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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
SAM
201
Securian Asset Management
Minnesota
$151K -$2.7K -53 -2%
Simplex Trading
202
Simplex Trading
Illinois
$144K +$151K +2,961 +3,611%
Walleye Trading
203
Walleye Trading
New York
$116K +$126K +2,460 New
PCM
204
Peregrine Capital Management
Minnesota
$109K
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$94.7K +$80.1K +1,570 +365%
LI
206
LRI Investments
Florida
$82.4K +$78.5K +1,539 +762%
LWCFA
207
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$81.1K
KBC Group
208
KBC Group
Belgium
$73K
Osaic Holdings
209
Osaic Holdings
Arizona
$61.5K -$4.34K -85 -7%
CIAM
210
Caitong International Asset Management
Hong Kong
$53.6K +$39.3K +770 +213%
SAM
211
Shell Asset Management
Netherlands
$52K -$79.6K -1,561 -59%
HFS
212
Horizon Financial Services
North Carolina
$48.9K
VCM
213
Versant Capital Management
Arizona
$46.2K +$47.1K +924 +1,777%
UB
214
UMB Bank
Missouri
$46.2K +$17.6K +345 +55%
QCG
215
Quadrant Capital Group
Ohio
$40.4K +$43.5K +853 New
A
216
AlphaQuest
New York
$35.8K +$38.5K +755 +75,500%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$33.8K -$2.81K -55 -7%
Nomura Asset Management
218
Nomura Asset Management
Japan
$31.3K
EP
219
Essential Partners
California
$30K +$24.2K +475 +301%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$28.4K +$15.3K +299 +100%
AAM
221
Advisors Asset Management
Colorado
$26.2K -$102 -2 -0.7%
MCM
222
MAI Capital Management
Ohio
$26K -$1.74K -34 -6%
EWA
223
EverSource Wealth Advisors
Alabama
$25.7K +$12.8K +250 +85%
DB
224
Danske Bank
Denmark
$23.7K -$1.07K -21 -4%
PA
225
Parallel Advisors
California
$22.6K +$7.75K +152 +47%

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.