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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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$671K
SOMRS
152
State of Michigan Retirement System
Michigan
$669K +$15.4K +200 +2%
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$666K +$61.9K +804 +8%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$659K -$47.6M -618,732 -98%
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$650K +$41.6K +541 +6%
NMERB
156
New Mexico Educational Retirement Board
New Mexico
$643K
TI
157
Tidal Investments
Wisconsin
$638K -$8.68M -112,761 -92%
NMIMC
158
Northwestern Mutual Investment Management Company
Wisconsin
$619K +$385 +5 +0.1%
CWM
159
CIBC World Markets
New York
$604K +$427K +5,542 +137%
PFSRSONJ
160
Police & Firemen's Retirement System of New Jersey
New Jersey
$581K
A
161
AlphaQuest
New York
$579K +$707K +9,181 New
JG
162
Jain Global
New York
$577K +$210K +2,725 +42%
VRS
163
Virginia Retirement Systems
Virginia
$569K +$695K +9,026 New
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$566K
KeyBank National Association
165
KeyBank National Association
Ohio
$564K -$45.3K -588 -6%
HC
166
Henshaw Capital
Massachusetts
$548K
KK
167
KLP Kapitalforvaltning
Norway
$529K -$61.6K -800 -9%
FRM
168
Fox Run Management
Connecticut
$503K +$69.1K +898 +13%
Lido Advisors
169
Lido Advisors
California
$494K -$30.8K -400 -5%
ET
170
Entropy Technologies
New York
$465K +$292K +3,788 +106%
N
171
Numerai
California
$454K +$554K +7,200 New
Pictet Asset Management
172
Pictet Asset Management
Switzerland
$444K -$19.8M -257,848 -97%
HEIP
173
Hudson Edge Investment Partners
New Jersey
$441K -$10.5K -137 -2%
VPIM
174
Vanguard Personalized Indexing Management
California
$427K +$158K +2,053 +43%
X
175
Xponance
Pennsylvania
$406K +$4.93K +64 +1%

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.