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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 %
MGP
401
Metis Global Partners
California
$522K -$60.5K -178 -10%
GCA
402
Greenwood Capital Associates
South Carolina
$516K -$108K -317 -17%
AMIM
403
Aull & Monroe Investment Management
Alabama
$510K
SB
404
SIG Brokerage
New York
$509K +$509K +1,497 New
LWAM
405
Legacy Wealth Asset Management
Minnesota
$507K +$14.3K +42 +3%
ATC
406
Argent Trust Co
Tennessee
$501K +$15.3K +45 +3%
WA
407
Wealthstar Advisors
Texas
$496K +$76.8K +226 +18%
Wealthfront Advisers
408
Wealthfront Advisers
California
$485K -$148K -436 -23%
FFM
409
Forum Financial Management
Illinois
$469K +$149K +437 +46%
GT
410
Greenleaf Trust
Michigan
$469K -$10.9K -32 -2%
TMAM
411
Tokio Marine Asset Management
Japan
$452K +$39.8K +117 +10%
AI
412
Atria Investments
North Carolina
$447K +$23.5K +69 +6%
RP
413
Rowlandmiller & Partners
Georgia
$447K +$17K +50 +4%
IAA
414
Independent Advisor Alliance
North Carolina
$440K +$32.3K +95 +8%
AAS
415
Avantax Advisory Services
Texas
$439K -$134K -393 -23%
MIA
416
MeadowBrook Investment Advisors
Michigan
$432K -$57.4K -169 -12%
Baird Financial Group
417
Baird Financial Group
Wisconsin
$427K -$118K -347 -22%
PWM
418
Perigon Wealth Management
California
$420K -$278K -819 -40%
Assenagon Asset Management
419
Assenagon Asset Management
Luxembourg
$407K -$7.14K -21 -2%
BCG
420
BayBridge Capital Group
California
$404K +$6.8K +20 +2%
TRIA
421
Trail Ridge Investment Advisors
Colorado
$402K +$25.9K +77 +7%
Vontobel Holding
422
Vontobel Holding
Switzerland
$401K -$204K -601 -34%
BAM
423
Blueshift Asset Management
New Jersey
$400K +$400K +1,178 New
WIA
424
World Investment Advisors
California
$397K -$224K -658 -36%
IPW
425
Impact Partnership Wealth
Georgia
$394K +$66.6K +196 +20%