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EFOR

Everforth Inc

287 hedge funds and large institutions have $2.15B invested in Everforth Inc in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.22% less ownership

Funds ownership: 98.24%98.02% (-0.22%)

6% less funds holding

Funds holding: 305287 (-18)

20% less capital invested

Capital invested by funds: $2.7B → $2.15B (-$552M)

21% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 117

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

54% less call options, than puts

Call options by funds: $418K | Put options by funds: $913K

Holders
287
Holders Change
-18
Holders Change %
-5.9%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
92
Reduced
117
Closed
53
Calls
$418K
Puts
$913K
Net Calls
-$495K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$275K -$26.6K -486 -8%
Skandinaviska Enskilda Banken (SEB)
177
Skandinaviska Enskilda Banken (SEB)
Sweden
$270K +$27.3K +500 +10%
MCC
178
Malaga Cove Capital
California
$267K -$17.5K -320 -6%
CWM
179
CIBC World Markets
New York
$263K -$235K -4,307 -45%
HSWS
180
Higgins & Schmidt Wealth Strategies
Colorado
$263K
EF
181
Empowered Funds
Pennsylvania
$252K +$275K +5,040 New
SG Americas Securities
182
SG Americas Securities
New York
$248K -$72.3K -1,324 -21%
OAM
183
Oppenheimer Asset Management
New York
$247K +$270K +4,948 New
SOADOR
184
State of Alaska Department of Revenue
Alaska
$245K -$9.29K -170 -3%
US Bancorp
185
US Bancorp
Minnesota
$241K +$6.34K +116 +2%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$239K
RCM
187
Radnor Capital Management
Pennsylvania
$225K
LTAS
188
Linden Thomas Advisory Services
North Carolina
$223K +$244K +4,469 New
IC
189
IEQ Capital
California
$216K +$237K +4,336 New
GAM
190
Gotham Asset Management
New York
$214K -$569K -10,417 -71%
VPIM
191
Vanguard Personalized Indexing Management
California
$207K -$144K -2,643 -39%
IQI
192
Integrated Quantitative Investments
Washington
$205K -$656 -12 -0.3%
CAU
193
Caxton Associates (UK)
$202K +$221K +4,053 New
BF
194
Brucke Financial
Indiana
$202K -$5.52K -101 -2%
Raymond James Financial
195
Raymond James Financial
Florida
$198K -$120K -2,205 -36%
VI
196
Vestcor Inc
New Brunswick, Canada
$180K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$163K +$114K +2,090 +177%
SAM
198
Securian Asset Management
Minnesota
$162K -$5.46K -100 -3%
EIM
199
Essex Investment Management
Massachusetts
$145K
SAM
200
Shell Asset Management
Netherlands
$133K -$31.8K -582 -18%

EFOR Hedge Fund Activity: Q2 2025 in Review

287 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2025, worth a combined $2.15B — down 20% from $2.7B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of EFOR and 38 opened new positions — a net loss of 15 holders — while 117 trimmed existing stakes and 92 added.

The largest buyer was Millennium Management, adding an estimated $31.1M. The largest seller was Fidelity Investments, cutting an estimated $53.6M.

  • 287 institutional investors held Everforth Inc (EFOR) as of Q2 2025, down from 305 in Q1 2025.
  • Funds reported $2.15B of Everforth Inc stock for Q2 2025, down 20% quarter-over-quarter.
  • 38 funds opened new Everforth Inc positions in Q2 2025 and 53 closed out, a net change of -15 holders.
  • The largest Everforth Inc buyer in Q2 2025 was Millennium Management, an estimated $31.1M added.
  • The largest Everforth Inc seller in Q2 2025 was Fidelity Investments, an estimated $53.6M sold.

Based on aggregated 13F filings for Q2 2025.