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EFOR

Everforth Inc

305 hedge funds and large institutions have $2.7B invested in Everforth Inc in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 102

0.88% more ownership

Funds ownership: 97.35%98.24% (+0.88%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

1% less funds holding

Funds holding: 309305 (-4)

25% less capital invested

Capital invested by funds: $3.59B → $2.7B (-$888M)

72% less call options, than puts

Call options by funds: $825K | Put options by funds: $2.99M

Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
110
Reduced
102
Closed
45
Calls
$825K
Puts
$2.99M
Net Calls
-$2.16M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
201
Federated Hermes
Pennsylvania
$264K -$35.3K -458 -10%
FCM
202
Fieldview Capital Management
Michigan
$262K +$14.6K +190 +5%
IQI
203
Integrated Quantitative Investments
Washington
$259K -$1.23K -16 -0.4%
OL
204
Optas LLC
Texas
$253K +$539 +7 +0.2%
1C
205
111 Capital
France
$237K +$290K +3,764 New
SOW
206
State of Wyoming
Wyoming
$232K +$5.62K +73 +2%
LA
207
Lindenwold Advisors
Pennsylvania
$229K -$4.23K -55 -1%
VI
208
Vestcor Inc
New Brunswick, Canada
$227K
SAM
209
Securian Asset Management
Minnesota
$211K
BF
210
Brucke Financial
Indiana
$209K -$19K -247 -6%
SAM
211
Shell Asset Management
Netherlands
$204K +$94.5K +1,228 +61%
CCM
212
Coldstream Capital Management
Washington
$189K -$20.6K -268 -8%
EIM
213
Essex Investment Management
Massachusetts
$183K
KBC Group
214
KBC Group
Belgium
$135K +$3K +39 +2%
LWCFA
215
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K
GIA
216
GHP Investment Advisors
Colorado
$101K -$5.11M -66,402 -98%
Osaic Holdings
217
Osaic Holdings
Arizona
$96K -$27.6K -358 -19%
SO
218
STRS Ohio
Ohio
$88.2K -$53.9K -700 -33%
Walleye Trading
219
Walleye Trading
New York
$85.2K +$104K +1,352 New
SSG
220
Summit Securities Group
New York
$79.2K +$96.7K +1,256 New
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$74K +$19.4K +252 +27%
GI
222
GAMMA Investing
California
$65.9K +$69.9K +908 +663%
HFS
223
Horizon Financial Services
North Carolina
$65K
LI
224
LRI Investments
Florida
$61.4K -$48.1K -625 -39%
HPC
225
HM Payson & Co
Maine
$58.9K

EFOR Hedge Fund Activity: Q1 2025 in Review

305 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2025, worth a combined $2.7B — down 25% from $3.59B a quarter earlier.

Fund positioning in EFOR was balanced in Q1 2025: 45 funds opened new positions, 45 closed out, 110 added to existing stakes and 102 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $50.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $47.6M.

  • 305 institutional investors held Everforth Inc (EFOR) as of Q1 2025, down from 309 in Q4 2024.
  • Funds reported $2.7B of Everforth Inc stock for Q1 2025, down 25% quarter-over-quarter.
  • 45 funds opened new Everforth Inc positions in Q1 2025 and 45 closed out, a net change of 0 holders.
  • The largest Everforth Inc buyer in Q1 2025 was Fidelity Investments, an estimated $50.8M added.
  • The largest Everforth Inc seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2025.