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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
IPW
426
Impact Partnership Wealth
Georgia
$394K
CCA
427
Checchi Capital Advisers
California
$391K
ACM
428
Aquatic Capital Management
Illinois
$390K
BBA
429
Baader Bank Aktiengesellschaft
Germany
$389K
MM
430
MQS Management
New York
$388K
EGA
431
E&G Advisors
Texas
$385K
SCP
432
Sivia Capital Partners
California
$384K
AV
433
ASR Vermogensbeheer
Netherlands
$375K
WSC
434
Wellington Shields & Co
New York
$374K
BOS
435
Bank of Stockton
California
$367K
TRCT
436
Tower Research Capital (TRC)
New York
$366K
HNB
437
Huntington National Bank
Ohio
$363K
FC
438
Farringdon Capital
United Kingdom
$360K
MA
439
MBA Advisors
Pennsylvania
$360K
AFCM
440
Applied Finance Capital Management
Puerto Rico
$359K
SFI
441
Siemens Fonds Invest
Germany
$354K
CBA
442
Coastal Bridge Advisors
Connecticut
$354K
ACA
443
Atlas Capital Advisors
Wyoming
$354K
AWA
444
Arete Wealth Advisors
Illinois
$353K
OF
445
Optimize Financial
California
$351K
IMCOOI
446
Investment Management Corp of Ontario (IMCO)
Canada
$349K
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$348K
NA
448
NewEdge Advisors
Louisiana
$343K
QCG
449
Quadrant Capital Group
Ohio
$341K
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K