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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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$322K +$66.2K +1,297 +24%
AIM
177
Aigen Investment Management
New York
$309K -$178K -3,484 -35%
X
178
Xponance
Pennsylvania
$297K -$204 -4 -0.1%
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$296K -$36.2K -709 -10%
ET
180
Entropy Technologies
New York
$294K -$503K -9,865 -61%
Capstone Investment Advisors
181
Capstone Investment Advisors
New York
$293K +$316K +6,187 New
FC
182
Farringdon Capital
United Kingdom
$287K +$15.9K +311 +5%
AAP
183
Arax Advisory Partners
Colorado
$284K +$306K +6,000 New
ACM
184
Aster Capital Management
United Arab Emirates
$274K +$203K +3,984 +222%
Mariner
185
Mariner
Kansas
$263K +$283K +5,554 New
VF
186
Virtu Financial
New York
$252K -$69K -1,352 -20%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$251K +$270K +5,292 New
HSWS
188
Higgins & Schmidt Wealth Strategies
Colorado
$250K
US Bancorp
189
US Bancorp
Minnesota
$237K +$9.64K +189 +4%
EF
190
Empowered Funds
Pennsylvania
$236K -$2.7K -53 -1%
OL
191
one8zero8 LLC
North Carolina
$227K -$105K -2,050 -30%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$227K
KeyBank National Association
193
KeyBank National Association
Ohio
$220K -$93.1K -1,825 -28%
CBU
194
CIBC Bancorp USA
Illinois
$216K +$233K +4,564 New
RCM
195
Radnor Capital Management
Pennsylvania
$213K
LTAS
196
Linden Thomas Advisory Services
North Carolina
$210K -$2.25K -44 -1%
VPIM
197
Vanguard Personalized Indexing Management
California
$208K +$13.4K +263 +6%
SFA
198
Sequoia Financial Advisors
Ohio
$201K +$217K +4,251 New
SCM
199
Sterling Capital Management
North Carolina
$196K +$92.3K +1,809 +78%
Canada Pension Plan Investment Board
200
Canada Pension Plan Investment Board
Ontario, Canada
$185K +$71.4K +1,400 +56%

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.