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Everest Group

668 hedge funds and large institutions have $14.2B invested in Everest Group in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 253 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
476
Farther Finance Advisors
California
$286K
ST
477
Somerset Trust
Pennsylvania
$285K
RS
478
R Squared
Hong Kong
$283K
TPW
479
Transatlantique Private Wealth
New York
$283K
VSQM
480
V-Square Quantitative Management
Illinois
$281K
CCM
481
Coldstream Capital Management
Washington
$280K
MAM
482
MMA Asset Management
Pennsylvania
$279K
MSA
483
MUFG Securities Americas
New York
$276K
RA
484
RFG Advisory
Alabama
$275K
S
485
SimplyRich
California
$274K
OCBCO
486
Oversea-Chinese Banking Corp (OCBC)
Singapore
$272K
CIBC World Market
487
CIBC World Market
Ontario, Canada
$272K
VanEck Associates
488
VanEck Associates
New York
$266K
AA
489
Ancora Advisors
Ohio
$263K
MC
490
Moors & Cabot
Massachusetts
$247K
HA
491
HFG Advisors
Ohio
$245K
PCS
492
Personal CFO Solutions
New Jersey
$243K
RDWM
493
Red Door Wealth Management
Tennessee
$243K
MSFS
494
Main Street Financial Solutions
Pennsylvania
$243K
AAM
495
Advisors Asset Management
Colorado
$237K
TYCC
496
Texas Yale Capital Corp
Florida
$236K
SCM
497
SCS Capital Management
Massachusetts
$236K
HBS
498
Howard Bailey Securities
Indiana
$234K
Lido Advisors
499
Lido Advisors
California
$231K
SFS
500
Sowell Financial Services
Arkansas
$231K