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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
AAM
101
Azzad Asset Management
Virginia
$1.38M +$22.2K +288 +1%
CI Investments Inc
102
CI Investments Inc
Ontario, Canada
$1.38M -$1.6M -20,761 -49%
LPL Financial
103
LPL Financial
California
$1.37M +$292K +3,788 +20%
IIM
104
INTECH Investment Management
Florida
$1.35M +$277K +3,595 +20%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$1.35M -$166K -2,160 -9%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$1.35M +$13K +169 +0.8%
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$1.34M -$6.7M -87,037 -80%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$1.31M -$683K -8,867 -30%
OL
109
one8zero8 LLC
North Carolina
$1.29M -$138K -1,790 -8%
Lazard Asset Management
110
Lazard Asset Management
New York
$1.29M +$1.5M +19,549 +2,224%
EAM
111
EULAV Asset Management
Florida
$1.27M
Amundi
112
Amundi
France
$1.26M -$1.01M -13,180 -39%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$1.24M
AB
114
Amalgamated Bank
New York
$1.24M -$60.9K -791 -4%
IMRF
115
Illinois Municipal Retirement Fund
Illinois
$1.22M
SCM
116
Sterling Capital Management
North Carolina
$1.15M -$4.08M -52,978 -74%
ZBNA
117
Zions Bancorporation, National Association
Utah
$1.13M +$1.38M +17,891 New
MAM
118
Martingale Asset Management
Massachusetts
$1.12M -$708K -9,192 -34%
CI
119
Cambiar Investors
Colorado
$1.12M -$268K -3,485 -16%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$1.1M
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$1.1M -$809K -10,509 -38%
Creative Planning
122
Creative Planning
Kansas
$1.07M +$747K +9,705 +133%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$1.05M
YCM
124
Yousif Capital Management
Michigan
$1.01M -$27.7K -360 -2%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$1.01M +$37.3K +485 +3%

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.