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Everest Group

666 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 262 increasing their positions, 232 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

4% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 79

0% less funds holding

Funds holding: 668666 (-2)

4% less capital invested

Capital invested by funds: $14.2B → $13.6B (-$591M)

Holders
666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.6M
Puts
$67M
Net Calls
Net Calls Change

Top Buyers

1 +$158M
2 +$86.4M
3 +$42M
4
DSC
Donald Smith & Co
New York
+$37.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$313M
2 -$94M
3 -$63.7M
4
BlackRock
BlackRock
New York
-$49.1M
5
Invesco
Invesco
Georgia
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
526
Asset Dedication LLC
California
$85K
TFA
527
Transamerica Financial Advisors
Florida
$77.8K
S
528
SignatureFD
Georgia
$75.8K
FFC
529
First Financial Corp
Indiana
$68K
IA
530
IFP Advisors
Florida
$66.6K
WSFS
531
Wilmington Savings Fund Society
Delaware
$63.9K
MCM
532
MAI Capital Management
Ohio
$63K
AF
533
Allworth Financial
California
$62.2K
GWM
534
Geneos Wealth Management
Colorado
$61.5K
CI
535
CX Institutional
Indiana
$60K
PS
536
Principal Securities
Iowa
$59.5K
KFI
537
Key Financial Inc
Pennsylvania
$54K
BIG
538
Brooklyn Investment Group
New York
$52K
PSFG
539
Park Square Financial Group
Georgia
$51.3K
BGAI
540
Bruce G. Allen Investments
Colorado
$51.3K
PFBT
541
Parkside Financial Bank & Trust
Missouri
$45.9K
MSE
542
MUFG Securities EMEA
United Kingdom
$43.2K
SIM
543
Sentry Investment Management
Wisconsin
$43K
AAP
544
Arax Advisory Partners
Colorado
$42.8K
WA
545
WPG Advisers
Maryland
$42.5K
PWAM
546
Private Wealth Asset Management
Iowa
$39.8K
WTC
547
WhitTier Trust Company
Nevada
$39.1K
C
548
Covestor
United Kingdom
$39K
OL
549
OneFund LLC
Florida
$39K
MA
550
Montag & Associates
Georgia
$37.4K