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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
8.87%
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 %
TFA
526
Transamerica Financial Advisors
Florida
$77.8K -$3.74K -11 -5%
S
527
SignatureFD
Georgia
$75.8K -$36K -106 -32%
FFC
528
First Financial Corp
Indiana
$68K
IA
529
IFP Advisors
Florida
$66.6K +$63.6K +187 +2,078%
WSFS
530
Wilmington Savings Fund Society
Delaware
$63.9K
MCM
531
MAI Capital Management
Ohio
$63K +$6.47K +19 +11%
AF
532
Allworth Financial
California
$62.2K +$30.6K +90 +97%
GWM
533
Geneos Wealth Management
Colorado
$61.5K
CI
534
CX Institutional
Indiana
$60K -$103K -305 -63%
PS
535
Principal Securities
Iowa
$59.5K -$109K -321 -65%
KFI
536
Key Financial Inc
Pennsylvania
$54K
BIG
537
Brooklyn Investment Group
New York
$52K +$1.7K +5 +3%
PSFG
538
Park Square Financial Group
Georgia
$51.3K -$340 -1 -0.7%
BGAI
539
Bruce G. Allen Investments
Colorado
$51.3K -$1.02K -3 -2%
PFBT
540
Parkside Financial Bank & Trust
Missouri
$45.9K +$3.06K +9 +7%
MSE
541
MUFG Securities EMEA
United Kingdom
$43.2K +$43.2K +127 New
SIM
542
Sentry Investment Management
Wisconsin
$43K
AAP
543
Arax Advisory Partners
Colorado
$42.8K +$340 +1 +0.8%
WA
544
WPG Advisers
Maryland
$42.5K +$7.82K +23 +23%
PWAM
545
Private Wealth Asset Management
Iowa
$39.8K
WTC
546
WhitTier Trust Company
Nevada
$39.1K
C
547
Covestor
United Kingdom
$39K -$171K -501 -81%
OL
548
OneFund LLC
Florida
$39K +$39K +114 New
MA
549
Montag & Associates
Georgia
$37.4K
TIM
550
Thompson Investment Management
Wisconsin
$35.3K