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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
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$6.65M +$3.45M +74,868 +119%
BA
52
Bridgewater Associates
Connecticut
$5.75M +$432K +9,377 +9%
AI
53
Atom Investors
Texas
$5.05M +$4.83M +104,762 New
FGP
54
Freestone Grove Partners
California
$4.88M +$4.67M +101,409 New
HIM
55
Hillsdale Investment Management
Ontario, Canada
$4.81M +$424K +9,200 +10%
UBS AM
56
UBS AM
Illinois
$4.75M +$61.5K +1,333 +1%
N
57
Nuveen
North Carolina
$4.69M -$163K -3,543 -4%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$4.49M +$722K +15,663 +20%
Bessemer Group
59
Bessemer Group
New Jersey
$4.43M +$4.24M +91,927 +340,470%
First Trust Advisors
60
First Trust Advisors
Illinois
$4.31M -$1.05M -22,837 -20%
Tudor Investment Corp
61
Tudor Investment Corp
Connecticut
$4.31M -$3.7M -80,170 -47%
UBS Group
62
UBS Group
Switzerland
$4.29M -$3.58M -77,694 -47%
CAM
63
Congress Asset Management
Massachusetts
$4.28M +$141K +3,048 +4%
AllianceBernstein
64
AllianceBernstein
Tennessee
$4.16M -$46.2K -1,003 -1%
Swiss National Bank
65
Swiss National Bank
Switzerland
$4.16M +$69.1K +1,500 +2%
TI
66
Trexquant Investment
Connecticut
$4.13M -$4.68M -101,503 -54%
Legal & General Group
67
Legal & General Group
United Kingdom
$3.24M -$231K -5,005 -7%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$3.03M +$1.5M +32,437 +106%
Boston Partners
69
Boston Partners
Massachusetts
$2.76M +$1.24M +26,850 +88%
2
70
2Xideas
Switzerland
$2.52M +$996K +21,599 +70%
American Century Companies
71
American Century Companies
Missouri
$2.52M +$235K +5,093 +11%
Creative Planning
72
Creative Planning
Kansas
$2.47M +$1.25M +27,215 +113%
Wells Fargo
73
Wells Fargo
California
$2.47M +$680K +14,748 +40%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$2.47M -$78.8K -1,710 -3%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$2.44M -$33.2K -721 -1%

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.