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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
BCP
476
Blackhawk Capital Partners
Wisconsin
$270K
MAM
477
MMA Asset Management
Pennsylvania
$270K
TYCC
478
Texas Yale Capital Corp
Florida
$255K
WA
479
Waddell & Associates
Tennessee
$253K
MPM
480
MBB Public Markets
Illinois
$250K
VA
481
Vident Advisory
Georgia
$249K
NP
482
NorthRock Partners
Minnesota
$248K
RA
483
RFG Advisory
Alabama
$247K
AA
484
Ancora Advisors
Ohio
$246K
RF
485
Rossby Financial
Florida
$245K
SW
486
Simplicity Wealth
New Jersey
$241K
CPIG
487
Chicago Partners Investment Group
Illinois
$238K
VanEck Associates
488
VanEck Associates
New York
$238K
Marshall Wace
489
Marshall Wace
United Kingdom
$238K
SOW
490
State of Wyoming
Wyoming
$236K
PCS
491
Personal CFO Solutions
New Jersey
$234K
MC
492
Moors & Cabot
Massachusetts
$230K
RDWM
493
Red Door Wealth Management
Tennessee
$228K
CCM
494
Coldstream Capital Management
Washington
$227K
CAMG
495
CWA Asset Management Group
Florida
$225K
PA
496
Parallel Advisors
California
$224K
DS
497
DRW Securities
Illinois
$224K
QC
498
Quent Capital
New York
$221K
SCM
499
SCS Capital Management
Massachusetts
$221K
MSFS
500
Main Street Financial Solutions
Pennsylvania
$216K