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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
LWCFA
176
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64.4K
Royal Bank of Canada
177
Royal Bank of Canada
Ontario, Canada
$61K -$28.7K -645 -29%
KBC Group
178
KBC Group
Belgium
$60K
Nomura Asset Management
179
Nomura Asset Management
Japan
$57.3K +$36.5K +820 +124%
EWA
180
EverSource Wealth Advisors
Alabama
$54.7K +$33.3K +748 +112%
SCM
181
Sterling Capital Management
North Carolina
$53.5K -$45.5K -1,021 -43%
MCM
182
MAI Capital Management
Ohio
$51.3K +$33.4K +750 +130%
VCM
183
Versant Capital Management
Arizona
$50.6K +$42.4K +951 +268%
PFBT
184
Parkside Financial Bank & Trust
Missouri
$48.5K +$52.1K +1,168 +1,390%
HFS
185
Hantz Financial Services
Michigan
$47K -$4.28K -96 -7%
Osaic Holdings
186
Osaic Holdings
Arizona
$38.8K +$11.2K +252 +34%
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$36.9K +$11.9K +267 +39%
UB
188
UMB Bank
Missouri
$33.6K +$19.4K +435 +101%
BNP Paribas Asset Management
189
BNP Paribas Asset Management
France
$32.2K +$9.18K +206 +33%
AF
190
Allworth Financial
California
$31.5K +$17.7K +397 +95%
QCG
191
Quadrant Capital Group
Ohio
$30.8K -$4.86K -109 -12%
Jones Financial Companies
192
Jones Financial Companies
Missouri
$28.8K +$21.4K +480 +168%
SL
193
Salomon & Ludwin
Virginia
$27.9K +$31.9K +715 New
MTC
194
Matrix Trust Company
Colorado
$20K +$22.7K +509 New
WSFS
195
Wilmington Savings Fund Society
Delaware
$19.4K -$89.1K -2,000 -80%
IA
196
IFP Advisors
Florida
$18.2K +$19.2K +431 +1,134%
NWS
197
Nvest Wealth Strategies
Ohio
$18K
PA
198
Parallel Advisors
California
$17.6K -$41.7K -936 -67%
RFP
199
Root Financial Partners
California
$14.3K +$15.2K +340 +1,172%
EP
200
Essential Partners
California
$13.9K -$11.7K -263 -42%

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.