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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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$504K
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$495K -$161K -3,150 -23%
SOMRS
153
State of Michigan Retirement System
Michigan
$493K -$5.1K -100 -1%
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$483K
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$481K -$12.8K -250 -2%
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$474K +$507K +9,940 New
OAM
157
Oppenheimer Asset Management
New York
$470K +$254K +4,975 +101%
NMIMC
158
Northwestern Mutual Investment Management Company
Wisconsin
$462K -$867 -17 -0.2%
KK
159
KLP Kapitalforvaltning
Norway
$455K
BCM
160
Bayesian Capital Management
New York
$445K +$480K +9,400 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$441K +$308K +6,045 +185%
ProShare Advisors
162
ProShare Advisors
Maryland
$435K -$78.4K -1,537 -14%
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$415K -$10.2K -200 -2%
HC
164
Henshaw Capital
Massachusetts
$401K -$157K -3,084 -27%
VT
165
Vise Technologies
New York
$395K -$31.4K -616 -7%
TI
166
Tidal Investments
Wisconsin
$389K +$41.2K +807 +11%
VI
167
Vestcor Inc
New Brunswick, Canada
$383K +$229K +4,479 +124%
Lido Advisors
168
Lido Advisors
California
$381K +$8.72K +171 +2%
P
169
&Partners
Tennessee
$380K +$61.6K +1,208 +18%
CL
170
Choreo LLC
Illinois
$373K +$55.8K +1,093 +16%
Bank of Nova Scotia
171
Bank of Nova Scotia
Ontario, Canada
$364K +$33.1K +648 +9%
Cerity Partners
172
Cerity Partners
New York
$352K +$379K +7,437 New
IFU
173
iSAM Funds (UK)
United Kingdom
$350K -$159K -3,119 -30%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$325K +$100K +1,962 +40%
AC
175
Aristeia Capital
Connecticut
$323K +$347K +6,811 New

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.