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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
EW
526
Evoke Wealth
California
$205K -$277K -840 -58%
LIP
527
Lighthouse Investment Partners
Florida
$204K -$13.8M -41,637 -99%
EP
528
Essential Partners
California
$202K -$489K -1,481 -71%
EFS
529
Essex Financial Services
Connecticut
$202K -$85.5K -259 -30%
ST
530
Somerset Trust
Pennsylvania
$202K -$2.64K -8 -1%
GI
531
GAMMA Investing
California
$198K +$8.26K +25 +4%
CT
532
Colonial Trust
South Carolina
$186K -$138K -417 -43%
GRP
533
Global Retirement Partners
California
$180K +$148K +449 +561%
WB
534
Webster Bank
Connecticut
$170K
IA
535
IFP Advisors
Florida
$170K +$69K +209 +72%
PA
536
Parallel Advisors
California
$153K -$118K -357 -44%
CF
537
Centaurus Financial
California
$149K -$7.6K -23 -5%
FHA
538
Flagship Harbor Advisors
Massachusetts
$144K -$125K -377 -47%
SPIA
539
Steward Partners Investment Advisory
New York
$139K +$3.63K +11 +3%
AA
540
Ancora Advisors
Ohio
$129K +$17.8K +54 +17%
AIP
541
Ameritas Investment Partners
Nebraska
$128K -$8.26K -25 -6%
BC
542
Bayforest Capital
United Kingdom
$126K -$155K -470 -56%
OAM
543
Ostrum Asset Management
France
$111K -$36K -109 -25%
VCM
544
Versant Capital Management
Arizona
$108K -$3.96K -12 -4%
RF
545
Rossby Financial
Florida
$102K -$131K -396 -57%
GBT
546
Grove Bank & Trust
Florida
$98.1K -$4.29K -13 -4%
CTC
547
Central Trust Company
Missouri
$96K +$330 +1 +0.4%
PTC
548
Private Trust Company
Ohio
$86.5K -$1.98K -6 -2%
ADL
549
Asset Dedication LLC
California
$84.8K
TFA
550
Transamerica Financial Advisors
Florida
$78.7K -$1.65K -5 -2%