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EFOR

Everforth Inc

298 hedge funds and large institutions have $1.99B invested in Everforth Inc in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

4% more funds holding

Funds holding: 287298 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.2% less ownership

Funds ownership: 98.02%95.82% (-2.2%)

7% less capital invested

Capital invested by funds: $2.15B → $1.99B (-$156M)

51% less call options, than puts

Call options by funds: $15M | Put options by funds: $30.8M

Holders
298
Holders Change
+11
Holders Change %
+3.83%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
112
Reduced
100
Closed
35
Calls
$15M
Puts
$30.8M
Net Calls
-$15.8M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
101
IEQ Capital
California
$1.47M +$1.36M +26,754 +617%
2
102
2Xideas
Switzerland
$1.46M +$1.57M +30,775 New
Russell Investments Group
103
Russell Investments Group
United Kingdom
$1.44M +$766K +15,011 +97%
Boston Partners
104
Boston Partners
Massachusetts
$1.44M +$1.56M +30,489 New
ECM
105
ExodusPoint Capital Management
New York
$1.42M -$1.14M -22,436 -43%
QC
106
Quadrature Capital
United Kingdom
$1.34M +$778K +15,255 +117%
DTL
107
Dynamic Technology Lab
Singapore
$1.3M +$788K +15,439 +130%
EP
108
Edgestream Partners
New Jersey
$1.25M -$3.15M -61,797 -70%
FRM
109
Fox Run Management
Connecticut
$1.24M +$1.34M +26,260 New
Creative Planning
110
Creative Planning
Kansas
$1.14M +$750K +14,694 +156%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.08M +$1.17M +22,910 New
QCM
112
Quantinno Capital Management
New York
$1.06M +$509K +9,975 +80%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$1.04M -$380K -7,449 -25%
SIA
114
Sit Investment Associates
Minnesota
$992K
CCG
115
Chatham Capital Group
Georgia
$975K -$15.6K -305 -1%
MOACM
116
Mutual of America Capital Management
New York
$958K -$79.3K -1,555 -7%
BHCM
117
Brevan Howard Capital Management
Jersey
$955K +$205K +4,016 +25%
TRCT
118
Tower Research Capital (TRC)
New York
$948K +$687K +13,456 +205%
GCP
119
GSA Capital Partners
United Kingdom
$945K +$675K +13,235 +197%
Mirae Asset Global ETFs Holdings
120
Mirae Asset Global ETFs Holdings
Hong Kong
$942K -$182K -3,575 -15%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$933K
AB
122
Amalgamated Bank
New York
$913K +$2.91K +57 +0.3%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$884K +$569K +11,149 +148%
QT
124
Quantbot Technologies
New York
$832K -$1.03M -20,185 -53%
Marshall Wace
125
Marshall Wace
United Kingdom
$810K -$2.05M -40,240 -70%

EFOR Hedge Fund Activity: Q3 2025 in Review

298 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2025, worth a combined $1.99B — down 7.3% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EFOR positions and 35 closed out — a net gain of 14 holders — while 112 added to existing stakes and 100 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $17.8M. The largest seller was Fidelity Investments, cutting an estimated $87.8M.

  • 298 institutional investors held Everforth Inc (EFOR) as of Q3 2025, up from 287 in Q2 2025.
  • Funds reported $1.99B of Everforth Inc stock for Q3 2025, down 7.3% quarter-over-quarter.
  • 49 funds opened new Everforth Inc positions in Q3 2025 and 35 closed out, a net change of +14 holders.
  • The largest Everforth Inc buyer in Q3 2025 was AQR Capital Management, an estimated $17.8M added.
  • The largest Everforth Inc seller in Q3 2025 was Fidelity Investments, an estimated $87.8M sold.

Based on aggregated 13F filings for Q3 2025.