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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
TWD
201
True Wealth Design
Ohio
$12K +$11.9K +266 +605%
Barrow, Hanley, Mewhinney & Strauss
202
Barrow, Hanley, Mewhinney & Strauss
Texas
$12K +$981 +22 +8%
SWP
203
Strategic Wealth Partners
Ohio
$11K
FFA
204
Farther Finance Advisors
California
$10.2K -$3.52K -79 -23%
Los Angeles Capital Management
205
Los Angeles Capital Management
California
$9.68K
S
206
SignatureFD
Georgia
$9.52K +$1.6K +36 +17%
SC
207
SouthState Corp
Florida
$7.86K
AAP
208
Arax Advisory Partners
Colorado
$7.83K -$1.65K -37 -15%
SAM
209
Smartleaf Asset Management
Massachusetts
$7.11K +$2.27K +51 +38%
ST
210
Smithfield Trust
Pennsylvania
$7K
ASN
211
Advisory Services Network
Georgia
$6.66K +$7.67K +172 New
AAM
212
Advisors Asset Management
Colorado
$6.62K -$4.9K -110 -39%
QC
213
Quent Capital
New York
$6.19K +$5.39K +121 +310%
FHC
214
First Horizon Corporation
Tennessee
$5.61K -$9.67K -217 -60%
C
215
Covestor
United Kingdom
$5K -$4.41K -99 -45%
WPA
216
Wealth Preservation Advisors
Tennessee
$3.79K +$4.37K +98 New
KFAS
217
Keating Financial Advisory Services
Kansas
$3.48K +$3.97K +89 +8,900%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$2.21K
GIA
219
GHP Investment Advisors
Colorado
$2.13K
GFA
220
Godfrey Financial Associates
New York
$2.01K
CFO
221
CVA Family Office
Colorado
$1.97K +$2.27K +51 New
CTC
222
Central Trust Company
Missouri
$1.74K
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$1.55K
QL
224
Quarry LP
New York
$1.47K -$20.6K -462 -92%
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$1.47K

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.