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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
ST
501
Smithfield Trust
Pennsylvania
$229K
HI
502
Horizon Investments
North Carolina
$227K
SW
503
Simplicity Wealth
New Jersey
$226K
C
504
Covestor
United Kingdom
$224K
BFG
505
Berger Financial Group
Minnesota
$224K
QC
506
Quent Capital
New York
$219K
NIM
507
NEOS Investment Management
Connecticut
$218K
LA
508
Legacy Advisors
Pennsylvania
$218K
PCIA
509
Prime Capital Investment Advisors
Kansas
$217K
RF
510
Rossby Financial
Florida
$217K
PCMC
511
Paragon Capital Management (Colorado)
Colorado
$214K
PAG
512
Private Advisor Group
New Jersey
$214K
PA
513
Profund Advisors
Maryland
$214K
BBA
514
Baader Bank Aktiengesellschaft
Germany
$213K
AOWM
515
Alpha Omega Wealth Management
Virginia
$212K
NW
516
NewEdge Wealth
Pennsylvania
$210K
AG
517
Ascent Group
Virginia
$209K
DWM
518
Dynasty Wealth Management
Florida
$205K
CF
519
Centaurus Financial
California
$202K
DWM
520
Darwin Wealth Management
Florida
$201K
PA
521
Parallel Advisors
California
$198K
BTI
522
Blue Trust Inc
Georgia
$197K
CTC
523
Central Trust Company
Missouri
$188K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
524
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$186K
WB
525
Webster Bank
Connecticut
$182K