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EFOR

Everforth Inc

275 hedge funds and large institutions have $1.96B invested in Everforth Inc in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 114 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.56% less ownership

Funds ownership: 95.82%95.26% (-0.56%)

2% less capital invested

Capital invested by funds: $1.99B → $1.96B (-$30.1M)

8% less funds holding

Funds holding: 298275 (-23)

20% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 114

33% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 57

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
275
Holders Change
-23
Holders Change %
-7.72%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
91
Reduced
114
Closed
57
Calls
Puts
$10K
Net Calls
-$10K
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
176
Guggenheim Capital
Illinois
$253K +$242K +5,258 New
EF
177
Empowered Funds
Pennsylvania
$246K +$5.99K +130 +3%
SCP
178
Seizert Capital Partners
Michigan
$245K +$234K +5,082 New
Hudson Bay Capital Management
179
Hudson Bay Capital Management
Connecticut
$244K +$233K +5,060 New
TC
180
TradeLink Capital
Illinois
$239K -$23.3K -505 -9%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$231K
US Bancorp
182
US Bancorp
Minnesota
$228K -$12.5K -272 -5%
KeyBank National Association
183
KeyBank National Association
Ohio
$224K +$323 +7 +0.2%
AWP
184
Abacus Wealth Partners
California
$219K +$209K +4,538 New
PCA
185
Pallas Capital Advisors
Massachusetts
$205K +$196K +4,258 New
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$176K +$75.8K +1,645 +82%
SAM
187
Securian Asset Management
Minnesota
$149K -$4.61K -100 -3%
Ensign Peak Advisors
188
Ensign Peak Advisors
Utah
$125K -$362K -7,850 -75%
WSFS
189
Wilmington Savings Fund Society
Delaware
$120K +$115K +2,500 New
SCM
190
Sterling Capital Management
North Carolina
$116K -$80K -1,735 -42%
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$107K -$6.91M -149,918 -99%
LWCFA
192
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92.2K
KBC Group
193
KBC Group
Belgium
$74K
PA
194
Parallel Advisors
California
$67K +$42K +912 +191%
HFS
195
Hantz Financial Services
Michigan
$63K +$42.5K +923 +240%
RIL
196
Rothschild Investment LLC
Illinois
$48.8K +$25.4K +551 +119%
QCG
197
Quadrant Capital Group
Ohio
$43.5K +$2.35K +51 +6%
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$43.3K +$8.53K +185 +26%
Osaic Holdings
199
Osaic Holdings
Arizona
$36.2K -$19.1K -415 -36%
TM
200
Torren Management
California
$34.1K +$32.6K +707 New

EFOR Hedge Fund Activity: Q4 2025 in Review

275 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2025, worth a combined $1.96B — down 1.5% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EFOR and 38 opened new positions — a net loss of 19 holders — while 114 trimmed existing stakes and 91 added.

The largest buyer was Invesco, adding an estimated $31.4M. The largest seller was Macquarie Group, exiting entirely with an estimated $65.5M sold.

  • 275 institutional investors held Everforth Inc (EFOR) as of Q4 2025, down from 298 in Q3 2025.
  • Funds reported $1.96B of Everforth Inc stock for Q4 2025, down 1.5% quarter-over-quarter.
  • 38 funds opened new Everforth Inc positions in Q4 2025 and 57 closed out, a net change of -19 holders.
  • The largest Everforth Inc buyer in Q4 2025 was Invesco, an estimated $31.4M added.
  • The largest Everforth Inc seller in Q4 2025 was Macquarie Group, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2025.