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Everest Group

668 hedge funds and large institutions have $14.2B invested in Everest Group in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 253 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
551
Wilmington Savings Fund Society
Delaware
$68.3K
MCM
552
MAI Capital Management
Ohio
$60.4K
KFI
553
Key Financial Inc
Pennsylvania
$57.8K
PCM
554
Penserra Capital Management
California
$56K
BGAI
555
Bruce G. Allen Investments
Colorado
$56K
PSFG
556
Park Square Financial Group
Georgia
$55.2K
BIG
557
Brooklyn Investment Group
New York
$53.8K
PFBT
558
Parkside Financial Bank & Trust
Missouri
$45.7K
AAP
559
Arax Advisory Partners
Colorado
$45.4K
PWAM
560
Private Wealth Asset Management
Iowa
$42.5K
WTC
561
WhitTier Trust Company
Nevada
$41.8K
SIM
562
Sentry Investment Management
Wisconsin
$41K
MA
563
Montag & Associates
Georgia
$40K
CA
564
Clearstead Advisors
Ohio
$38.9K
TIM
565
Thompson Investment Management
Wisconsin
$37.8K
WA
566
WPG Advisers
Maryland
$37.1K
ZBNA
567
Zions Bancorporation, National Association
Utah
$33.8K
GWSG
568
GPS Wealth Strategies Group
Colorado
$33.4K
AF
569
Allworth Financial
California
$33.1K
TFGT
570
TS Financial Group (TSFG)
Illinois
$33K
EB
571
Eastern Bank
Massachusetts
$32.7K
CH
572
Cromwell Holdings
Wyoming
$30.2K
SW
573
SVB Wealth
Massachusetts
$30.2K
Jones Financial Companies
574
Jones Financial Companies
Missouri
$30K
DIP
575
DT Investment Partners
Pennsylvania
$29.8K