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EFOR

Everforth Inc

275 hedge funds and large institutions have $1.96B invested in Everforth Inc in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 114 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.56% less ownership

Funds ownership: 95.82%95.26% (-0.56%)

2% less capital invested

Capital invested by funds: $1.99B → $1.96B (-$30.1M)

8% less funds holding

Funds holding: 298275 (-23)

20% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 114

33% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 57

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
275
Holders Change
-23
Holders Change %
-7.72%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
91
Reduced
114
Closed
57
Calls
Puts
$10K
Net Calls
-$10K
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$271M -$8.32M -180,438 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$249M -$4.3M -93,350 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$85.5M -$5.74M -124,567 -7%
State Street
4
State Street
Massachusetts
$79.6M -$1.49M -32,251 -2%
Invesco
5
Invesco
Georgia
$78.9M +$31.4M +682,171 +71%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$63.7M -$729K -15,821 -1%
BAMCO Inc
7
BAMCO Inc
New York
$63.1M -$502K -10,880 -0.8%
NAMI
8
Nomura Asset Management International
Pennsylvania
$59.9M +$57.4M +1,244,360 New
RP
9
Reinhart Partners
Wisconsin
$58.1M +$6.2M +134,513 +13%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$44.8M -$110K -2,380 -0.3%
AQR Capital Management
11
AQR Capital Management
Connecticut
$44.4M +$11.7M +254,535 +38%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$44.2M +$18.4M +399,445 +77%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$35.8M +$104K +2,253 +0.3%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$34.2M -$187K -4,058 -0.6%
Goldman Sachs
15
Goldman Sachs
New York
$30.6M +$431K +9,348 +1%
NSCM
16
New South Capital Management
Tennessee
$30.6M +$8.25M +178,895 +39%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$30.2M -$53.7M -1,163,977 -65%
Northern Trust
18
Northern Trust
Illinois
$26.1M -$2.76M -59,878 -10%
Morgan Stanley
19
Morgan Stanley
New York
$24.8M -$2.45M -53,039 -9%
Charles Schwab
20
Charles Schwab
California
$23.7M +$958K +20,789 +4%
SFM
21
Systematic Financial Management
New Jersey
$23.3M +$1.77M +38,406 +9%
Ameriprise
22
Ameriprise
Minnesota
$22.2M +$1.98M +42,965 +10%
Millennium Management
23
Millennium Management
New York
$19.7M +$941K +20,421 +5%
ACB
24
Aristotle Capital Boston
Massachusetts
$19.3M +$532K +11,544 +3%
Allianz Asset Management
25
Allianz Asset Management
Germany
$17.8M +$5.63M +122,176 +49%

EFOR Hedge Fund Activity: Q4 2025 in Review

275 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2025, worth a combined $1.96B — down 1.5% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EFOR and 38 opened new positions — a net loss of 19 holders — while 114 trimmed existing stakes and 91 added.

The largest buyer was Invesco, adding an estimated $31.4M. The largest seller was Macquarie Group, exiting entirely with an estimated $65.5M sold.

  • 275 institutional investors held Everforth Inc (EFOR) as of Q4 2025, down from 298 in Q3 2025.
  • Funds reported $1.96B of Everforth Inc stock for Q4 2025, down 1.5% quarter-over-quarter.
  • 38 funds opened new Everforth Inc positions in Q4 2025 and 57 closed out, a net change of -19 holders.
  • The largest Everforth Inc buyer in Q4 2025 was Invesco, an estimated $31.4M added.
  • The largest Everforth Inc seller in Q4 2025 was Macquarie Group, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2025.