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Everest Group

668 hedge funds and large institutions have $14.2B invested in Everest Group in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 253 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
426
Atria Investments
North Carolina
$453K
WA
427
Wealthstar Advisors
Texas
$448K
IMCOOI
428
Investment Management Corp of Ontario (IMCO)
Canada
$446K
AWA
429
Arete Wealth Advisors
Illinois
$446K
Axa
430
Axa
France
$445K
Assenagon Asset Management
431
Assenagon Asset Management
Luxembourg
$443K
MA
432
MBA Advisors
Pennsylvania
$443K
TMAM
433
Tokio Marine Asset Management
Japan
$441K
MG
434
Mather Group
Illinois
$436K
IAA
435
Independent Advisor Alliance
North Carolina
$436K
BCG
436
BayBridge Capital Group
California
$425K
CCA
437
Checchi Capital Advisers
California
$420K
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$418K
SC
439
SummitTX Capital
Texas
$415K
TRIA
440
Trail Ridge Investment Advisors
Colorado
$407K
AV
441
ASR Vermogensbeheer
Netherlands
$403K
WSC
442
Wellington Shields & Co
New York
$400K
HNB
443
Huntington National Bank
Ohio
$395K
BOS
444
Bank of Stockton
California
$392K
ACA
445
Atlas Capital Advisors
Wyoming
$379K
William Blair & Company
446
William Blair & Company
Illinois
$378K
OF
447
Optimize Financial
California
$378K
BBVA
448
Banco Bilbao Vizcaya Argentaria
Spain
$372K
EAM
449
Erste Asset Management
Austria
$362K
CT
450
Colonial Trust
South Carolina
$350K