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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
BlackRock
1
BlackRock
New York
$367M -$7.02M -91,264 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$332M +$1.75M +22,754 +0.4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$283M +$50.8M +660,001 +17%
Macquarie Group
4
Macquarie Group
Australia
$138M +$3.41M +44,279 +2%
State Street
5
State Street
Massachusetts
$109M +$136K +1,769 +0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$106M +$15.6M +202,694 +14%
BAMCO Inc
7
BAMCO Inc
New York
$89.3M -$11.8M -153,606 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$81.1M +$3.97M +51,548 +4%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$58.9M +$1.62M +20,997 +2%
Victory Capital Management
10
Victory Capital Management
Texas
$58M +$6.08K +79 +0%
Invesco
11
Invesco
Georgia
$53.9M +$14.6M +190,030 +29%
Goldman Sachs
12
Goldman Sachs
New York
$44.8M -$14.6M -189,730 -21%
RP
13
Reinhart Partners
Wisconsin
$42M +$6.06M +78,794 +13%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$39.9M +$7.38M +95,857 +18%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$39.7M +$5.14M +66,748 +12%
Northern Trust
16
Northern Trust
Illinois
$39.1M -$787K -10,231 -2%
Jennison Associates
17
Jennison Associates
New York
$37M -$11.4M -148,695 -20%
Charles Schwab
18
Charles Schwab
California
$34.3M +$114K +1,478 +0.3%
Norges Bank
19
Norges Bank
Norway
$33M
Morgan Stanley
20
Morgan Stanley
New York
$31.5M +$4.37M +56,827 +13%
T. Rowe Price Investment Management
21
T. Rowe Price Investment Management
Maryland
$31.4M +$5.21M +67,644 +16%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$25.8M +$17M +221,142 +117%
ACB
23
Aristotle Capital Boston
Massachusetts
$25.4M -$4.1M -53,279 -12%
JP Morgan Chase
24
JP Morgan Chase
New York
$25M +$2.34M +30,424 +8%
Pacer Advisors
25
Pacer Advisors
Pennsylvania
$25M +$30M +389,900 +5,918%

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.