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Everest Group

666 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 262 increasing their positions, 232 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

4% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 79

0% less funds holding

Funds holding: 668666 (-2)

4% less capital invested

Capital invested by funds: $14.2B → $13.6B (-$591M)

Holders
666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.6M
Puts
$67M
Net Calls
Net Calls Change

Top Buyers

1 +$158M
2 +$86.4M
3 +$42M
4
DSC
Donald Smith & Co
New York
+$37.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$313M
2 -$94M
3 -$63.7M
4
BlackRock
BlackRock
New York
-$49.1M
5
Invesco
Invesco
Georgia
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
401
Curat Global
New Hampshire
$538K
MGP
402
Metis Global Partners
California
$522K
GCA
403
Greenwood Capital Associates
South Carolina
$516K
AMIM
404
Aull & Monroe Investment Management
Alabama
$510K
SB
405
SIG Brokerage
New York
$509K
LWAM
406
Legacy Wealth Asset Management
Minnesota
$507K
ATC
407
Argent Trust Co
Tennessee
$501K
WA
408
Wealthstar Advisors
Texas
$496K
Wealthfront Advisers
409
Wealthfront Advisers
California
$485K
FFM
410
Forum Financial Management
Illinois
$469K
GT
411
Greenleaf Trust
Michigan
$469K
TMAM
412
Tokio Marine Asset Management
Japan
$452K
AI
413
Atria Investments
North Carolina
$447K
RP
414
Rowlandmiller & Partners
Georgia
$447K
IAA
415
Independent Advisor Alliance
North Carolina
$440K
AAS
416
Avantax Advisory Services
Texas
$439K
MIA
417
MeadowBrook Investment Advisors
Michigan
$432K
Baird Financial Group
418
Baird Financial Group
Wisconsin
$427K
PWM
419
Perigon Wealth Management
California
$420K
Assenagon Asset Management
420
Assenagon Asset Management
Luxembourg
$407K
BCG
421
BayBridge Capital Group
California
$404K
TRIA
422
Trail Ridge Investment Advisors
Colorado
$402K
Vontobel Holding
423
Vontobel Holding
Switzerland
$401K
BAM
424
Blueshift Asset Management
New Jersey
$400K
WIA
425
World Investment Advisors
California
$397K