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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
AF
501
Allworth Financial
California
$240K -$52.5K -159 -18%
VA
502
Vident Advisory
Georgia
$239K -$3.96K -12 -2%
PFM
503
Patton Fund Management
Texas
$239K +$27.4K +83 +13%
RDWM
504
Red Door Wealth Management
Tennessee
$231K +$2.64K +8 +1%
PCM
505
Prelude Capital Management
New York
$230K -$10.6K -32 -5%
OR
506
Olympiad Research
Connecticut
$230K +$224K +678 New
SFWC
507
Strategic Family Wealth Counselors
New Jersey
$229K +$237K +717 New
LSA
508
Leonteq Securities AG
Switzerland
$227K
TG
509
TCW Group
California
$227K +$221K +670 New
CWA
510
Canvas Wealth Advisors
Kansas
$225K +$219K +663 New
CI
511
CX Institutional
Indiana
$221K +$46.2K +140 +27%
VCM
512
Voleon Capital Management
California
$220K -$108K -326 -34%
BFIM
513
Beese Fulmer Investment Management
Ohio
$219K +$213K +644 New
TYCC
514
Texas Yale Capital Corp
Florida
$218K
QCM
515
QRG Capital Management
Illinois
$218K -$254K -768 -54%
SWM
516
Segment Wealth Management
Texas
$217K +$211K +640 New
WANY
517
Wealthspire Advisors (New York)
New York
$217K +$206K +624 +4,160%
DWM
518
Darwin Wealth Management
Florida
$212K +$18.8K +57 +10%
ST
519
Smithfield Trust
Pennsylvania
$212K
GS
520
GTS Securities
New York
$211K +$206K +623 New
PCS
521
Personal CFO Solutions
New Jersey
$210K -$4.29K -13 -2%
WP
522
Woodline Partners
California
$210K -$10.5M -31,724 -98%
AWM
523
Axxcess Wealth Management
California
$210K +$204K +618 New
TAFW
524
Tred Avon Family Wealth
Maryland
$209K -$3.63K -11 -2%
RS
525
R Squared
Hong Kong
$207K +$202K +611 New