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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 %
ST
501
Smithfield Trust
Pennsylvania
$213K
SC
502
Scotia Capital
Ontario, Canada
$213K +$213K +626 New
PFM
503
Patton Fund Management
Texas
$211K +$211K +622 New
VT
504
Vise Technologies
New York
$205K +$205K +602 New
NIM
505
NEOS Investment Management
Connecticut
$204K
Lido Advisors
506
Lido Advisors
California
$202K -$14.6K -43 -7%
PAS
507
Point72 Asia (Singapore)
Singapore
$199K +$199K +585 New
CF
508
Centaurus Financial
California
$189K
DWM
509
Darwin Wealth Management
Florida
$182K -$6.12K -18 -3%
BTI
510
Blue Trust Inc
Georgia
$181K -$2.38K -7 -1%
WB
511
Webster Bank
Connecticut
$170K
CTC
512
Central Trust Company
Missouri
$158K -$18K -53 -10%
Bessemer Group
513
Bessemer Group
New Jersey
$148K +$4.08K +12 +3%
HFS
514
Hantz Financial Services
Michigan
$145K +$1.69K +5 +1%
GI
515
GAMMA Investing
California
$139K -$24.5K -72 -15%
AIP
516
Ameritas Investment Partners
Nebraska
$136K -$12.6K -37 -8%
SPIA
517
Steward Partners Investment Advisory
New York
$135K -$13.3K -39 -9%
VCM
518
Versant Capital Management
Arizona
$133K -$16.3K -48 -11%
GBT
519
Grove Bank & Trust
Florida
$127K -$680 -2 -0.5%
Simplex Trading
520
Simplex Trading
Illinois
$117K -$28K -83 -19%
CI Investments Inc
521
CI Investments Inc
Ontario, Canada
$114K +$21.5K +63 +23%
PTC
522
Private Trust Company
Ohio
$99.6K +$29.2K +86 +42%
Jones Financial Companies
523
Jones Financial Companies
Missouri
$97.5K +$69.5K +206 +248%
AAM
524
Advisors Asset Management
Colorado
$85.3K -$136K -400 -61%
ADL
525
Asset Dedication LLC
California
$85K