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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
8.88%
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 %
BOTPPF
551
Board of the Pension Protection Fund
United Kingdom
$34K +$34K +100 New
GRP
552
Global Retirement Partners
California
$31.9K +$31.9K +94 New
GWSG
553
GPS Wealth Strategies Group
Colorado
$31.3K
TFGT
554
TS Financial Group (TSFG)
Illinois
$31K
EB
555
Eastern Bank
Massachusetts
$30.6K
CH
556
Cromwell Holdings
Wyoming
$29.9K +$1.7K +5 +6%
SS
557
Sunbelt Securities
Texas
$29K
BBHC
558
Brown Brothers Harriman & Co
New York
$28.9K +$28.9K +85 New
DIP
559
DT Investment Partners
Pennsylvania
$27.9K
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$27.5K +$680 +2 +3%
TFA
561
Toth Financial Advisory
Virginia
$27.2K
HWA
562
Heritage Wealth Advisors
Virginia
$27.2K
TCA
563
Trifecta Capital Advisors
Illinois
$27.2K
WA
564
Whipplewood Advisors
Colorado
$23.1K -$4.08K -12 -15%
CT
565
Clearstead Trust
Maine
$23.1K +$12.9K +38 +127%
CSPIA
566
Cary Street Partners Investment Advisory
Virginia
$22.4K +$5.78K +17 +35%
MFT
567
Moisand Fitzgerald Tamayo
Florida
$21.8K
MAM
568
Meeder Asset Management
Ohio
$21.4K +$21.4K +63 New
CPG
569
Cornerstone Planning Group
New Jersey
$20.8K +$989 +3 +5%
UB
570
UMB Bank
Missouri
$20.1K -$680 -2 -3%
PSB
571
Piscataqua Savings Bank
New Hampshire
$19K
TCM
572
Traub Capital Management
Massachusetts
$17.3K +$17.3K +51 New
NWM
573
Nova Wealth Management
Florida
$17K +$17K +50 New
CFO
574
CVA Family Office
Colorado
$16K +$2.04K +6 +15%
SAM
575
Smartleaf Asset Management
Massachusetts
$14.7K -$1.71K -5 -10%