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EFOR

Everforth Inc

287 hedge funds and large institutions have $2.15B invested in Everforth Inc in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.22% less ownership

Funds ownership: 98.24%98.02% (-0.22%)

6% less funds holding

Funds holding: 305287 (-18)

20% less capital invested

Capital invested by funds: $2.7B → $2.15B (-$552M)

21% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 117

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

54% less call options, than puts

Call options by funds: $418K | Put options by funds: $913K

Holders
287
Holders Change
-18
Holders Change %
-5.9%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
92
Reduced
117
Closed
53
Calls
$418K
Puts
$913K
Net Calls
-$495K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$287M -$3.78M -69,240 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$263M -$119K -2,177 -0%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$175M -$53.6M -981,491 -22%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$96.2M +$13.3M +243,971 +14%
State Street
5
State Street
Massachusetts
$86M -$478K -8,757 -0.5%
Macquarie Group
6
Macquarie Group
Australia
$75.1M -$37.4M -684,744 -31%
BAMCO Inc
7
BAMCO Inc
New York
$72.2M +$1.64M +30,000 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$64.5M +$329K +6,030 +0.5%
RP
9
Reinhart Partners
Wisconsin
$50.9M +$19.3M +353,419 +53%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$46.6M -$45.8K -839 -0.1%
Invesco
11
Invesco
Georgia
$46.3M +$3.92M +71,736 +8%
Millennium Management
12
Millennium Management
New York
$41.1M +$31.1M +568,489 +224%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$40.3M +$9.73M +178,171 +28%
Goldman Sachs
14
Goldman Sachs
New York
$38.2M +$2.98M +54,638 +8%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$33.8M +$2.39M +43,706 +7%
Jennison Associates
16
Jennison Associates
New York
$33.2M +$4.33M +79,248 +14%
Northern Trust
17
Northern Trust
Illinois
$30.1M -$1.03M -18,773 -3%
Charles Schwab
18
Charles Schwab
California
$28.1M +$1.03M +18,923 +3%
Norges Bank
19
Norges Bank
Norway
$26.1M
T. Rowe Price Investment Management
20
T. Rowe Price Investment Management
Maryland
$25.9M +$1.07M +19,663 +4%
Morgan Stanley
21
Morgan Stanley
New York
$23.6M -$1.51M -27,680 -6%
Ameriprise
22
Ameriprise
Minnesota
$21.2M +$18.5M +339,087 +398%
JP Morgan Chase
23
JP Morgan Chase
New York
$21M +$1.27M +23,316 +6%
ACB
24
Aristotle Capital Boston
Massachusetts
$19.7M -$534K -9,773 -2%
Bank of America
25
Bank of America
North Carolina
$19.2M +$825K +15,109 +4%

EFOR Hedge Fund Activity: Q2 2025 in Review

287 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2025, worth a combined $2.15B — down 20% from $2.7B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of EFOR and 38 opened new positions — a net loss of 15 holders — while 117 trimmed existing stakes and 92 added.

The largest buyer was Millennium Management, adding an estimated $31.1M. The largest seller was Fidelity Investments, cutting an estimated $53.6M.

  • 287 institutional investors held Everforth Inc (EFOR) as of Q2 2025, down from 305 in Q1 2025.
  • Funds reported $2.15B of Everforth Inc stock for Q2 2025, down 20% quarter-over-quarter.
  • 38 funds opened new Everforth Inc positions in Q2 2025 and 53 closed out, a net change of -15 holders.
  • The largest Everforth Inc buyer in Q2 2025 was Millennium Management, an estimated $31.1M added.
  • The largest Everforth Inc seller in Q2 2025 was Fidelity Investments, an estimated $53.6M sold.

Based on aggregated 13F filings for Q2 2025.