Everforth Inc
EFOR
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.
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: 298 → 275 (-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: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $10K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$31.4M |
| 2 |
D.E. Shaw & Co
New York
|
+$18.4M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$11.7M |
| 4 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
+$8.25M |
| 5 |
Two Sigma Investments
New York
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$65.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$53.7M |
| 3 |
Jane Street
New York
|
-$27.9M |
| 4 |
Jennison Associates
New York
|
-$12.6M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$9.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MG
326
Mather Group
Chicago,
Illinois
| – | -$568 | -12 | Closed |
|
|
RWM
327
Rialto Wealth Management
Syracuse,
New York
| – | -$474 | -10 | Closed |
|
|
HI
328
Harbour Investments
Madison,
Wisconsin
| – | -$284 | -6 | Closed |
|
329
AssetMark Inc
Concord,
California
| – | -$95 | -2 | Closed |
|
|
TIM
330
Tortoise Investment Management
White Plains,
New York
| – | -$47 | -1 | 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.