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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 %
EWA
451
EverSource Wealth Advisors
Alabama
$326K +$248K +729 +317%
VSQM
452
V-Square Quantitative Management
Illinois
$321K +$58.5K +172 +22%
MSA
453
MUFG Securities Americas
New York
$320K +$61.9K +182 +24%
P
454
Pitcairn
Pennsylvania
$318K -$340 -1 -0.1%
CAG
455
Csenge Advisory Group
Florida
$317K +$5.9K +17 +2%
SFS
456
Sowell Financial Services
Arkansas
$315K +$99.6K +293 +46%
CFO
457
Callan Family Office
Pennsylvania
$313K +$313K +922 New
VI
458
Vestcor Inc
New Brunswick, Canada
$308K -$2.38K -7 -0.8%
BBVA
459
Banco Bilbao Vizcaya Argentaria
Spain
$308K -$40.1K -118 -12%
TCA
460
Transcend Capital Advisors
New Jersey
$307K +$307K +903 New
KeyBank National Association
461
KeyBank National Association
Ohio
$302K -$260K -766 -46%
SIA
462
Sit Investment Associates
Minnesota
$301K -$20.7K -61 -6%
EW
463
Evoke Wealth
California
$299K +$299K +879 New
MYAM
464
Meiji Yasuda Asset Management
Japan
$295K -$176K -518 -37%
KFC
465
Klingenstein Fields & Co
New York
$289K
CA
466
Clearstead Advisors
Ohio
$289K +$253K +743 +694%
CGL
467
Clarius Group LLC
Washington
$289K +$2.04K +6 +0.7%
UCFA
468
United Capital Financial Advisors
Texas
$286K +$11.9K +35 +4%
FHA
469
Flagship Harbor Advisors
Massachusetts
$285K -$1.02K -3 -0.4%
AIM
470
Advyzon Investment Management
Illinois
$285K +$1.36K +4 +0.5%
HAS
471
Horizon Advisory Services
New York
$282K +$2.38K +7 +0.8%
FFA
472
Farther Finance Advisors
California
$277K +$11.6K +34 +4%
ST
473
Somerset Trust
Pennsylvania
$274K +$7.14K +21 +3%
CIBC World Market
474
CIBC World Market
Ontario, Canada
$272K +$17.7K +52 +7%
BCP
475
Blackhawk Capital Partners
Wisconsin
$270K -$26.8K -79 -9%