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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
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$940K -$2.3M -29,825 -67%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$933K
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$932K
GAM
129
Gotham Asset Management
New York
$926K +$94.1K +1,223 +9%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$920K +$633K +8,229 +129%
OTPPB
131
Ontario Teachers' Pension Plan Board
Ontario, Canada
$899K
XT
132
XTX Topco
Cayman Islands
$885K +$600K +7,799 +125%
Marshall Wace
133
Marshall Wace
United Kingdom
$885K -$1.75M -22,711 -62%
VA
134
Vident Advisory
Georgia
$865K +$335K +4,351 +46%
AIM
135
Aigen Investment Management
New York
$838K +$1.02M +13,304 New
GS
136
GWN Securities
Florida
$838K +$1.17M +15,237 New
AIP
137
Ameritas Investment Partners
Nebraska
$836K -$12.3K -160 -1%
Comerica Bank
138
Comerica Bank
Texas
$833K -$22.9K -298 -2%
ASRS
139
Arizona State Retirement System
Arizona
$799K -$24.9K -323 -2%
QCM
140
Quantinno Capital Management
New York
$791K +$198K +2,568 +26%
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$781K +$7.7K +100 +0.8%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$756K +$21.6K +281 +2%
JF
143
Jump Financial
Illinois
$742K +$906K +11,773 New
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$739K
BCI
145
Brinker Capital Investments
Pennsylvania
$737K -$6.31K -82 -0.7%
OPS
146
Orion Portfolio Solutions
Nebraska
$737K -$6.31K -82 -0.7%
NAM
147
NorthCrest Asset Manangement
Minnesota
$719K -$539 -7 -0.1%
YIH
148
Y-Intercept (HK)
Hong Kong
$712K +$870K +11,304 New
ProShare Advisors
149
ProShare Advisors
Maryland
$708K -$231K -2,995 -21%
State Board of Administration of Florida Retirement System
150
State Board of Administration of Florida Retirement System
Florida
$685K

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.