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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 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-5
Holders Change %
-0.75%
% 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
78
Calls
$96.6M
Puts
$67M
Net Calls
+$29.6M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
476
MMA Asset Management
Pennsylvania
$270K +$8.5K +25 +3%
TYCC
477
Texas Yale Capital Corp
Florida
$255K +$34K +100 +15%
WA
478
Waddell & Associates
Tennessee
$253K +$253K +743 New
MPM
479
MBB Public Markets
Illinois
$250K -$56.1K -165 -18%
VA
480
Vident Advisory
Georgia
$249K -$297K -874 -54%
NP
481
NorthRock Partners
Minnesota
$248K +$248K +729 New
RA
482
RFG Advisory
Alabama
$247K -$10.5K -31 -4%
AA
483
Ancora Advisors
Ohio
$246K
RF
484
Rossby Financial
Florida
$245K +$36.7K +108 +18%
SW
485
Simplicity Wealth
New Jersey
$241K +$30.2K +89 +14%
CPIG
486
Chicago Partners Investment Group
Illinois
$238K +$238K +709 New
VanEck Associates
487
VanEck Associates
New York
$238K -$11.6K -34 -5%
Marshall Wace
488
Marshall Wace
United Kingdom
$238K +$238K +700 New
SOW
489
State of Wyoming
Wyoming
$236K +$141K +415 +149%
PCS
490
Personal CFO Solutions
New Jersey
$234K +$6.8K +20 +3%
MC
491
Moors & Cabot
Massachusetts
$230K -$340 -1 -0.1%
RDWM
492
Red Door Wealth Management
Tennessee
$228K +$340 +1 +0.1%
CCM
493
Coldstream Capital Management
Washington
$227K -$34.7K -102 -13%
CAMG
494
CWA Asset Management Group
Florida
$225K -$46.2K -136 -17%
PA
495
Parallel Advisors
California
$224K +$38.8K +114 +21%
DS
496
DRW Securities
Illinois
$224K +$224K +658 New
QC
497
Quent Capital
New York
$221K +$16.6K +49 +8%
SCM
498
SCS Capital Management
Massachusetts
$221K
MSFS
499
Main Street Financial Solutions
Pennsylvania
$216K -$11.2K -33 -5%
HBS
500
Howard Bailey Securities
Indiana
$213K -$5.1K -15 -2%