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Everest Group

683 hedge funds and large institutions have $13.3B invested in Everest Group in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 207 increasing their positions, 289 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $52.1M

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

1.84% more ownership

Funds ownership: 91.88%93.72% (+1.8%)

1% more funds holding

Funds holding: 676683 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $13.5B → $13.3B (-$146M)

28% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 289

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.31%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
96
Increased
207
Reduced
289
Closed
79
Calls
$63.8M
Puts
$52.1M
Net Calls
+$11.7M
Net Calls Change
-$64.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
476
Lido Advisors
California
$279K +$15.9K +48 +6%
CIA
477
Caerus Investment Advisors
Texas
$278K -$420K -1,273 -61%
KAS
478
Kestra Advisory Services
Texas
$274K -$901K -2,727 -77%
SC
479
Savant Capital
Illinois
$272K -$70.7K -214 -21%
Walleye Capital
480
Walleye Capital
New York
$267K +$211K +639 +435%
CCM
481
Coldstream Capital Management
Washington
$266K +$15.9K +48 +7%
BTI
482
Blue Trust Inc
Georgia
$264K +$73K +221 +40%
William Blair & Company
483
William Blair & Company
Illinois
$262K -$73K -221 -22%
CIBC World Market
484
CIBC World Market
Ontario, Canada
$261K -$3.96K -12 -2%
CPIG
485
Chicago Partners Investment Group
Illinois
$261K -$142K -430 -35%
SCP
486
Sivia Capital Partners
California
$260K -$537K -1,626 -68%
Simplex Trading
487
Simplex Trading
Illinois
$257K +$250K +757 New
KRW
488
Kaufman Rossin Wealth
Florida
$254K -$149K -451 -38%
CFO
489
Cambient Family Office
Michigan
$252K +$245K +742 New
KCP
490
Kera Capital Partners
California
$251K -$88.8K -269 -26%
TI
491
Tidal Investments
Wisconsin
$251K -$135K -409 -36%
MA
492
MBA Advisors
Pennsylvania
$249K -$67K -203 -22%
CPA
493
Capital Performance Advisors
California
$248K -$19.8K -60 -8%
JTWM
494
Jackson Thornton Wealth Management
Alabama
$248K -$204K -619 -45%
MC
495
Moors & Cabot
Massachusetts
$246K +$8.59K +26 +4%
QC
496
Quent Capital
New York
$243K +$991 +3 +0.4%
QLSGSCF
497
Quent Long Short Global Small Cap Fund
New York
$243K +$237K +717 New
UCFA
498
United Capital Financial Advisors
Texas
$243K -$50.9K -154 -18%
NW
499
NewEdge Wealth
Pennsylvania
$241K +$235K +711 New
Wealthfront Advisers
500
Wealthfront Advisers
California
$240K -$250K -758 -52%