie Group
Australia
-$37.4M
3
Victory Capital Management
Victory Capital Management
Texas
-$32.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$16.8M
5
NPPM
North Point Portfolio Managers
Ohio
-$7.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
326
True Wealth Design
Ohio
– -$1.83K -29 Closed
TCM
327
TD Capital Management
Tennessee
– -$1.64K -26 Closed
SC
328
Stephens Consulting
Michigan
– -$1.26K -20 Closed
BIA
329
Bell Investment Advisors
California
– -$1.14K -18 Closed
SW
330
SVB Wealth
Massachusetts
– -$882 -14 Closed
MG
331
Mather Group
Illinois
– -$756 -12 Closed
PWA
332
Physician Wealth Advisors
Utah
– -$568 -9 Closed
BF
333
BOK Financial
Oklahoma
– -$504 -8 Closed
AWM
334
Activest Wealth Management
Florida
– -$382 -7 Closed
SIC
335
SJS Investment Consulting
Ohio
– -$442 -7 Closed
SC
336
SouthState Corp
Florida
– -$442 -7 Closed
GFPC
337
Global Financial Private Client
Florida
– -$315 -5 Closed
VWA
338
Valued Wealth Advisors
Utah
– -$190 -3 Closed
10 11 12 13
14

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.