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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
CT
451
Colonial Trust
South Carolina
$328K
EWA
452
EverSource Wealth Advisors
Alabama
$326K
VSQM
453
V-Square Quantitative Management
Illinois
$321K
MSA
454
MUFG Securities Americas
New York
$320K
P
455
Pitcairn
Pennsylvania
$318K
CAG
456
Csenge Advisory Group
Florida
$317K
SFS
457
Sowell Financial Services
Arkansas
$315K
CFO
458
Callan Family Office
Pennsylvania
$313K
VI
459
Vestcor Inc
New Brunswick, Canada
$308K
BBVA
460
Banco Bilbao Vizcaya Argentaria
Spain
$308K
TCA
461
Transcend Capital Advisors
New Jersey
$307K
KeyBank National Association
462
KeyBank National Association
Ohio
$302K
SIA
463
Sit Investment Associates
Minnesota
$301K
EW
464
Evoke Wealth
California
$299K
MYAM
465
Meiji Yasuda Asset Management
Japan
$295K
KFC
466
Klingenstein Fields & Co
New York
$289K
CA
467
Clearstead Advisors
Ohio
$289K
CGL
468
Clarius Group LLC
Washington
$289K
UCFA
469
United Capital Financial Advisors
Texas
$286K
FHA
470
Flagship Harbor Advisors
Massachusetts
$285K
AIM
471
Advyzon Investment Management
Illinois
$285K
HAS
472
Horizon Advisory Services
New York
$282K
FFA
473
Farther Finance Advisors
California
$277K
ST
474
Somerset Trust
Pennsylvania
$274K
CIBC World Market
475
CIBC World Market
Ontario, Canada
$272K