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Everest Group

683 hedge funds and large institutions have $13.3B invested in Everest Group in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 207 increasing their positions, 289 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $52.1M

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

1.84% more ownership

Funds ownership: 91.88%93.72% (+1.8%)

1% more funds holding

Funds holding: 676683 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $13.5B → $13.3B (-$146M)

28% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 289

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.31%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
96
Increased
207
Reduced
289
Closed
79
Calls
$63.8M
Puts
$52.1M
Net Calls
+$11.7M
Net Calls Change
-$64.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Clearstead Advisors
Ohio
$382K -$173K -523 -32%
MAS
427
Meeder Advisory Services
Ohio
$380K +$370K +1,120 New
WWC
428
Waypoint Wealth Counsel
Georgia
$379K -$132K -399 -26%
O
429
Ossiam
France
$378K -$277K -840 -43%
EC
430
EntryPoint Capital
New York
$376K
PPW
431
Parcion Private Wealth
Washington
$375K -$114K -344 -24%
EGA
432
E&G Advisors
Texas
$375K -$9.91K -30 -3%
WSC
433
Wellington Shields & Co
New York
$373K
BOS
434
Bank of Stockton
California
$366K
AV
435
ASR Vermogensbeheer
Netherlands
$366K -$3.96K -12 -1%
TCA
436
Transcend Capital Advisors
New Jersey
$366K -$264K -798 -43%
SFI
437
Siemens Fonds Invest
Germany
$364K +$11.2K +34 +3%
EWA
438
EverSource Wealth Advisors
Alabama
$361K -$299K -906 -46%
HI
439
Horizon Investments
North Carolina
$360K -$25.1K -76 -7%
LPT
440
Legacy Private Trust
Wisconsin
$356K
PWM
441
Perigon Wealth Management
California
$353K -$237K -717 -41%
WFP
442
Worthington Financial Partners
Ohio
$352K +$342K +1,036 New
ALAM
443
Asahi Life Asset Management
Japan
$346K -$3.3K -10 -1%
BCG
444
BayBridge Capital Group
California
$345K +$14.2K +43 +4%
EPW
445
Evolve Private Wealth
California
$344K +$335K +1,014 New
DT
446
Diversified Trust
Tennessee
$343K -$768K -2,327 -70%
SO
447
STRS Ohio
Ohio
$337K -$3.3K -10 -1%
Marshall Wace
448
Marshall Wace
United Kingdom
$335K +$52.8K +160 +19%
SIP
449
Stoneridge Investment Partners
Pennsylvania
$332K +$323K +978 New
CCA
450
Checchi Capital Advisers
California
$328K -$1.98K -6 -0.6%