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EFOR

Everforth Inc

249 hedge funds and large institutions have $1.67B invested in Everforth Inc in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 68 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

51% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 68

9.23% more ownership

Funds ownership: 95.26%104.49% (+9.2%)

9% less funds holding

Funds holding: 275249 (-26)

15% less capital invested

Capital invested by funds: $1.96B → $1.67B (-$290M)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

99% less call options, than puts

Call options by funds: $19K | Put options by funds: $2.32M

Holders
249
Holders Change
-26
Holders Change %
-9.45%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
103
Reduced
68
Closed
65
Calls
$19K
Puts
$2.32M
Net Calls
-$2.3M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$287K +$55.9K +1,254 +20%
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$284K +$47.8K +1,072 +17%
DTL
153
Dynamic Technology Lab
Singapore
$270K +$311K +6,982 New
SLAM
154
Swiss Life Asset Management
$254K +$37K +830 +14%
ProShare Advisors
155
ProShare Advisors
Maryland
$251K -$126K -2,836 -30%
MAM
156
Meeder Asset Management
Ohio
$244K +$281K +6,294 New
MSRPS
157
Maryland State Retirement & Pension System
Maryland
$238K +$274K +6,158 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$233K -$176K -3,956 -40%
VPIM
159
Vanguard Personalized Indexing Management
California
$232K +$29K +651 +12%
NAAA
160
New Age Alpha Advisors
New York
$222K -$5.35K -120 -2%
MFG
161
Merit Financial Group
Georgia
$215K +$247K +5,545 New
Lido Advisors
162
Lido Advisors
California
$208K -$119K -2,681 -33%
TRCT
163
Tower Research Capital (TRC)
New York
$207K -$382K -8,576 -62%
HSWS
164
Higgins & Schmidt Wealth Strategies
Colorado
$204K
PL
165
Perpetual Ltd
Australia
$201K +$232K +5,203 New
WBC
166
Westpac Banking Corp
Australia
$189K +$218K +4,894 New
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$185K
US Bancorp
168
US Bancorp
Minnesota
$160K -$27.5K -617 -13%
UCB
169
United Community Bank
South Carolina
$159K +$183K +4,100 New
AIP
170
Ameritas Investment Partners
Nebraska
$131K -$349K -7,826 -70%
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$101K
RIL
172
Rothschild Investment LLC
Illinois
$99.5K +$69.4K +1,557 +154%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$74K -$77.2K -1,733 -48%
PWPS
174
Pinnacle Wealth Planning Services
Ohio
$69K +$64.6K +1,449 +434%
GI
175
GAMMA Investing
California
$67K +$53K +1,190 +220%

EFOR Hedge Fund Activity: Q1 2026 in Review

249 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2026, worth a combined $1.67B — down 15% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of EFOR and 45 opened new positions — a net loss of 20 holders — while 68 trimmed existing stakes and 103 added.

The largest buyer was AQR Capital Management, adding an estimated $71.7M. The largest seller was New South Capital Management, exiting entirely with an estimated $30.6M sold.

  • 249 institutional investors held Everforth Inc (EFOR) as of Q1 2026, down from 275 in Q4 2025.
  • Funds reported $1.67B of Everforth Inc stock for Q1 2026, down 15% quarter-over-quarter.
  • 45 funds opened new Everforth Inc positions in Q1 2026 and 65 closed out, a net change of -20 holders.
  • The largest Everforth Inc buyer in Q1 2026 was AQR Capital Management, an estimated $71.7M added.
  • The largest Everforth Inc seller in Q1 2026 was New South Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2026.