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Everest Group

662 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 262 increasing their positions, 231 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-6
Holders Change %
-0.9%
% of All Funds
8.88%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
81
Increased
262
Reduced
231
Closed
79
Calls
$96.6M
Puts
$67M
Net Calls
+$29.6M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
QCM
376
Qsemble Capital Management
New York
$664K +$150K +440 +29%
Cambridge Investment Research Advisors
377
Cambridge Investment Research Advisors
Iowa
$661K -$229K -673 -26%
HI
378
Horizon Investments
North Carolina
$653K +$440K +1,296 +207%
BC
379
Bayforest Capital
United Kingdom
$647K +$42.5K +125 +7%
LFA
380
Legend Financial Advisors
Pennsylvania
$644K +$8.84K +26 +1%
LG
381
Leuthold Group
Minnesota
$640K
VCA
382
Verdence Capital Advisors
Maryland
$628K +$92.8K +273 +17%
HBCM
383
Heron Bay Capital Management
Michigan
$622K -$2.04K -6 -0.3%
Allspring Global Investments
384
Allspring Global Investments
North Carolina
$618K -$65.4K -192 -10%
HWM
385
HB Wealth Management
Georgia
$618K -$148K -435 -19%
FPAS
386
Focus Partners Advisor Solutions
Missouri
$610K +$610K +1,796 New
CTA
387
Chesley Taft & Associates
Illinois
$602K
PFG
388
PAX Financial Group
Texas
$593K -$255K -749 -30%
TI
389
Tidal Investments
Wisconsin
$590K -$23.5K -69 -4%
EAM
390
Erste Asset Management
Austria
$585K +$248K +737 +74%
PP
391
Prudential plc
United Kingdom
$584K -$1.3M -3,818 -69%
Walleye Trading
392
Walleye Trading
New York
$577K +$295K +867 +104%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
393
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$576K +$402K +1,183 +231%
WBC
394
Westpac Banking Corp
Australia
$576K +$416K +1,224 +260%
UA
395
Unison Advisors
District of Columbia
$572K +$3.06K +9 +0.5%
HW
396
Hancock Whitney
Mississippi
$571K -$250K -737 -30%
PAS
397
Park Avenue Securities
New York
$565K +$565K +1,663 New
BCWM
398
Bartlett & Co Wealth Management
Ohio
$560K
I
399
InceptionR
California
$542K +$542K +1,596 New
CG
400
Curat Global
New Hampshire
$538K -$5.78K -17 -1%